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

  1. What rate is it? Weekly? Daily? Its unclear
  2. Is there a way to change this UI display in desktop browser back to same as mobile with menu section on top instead on the left?

    Thanks

Sorry, but now it’s an absolute disaster. I don’t know the situation correctly at all, it was great before. How do I get it back?

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I found this to be true. so far i think the only factor that doesnt get included in the numbers correctly, is the uk stamp duty. Which then causes the numbers not to add up (for example fx fees, dont cause this issue).

Every other circumstance is fine and works perfectly as far as i can tell.

I hope they retroactively make the uk stamp duty affect the gain +/-.

Another gripe i have is that, ā€œspecial depositsā€ like a Dividend Ajustment, doesnt get added to both ā€œdepositsā€ equally. it gets added as a deposit in the account history, but on the homepage it gets earmarked as a ā€œreturnā€.

I hope we can get a little clarity if these 2 small things are bugs or intended.

thank you

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I like it, as a dividend investor the MWRR and total return is excellent. Thank you :blush:

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I also would like clarification with regards to UK Stamp Duty as other brokers/platforms calculate and take this into account. I know this issue has been bugging other UK investors on this platform. Why has this not been addressed? Something like this is a fundamental calculation that should be factored in when buying UK shares. Also does the PTM Levy when transactions in UK shares over £10,000 are bought or sold taken into account?

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My brain must be permanently short circuiting at the moment.

I just tried the second method and I’m still not getting the amount that I have total invested.

For example, between my gia/isa I know that I have total invested 102,081 but when I subtract unused cash from my portfolios values, it is out by 7,629.

The only way that works for me is the time consuming method. Which is way too laborious .

The only good thing that can come from this, is that it would make me want to reduce the amount of my holdings :sweat_smile:

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I clearly agree with these frustrations.
I am of the opinion that, if a platform like 212 decides to go with a net deposits+return formula on the homepage. The addition should always equals the same as the current value. No amount of money should go unnacounted for and just mess up the calculation entirely. Especially as the formula covers the entire history of the account. Not just the current live investments.

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Sorry, but I absolutely loathe this new update and now find my portfolio hugely demoralising to look at.

I started with T212 several years ago, invested some money and had a play, and lost pretty much all of it. Accepting I hadn’t done enough research I came away from it, did some learning and then started again.

All of my current investments are up, but every time I look at my balance I’m down, because it’s telling me about historic investments I no longer care about. I’m not interested in what my entire T212 history is, I just want to know whether my total current investments are up or down.

Also, as the app updated overnight, at about 11pm last night (Sunday night, GMT), my portfolio dropped by Ā£400. Considering all my investments are in UK stocks (S&P500 and a company listed on the LSE) and the market wasn’t open, how did I lose Ā£400 of value?

Hate this update. Really liked what it was,

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Totally agree with the previous comment. It’s so confusing. Anyone even read these comments? I need to see my return normally like before and i don’t care about this rate of return. You want to keep it? Fine, it can be useful for other users, but add the actual return as well. Sorry, but 9000 is not 51% of 45000 and i can’t see the use of that.

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129 of multiple million customers. Appreciate they won’t always come here to complain, but with other updates 3x at least came here to complain. This is pretty minor.

Please read this, you’ll find it helpful.

this is tough, but it makes no sense hiding behind it either.

That’s around the time fx opens, I’d assume there’s a price flush too to make sure everything is at the right values.

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So u suppose this means no, you can’t see your actual return anymore like before, you need to make your own calculations. We are not here to complain and we are not complaining about the platform overall, just asking if we can see our actual return percentage without taking accounting classes.

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I think the solution is to add an option to show:

  1. Total MWRR (what’s shown with the new update). Personally I really like this.
  2. Total unreaslized return (what some people are asking for)
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I completely agree with the previous post. Why not provide an option for both and users can choose which works best for them. Problem solved :grinning:

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I looks pretty good. However I would have liked to have seen a little bit more separation between by banking card and my stocks. Since right now cashback is counted as profit which I wouldn’t describe it as. I understand that the reason for the card is probably partly to get more investments and got to give you it that worked. But since I also buy groceries and stuf with the card which is now counted to my investments that feels a bit weird so a fix to that would be nice. Also saying the welcome stock is pure profit is also misleading so could that please be fix. Thanks. For the rest great interface though.

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While I think the update is great, I strongly believe the ability to split out the cash holdings into ā€˜pots’ would be hugely beneficial and provide greater visibility/clarity for users.

Given the lack of ability to do this today, for those whom choose to do this via ā€˜investments’ with trades booked and cancelled before being executed within personalised pies, it makes the interface very messy. Cash holdings not left in the accumulating free funds are categorised as investment pies.

In a pie you can see this. It shows you the live return and percentage as before.

Subtraction is GSCE Maths right?

I’ve been using this app for a while now, but this update makes me seriously consider moving my portfolio to a different provider. I cannot understand how it is possible to release an update that effectively REMOVE information about my investments. How is it an inprovement that now I cannot see the current value of my investments?? I keep my cash in t212 so while I don’t need it at least it generates some interest. I do NOT want it to be mixed with my investments. What amazes me that it was not even considered to add a simple switch (include cash on/off) to this ā€œupdateā€. At least bring back the KPI Total investment and Current value.

You said that you are looking for feedback, well here it is: either add some more filter settings to this new ā€œfeatureā€ or roll back to the original. From my side, if there is no update soon, I’ll move my assets elsewhere, I don’t care if I make a loss or not (which I can’t even tell thanks to this ā€œupgradeā€).

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Hello,

ā€œRate of Returnā€, I don’t know what is going on but for me it is totally useless. I need to see overall profit/loss of my portfolio as it was before the latest update. If you don’t add there possibility to switch it to see overall profit/loss as is was before latest update or put it back as it was. I will create account on another broker and move all my portfolio away from T212.

Thank you.

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The new graphical interface top left corner on windows and top center on mobile, , does not display direct current account value, but provide 212 CFD and 212 Invest sub menus with their values.
Account purcentage, ā€œmargin callā€ and ā€œposition will closeā€ are not displayed anymore.
How can we revert to previous display with 212 CFD account value and purcentage information popup ?

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Yeah it’s essential for me to see returns for investments only, not the overall figure including cash

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