📈 Improved pie performance metrics (MWRR & more)

If you only just started now, surely your return is zero from today as markets are shut?

No tried it a few days ago during market open. Looks like it calculates from when you put it in the pie that’s all.

Please let us choose between previous display and new display. I hate the new one. I would leave Tranding 212 for that reason because I can’t follow my investments correctly.

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What is the exact formula for calculating this MWRR ? As far as I know it should be just XIRR but it hugely differ from it. Also why if I’m investing for 2 weeks there’s different MWRR for 1M, 3M and 1Y ?

Those numbers does not make any sense to me… what exactly should they represent if it’s not XIRR ?

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Thanks for looking into this.

It would be great if someone from T212 checks with the dev team. There might be a bug in the calculation. @Bogi.H

I haven’t had a lot of negative criticism for T212 but i have to say this is by far one of the worst changes that has been made. It simply makes no sense neither are the examples simple enough for a layman to understand. it appears quite misleading despite the claims that this is a better representation of the returns.

T212 team - maybe a rethink is needed for this one?

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Is it the difference between time weighted and money weighted returns? Time weighted allows you to strip out the timing of cash flows and compare your investments against say any benchmark or ETF. Money weighted shows your actual returns over time based on when you inject cash. Personally agree I think your looking for time weighted but difficult to say without underlying data.

Other than that it could be the difference of cumulative vs annualised, XIRR does annualised so different results again.

People still complaining about this issue, yet it has still not been resolved.

If users want the very complex view, let them pick that setting, for those of us who just want to see red or green for total pie gain or loss, let us have that setting,

I invest in a share, if it goes up, I sell, if it goes down, I buy more (understanding the risk and doing my own research) The pies help see this, but the main thing is the investment list is now buried under three clicks.

Admin, if would be wonderful if you would kindly please, listen to us.

Hope you are having a great Friday.

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At a glance, this is such an underrated and undervalued word, before the update I could see all my stocks and see how many shares I had at a glance.
Now there is no way I know of quickly seeing how many shares I have of each stock without having to individually visit each stock and check one at a time, this is horrible and makes updating stock events a chore.

The app UI is basically perfect, stop creating problems in order to eventually fix them, please change it back or let us see how many shares we have at a glance.
Every single users want this.

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@KrisG Does the app keep track for each pie which exact shares belong to it, and thus the purchase price of each?

Or does it only know the amount of shares that belong to a pie?

Yes, the app keeps track of which shares belong in specific Pies, but the return displayed across your account will be the same for all Pies where you hold a position with an instrument.

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I treat each pie as a separate portfolio so I don’t want purchases in other pies to affect each other.

I’d be great to display separate returns for each or at least have the option to toggle it. :pray:

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Simple solution is to have the asset allocation show daily and total return… just saves clicking through.

Thank you for the suggestion - I’ve forwarded it to the team and will update you if there’s any progress.

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