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Holdings view shows target allocation by account instead of portfolio-wide allocation

Status: Open.

#30 In danbuchal/portfolio-tracker;

· ssantos2251-ux opened on Apr 14, 2026

Dashboard Bug: Rebalance Summary & Allocation Tables Display Issue

Status: Open.

#29 In danbuchal/portfolio-tracker;

· ssantos2251-ux opened on Apr 10, 2026

Suggested Improvements to Allocation Dashboard & Holding page

Status: Open.

#28 In danbuchal/portfolio-tracker;

· ssantos2251-ux opened on Apr 10, 2026

Issue: Missing Expense Ratios for Selected Funds

Status: Open.

#27 In danbuchal/portfolio-tracker;

· ssantos2251-ux opened on Mar 30, 2026

Add Account-Specific Allocation Drill-Down to Portfolio Tracker

Status: Open.

#26 In danbuchal/portfolio-tracker;

· ssantos2251-ux opened on Mar 30, 2026

Sorting by allocation target percent

Status: Open.

#25 In danbuchal/portfolio-tracker;

· smpltechno opened on Mar 5, 2026

List of specific account trades to complete rebalance

Status: Open.

#24 In danbuchal/portfolio-tracker;

· sbezas opened on Dec 13, 2025

Automatic Cryptocurrency Price Synchronization

Status: Open.

#23 In danbuchal/portfolio-tracker;

· khanlarsharifov opened on Oct 15, 2025

Holdings Target Account Allocation rebalancing calculations do not work if current share count is zero/empty

bugSomething isn't workingSomething isn't working

Status: Open.

#18 In danbuchal/portfolio-tracker;

· remd opened on Aug 26, 2025

can you add a functionality to do a monthly overview, and track net worth over time?

Status: Open.

#16 In danbuchal/portfolio-tracker;

· jwgu opened on Jul 6, 2025

Multi-currency support

Status: Open.

#15 In danbuchal/portfolio-tracker;

· aam1r opened on Jun 27, 2025

Ability to track static amounts?

enhancementNew feature or requestNew feature or request

Status: Open.

#14 In danbuchal/portfolio-tracker;

· hodgesmr opened on Jun 2, 2025