Historical data for filtered funds

New

Filtered fund historical data

See historical performance for any filtered fund you create, all the way back to 2019, customized to your personal blacklist, whitelist, and doubtful settings. A settings panel lets you pick between the fast default (allows doubtful and unrated assets, ignores your personal lists) or a fully custom calculation with your own lists applied.

Product roadmap

See what we're building. Paid subscribers can submit ideas and vote on existing ones, and the top voted ship first.

24-hour liquidation review window

Opt-in: any automated liquidation pauses for 24 hours so you can review and cancel it. Only affects liquidations triggered by non-compliance. Manual trades and other automated actions are untouched.

Trading 212 support

Rolling out now, our first international broker, with UK ISA support and card deposits. Details and launch offer, expires December 15.

Improved

• Dividends under $1 now accumulate and reinvest automatically once they reach $1
• Filtered funds now show their weighted average dividend yield
• Switched login providers for a more reliable sign-in