Dashboard performance charts.

[Adam Kay]

Hi Jeremy, we are planning to move to a new system within the next 6 months so i doubt there would be any further development of the current set up.

Regards

Adam

[JerryC]

Fair enough, thanks for the prompt response.

[Adam Kay]

For what it's worth, I agree that an over view graphic would be useful and not onerous to develop

[2BToo]

Good idea JerryC. I've wondered the same.

[mikeiow]

Interesting to hear a new system is on the way.
FWIW, I have a small pot with Fidelity, & quite like the short summary screen they give on the front page showing a total return and also an annualised return: something like this:

Performance Gain/loss: +£16,762.00
Total return +533.90%
Annualised return: +9.82%

I am sure that is hard to calculate (given monies in and out), but there must be a way!

[Adam Kay]

Annualised return imo is not a useful indicator. If we published tech, 103% it doesn't mean a lot. If the portfolio is not unitised, the calculations can be tricky. Currently, things like management fees are charged on the day of the month corresponding to 'your' inception date which means different returns, albeit small across the same holdings-this is why it's possible for two like holdings to have a daily difference.

I haven't seen the system revisions yet-I have just been told its coming.

[2BToo]

@mikeiow said in Dashboard performance charts.:

Interesting to hear a new system is on the way.
FWIW, I have a small pot with Fidelity, & quite like the short summary screen they give on the front page showing a total return and also an annualised return: something like this:

Performance Gain/loss: +£16,762.00
Total return +533.90%
Annualised return: +9.82%

I am sure that is hard to calculate (given monies in and out), but there must be a way!

I sense we may be straying into Cameron Diaz territory ...

[Adam Kay]

The only way you'll see the CD again is via a netflix subscription

[Adam Kay]

and who said this forum lacking any humour, whatsoever

[2BToo]

@Adam-Kay said in Dashboard performance charts.:

and who said this forum lacking any humour, whatsoever

You call that humour?

>ShakesHeadInDismay<

[Renmure Jim]

My friend liked the cat stuff.

Can we have more cat stuff?

Asking for a friend

[Adam Kay]

J, I wish you’d mentioned this a while ago.

[Renmure Jim]

Meeeeow!!!

[2BToo]

@Adam-Kay said in Dashboard performance charts.:

J, I wish you’d mentioned this a while ago.

Crumbs. That's not shabby.