Hi,
Since your latest updates, diagrams and manuals investments are displayed together. This has a negative impact on the performance indicator.
In my case, I have a diagram to auto-invest a little bit every day on a share.
Today, I manually invested (outside the diagram) on the same share.
That made the performance of my diagram drop because your system use the average value of all shares (manual + diagram) to calculate the performance. Now my manual buy and my auto-invest have the same performance. It is wrong !!
I can’t compare my everyday auto-investments and my “one time” investments anymore.
Diagrams and Manual performance should be calculated as 2 separates objects.
Hey, @Vinci74 - thanks for sharing your thoughts with us.
After the latest update, we now show 2 key metrics inside each Pie:
Total Return, which gives a complete picture of your investment performance, including realised profits and dividend income, as well as your positions’ current potential profit or loss.
Rate of Return, which is based on a money-weighted rate of return (MWRR) and factors in the timing and size of your investments to give a more realistic picture of your pie’s performance.
As part of those changes, the performance of shares you hold within a Pie now matches the performance of the shares you hold outside of a Pie, and the return is the same across your entire portfolio. This is the intended behaviour, and we will not be reverting back to the old interface or visualisation. Still, I understand that you were used to the way things were previously displayed, and I’ll forward your feedback to the team. We’ll let you know right away if there are any other changes in the future
Thanks for your answer.
But I think your new display is totally obcure. You don’t show basic values anymore.
I use the Pies for long term investments. Sometimes, I buy manually some shares for a short period of time, and I can’t see the return of this manual investment alone anymore.
I am looking now to an alternative to Trading 212.
What a pity, your app was so good before.
update : Or at least, make an option in the parameter to choose between basics/“smart” display.
In addition, the time scale of a Pie is always reset to 1 DAY. I would like to keep the previous chosen scale (as it was before).
I can’t agree more with this. For some users, including me the new MWRR is totally useless.
I have several pies that I use as benchmarks and cross-compare them. Now that the return of a given stock (that is present in multiple pies) is homogenized I can’t compare the returns of the pies anymore.
Hence the whole benchmarking is impossible.
Please allow us to choose which metrics to look at!
Hi @Momchil.G is it really not possible to have the option to revert to the old way of seeing returns? As I explained on my previous post I use pies to benchmark different analysts recs / sectors / mock portfolios etc. With the current method it is impossible as every stock shows the return based on the history of the stock itself, aggregating every buy and sell order across all pies.
Without the benchmarking I am missing a key component of my investment strategy and all for the lack of a feature that existed before, I think it’s a real shame…
