Improved portfolio screen - Better return calculations (MWRR), Cash widget, and more!

šŸ“° What's new
231

Where on the web interface are you able to see again the profit/loss? I have still the new one (the graph showing total return and rate of return)

232

Click on the pie symbol in the top middle task buttons (I wish they had provided a name to each button as a hover help )

image
image1092Ɨ118 4.65 KB

To your left you will see various groups, click in sequence as below

Asset Allocation >> More Details >> see the summary listing on the right

You will find the following:

  1. Unrealised Results
  2. Cost Basis
  3. Assets viewed by
    • Value
    • Market Price

You can also see the following on the main (Home >> Advanced View ) screen to your right bottom corner

  • Free Funds ( available funds to invest)
  • Portfolio (your current portfolio value)
  • Results (unrealised gains)
2 Likes
233

Thanks, got it!
I do not know if there is any update to app, but I am not able to do the same in Android app

1 Like
234

Yes, Iā€™ve found the ā€˜Assets valueā€™ screen under More details. Thanks for adding this, T212 team, very helpful!

3 Likes
235

Thankfully the website now has ā€˜Unrealised resultā€™ and ā€˜Cost basisā€™ (aka what was ā€˜Investedā€™) on the asset map ā€˜more detailsā€™ pageā€¦ but only on the website not the mobile app. Hopefully that will follow.

Also, the ā€˜betterā€™ (allegedly) gain or loss on the homepage is against a rolling datum rather than a fixed datum. For longer timescales this is less of an issue, but for 1D (labelled above as 24h), the gain or loss is tracking against the market movement on the previous day minute by minute, which has to be pretty useless information.

Surely, 1D should be a measure against a fixed date and time e.g. prior day at local time = whatever which ideally would be specified by the user.

1 Like
236

I would also like the ā€œinvested totalā€ to return as an option alongside the other metrics.

T212 are decent, Iā€™m sure they will listen and offer this option again.

4 Likes
237

Still a long way to go to find what was easily accessible in the previous iteration of the app and the web interface. A fantastic option would be to give us different options or even themes of what we have displayed on the interface. I would certainly welcome this with open arms.

2 Likes
238

The update shows the new doody info, I couldnā€™t see my unrealised profit, I just updated and Bamm! There it is

1 Like
239

Itā€™s back on Web and App, if you donā€™t see it on the App update

240

Update the App, itā€™s there now

241

Where exactly is it? I canā€™t see it!

242

Thank you all for your thoughtful input so far :pray:

We understand that changes can be challenging to adapt to, especially when they differ from what youā€™re accustomed to. Weā€™re taking everyoneā€™s perspectives into account, and we appreciate every piece of feedback youā€™ve shared with us so far.

Weā€™ve recently enriched the portfolio section by incorporating additional data and merging elements from the old portfolio view to provide a more comprehensive set of statistics. Hereā€™s what we added:

Unrealised result: The combined potential profit/loss of your current investments, showing how much you could gain or lose if you sell them.

Cost basis: The total amount of funds youā€™ve invested in the shares you currently own.

To find those details, follow the steps below:

  1. Go to the ā€˜Portfolioā€™ section by clicking the Pie button.
  2. Scroll down to ā€˜Asset allocationā€™.
  3. Click on ā€˜More detailsā€™.
13 Likes
243

These are changes only to those that use pies, correct?

I donā€™t, and I donā€™t see changes to anything else.

Thanks.

244

No. More details button under the red and green tree map

245

Say no more. :grimacing:

2 Likes
246

So same info as in the portfolio.

I assume this is useful to pie people, because the rest of us already have this info in our portfolios.

247

I think youā€™re still misunderstanding. Itā€™s got absolutely nothing to do with pies so forget about them entirely.

People wanted simple returns back, if you head to just under the treemap theres a button called more details, press that button, in that new screen that opens simple returns are listed at the top. If it isnā€™t there check youā€™re up to date in the app.

1 Like
248

It shows current values and unrealized profits for each equity ā€¦

But this is identical to what I have under the Investments tab.

What am I missing? :laughing:

249

At least in the latest version of the Android app, it also shows the unrealized gain/loss (=simple returns) and cost basis, just like on the web.

250

Apps up to dateā€¦ Iā€™ll just wait.

What a weird place to put inā€¦ wtf?

Let us choose what we see, donā€™t hide it under tabs and options.

What a mess.