Dashboard performance charts.
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For what it's worth, I agree that an over view graphic would be useful and not onerous to develop
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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!
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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.
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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!
@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 ...
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The only way you'll see the CD again is via a netflix subscription
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and who said this forum lacking any humour, whatsoever
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My friend liked the cat stuff.
Can we have more cat stuff?
Asking for a friend
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J, I wish you’d mentioned this a while ago.
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Meeeeow!!!
