Upright Roadmap
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Account & Portfolio Management

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YTD interest earned instead of total earned

this will be good for tax planning
Jan Alsen 8 months ago in Account & Portfolio Management / Accredited Investor Services / Reporting & Data 1

Add a search filter to the Offering page to allow to filter by credit score, location, etc

Please describe your idea/enhancement. The Browse Offering page https://invest.app.upright.us/deals currently is just a flat list and does not include any type of search filter. It would be helpful to be have a search by criteria, including credit...
Guest 6 months ago in Account & Portfolio Management / Accredited Investor Services 0

Add API interface to investment offerings and investor data

Please describe your idea/enhancement. provide REST API to query current offering my investor information (current, past investments). How will this idea help you? Allow me to query investment opportunities using my own search criteria and preferr...
Mark Marlow 7 months ago in Account & Portfolio Management / Accredited Investor Services / Reporting & Data 0 For Future Consideration

Alert when a projects funding get to below the minimum $5K amount invested but still needs funds to be completed

Please describe your idea/enhancement. To have an alert when funds get below the minimum $5K amount that will notify you. To finish out funding for projects, when they get to 99% funded. How will this idea help you? Help use funds that are just si...
Guest 6 months ago in Account & Portfolio Management / Accredited Investor Services / Invest With Upright Offerings 0 For Future Consideration

about-the-redeveloper page should present past due information

Please describe your idea/enhancement. Add row to "Active" loans "Payments Past Due" to indicate if any of their loans were or are past due at any time during the life cycle of the loan. Add row to "Repaid" loans section "Payments Past Due" to ind...
Mark Marlow 7 months ago in Account & Portfolio Management / Accredited Investor Services 0 Considering