Search results

Feature : Portfolio holdings pie à la Blossom

Status: Open.

#720 In afadil/wealthfolio;

· HeritageSF opened on Mar 12, 2026

Bug: Sectors/classes/regions' holdings not shown

Status: Open.

#718 In afadil/wealthfolio;

· GLLM opened on Mar 12, 2026

Feature: Support for P2P Lending / Fixed-Income Alternative Investments

Status: Open.

#715 In afadil/wealthfolio;

· Johannes-Sch opened on Mar 11, 2026

Feature : On ETF ticker page, show list of underlying holdings

Status: Open.

#714 In afadil/wealthfolio;

· HeritageSF opened on Mar 11, 2026

Feature : In Holdings mode, add modifying the shares owned and cost basis in the 'Holdings' tab of a ticker

Status: Open.

#710 In afadil/wealthfolio;

· HeritageSF opened on Mar 10, 2026

Feature : add looking up a ticker easily

featureNew feature or requestNew feature or request

Status: Open.

#709 In afadil/wealthfolio;

· HeritageSF opened on Mar 10, 2026

AI-driven CSV import pipeline: mapping, transformation, validation, and conversational import generation

Status: Open.

#708 In afadil/wealthfolio;

· AtomicTrxn opened on Mar 10, 2026

Feature : Add private equity / shares of private companies as asset class

Status: Open.

#707 In afadil/wealthfolio;

· HeritageSF opened on Mar 10, 2026

Feature : Add Loans Receivable as an Asset class

Status: Open.

#706 In afadil/wealthfolio;

· HeritageSF opened on Mar 10, 2026

Feature : add debt interest rate in holdings view

Status: Open.

#705 In afadil/wealthfolio;

· HeritageSF opened on Mar 10, 2026

Feature : add % of portfolio in holdings view

Status: Open.

#704 In afadil/wealthfolio;

· HeritageSF opened on Mar 10, 2026

Feature: Investment principles / decision journal integration

featureNew feature or requestNew feature or request

Status: Open.

#698 In afadil/wealthfolio;

· henu-wang opened on Mar 9, 2026