Key metrics for Pie

💡 Feature suggestions & ideas
1

It would be useful to add below calculated metrics for the Pie.

  1. Pie Volatility (rolling 1 yr)
    Pie is a very useful feature but its capability isn’t fully usable without understanding how a Pie would perform against investor objectives. One such objective is low volatility for cash that is needed in 1y-3y horizon. Understating volatility helps to assure that cash is relatively safe if its needed.

  2. Pie Sharpe Ratio (rolling 1yr)
    Performance of pie is only meaningful compared to the risk taken to achieve the performance. Thus a rolling 1yr sharpe ratio could help investors understand their Pie better.

  3. Performance (total return) against benchmark
    This helps to choose own benchmark etf and see rolling 1 yr performance when compared to the benchmark ETF. I know this is more work to implement, so nice to have.

Thank you

1 Like
2

I agree.

As add on it would als be great to see al the pie related sociale posts

. And that you can search pies on strategy, region and theme etc.