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Old 29-09-2007, 06:48 PM   #1 (permalink)
Sim
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Join Date: Aug 2007
Location: Sydney, AUS
Posts: 59
Feature requests

Please post your feature requests in this thread.

Some things I'm planning on adding:
  • Index data (although without accumulation indexes, this is of questionable use)
  • Comparisons (fund vs fund, plus fund vs index)
  • Performance comparison tables (shows a number of funds for direct comparison)
  • Volatility (not sure exactly how yet - but I want to add a measure of performance volatility suitable for people who use margin loans)
  • Portfolio Management (track the value of your own portfolio, plus margin loans)

... any other suggestions ? The more specific the better!
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This is a general comment only and does not constitute advice. Before making financial decisions you should seek advice from a professional adviser, who can take into account your specific circumstances and investment goals.
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Old 30-09-2007, 11:27 AM   #2 (permalink)
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Additionally not sure how hard it would be, but maybe in the historical financial year portion, maybe you could have the date the fund started or inception... it would just be good to have that all on the one page...
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Old 30-09-2007, 11:40 AM   #3 (permalink)
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Ok getting greedy...

in the graph section, at the top where it has options, would it be possible to have somewhere to tick or select that from the begining of your period you can restart the value at 10k from the first date. Say in W/S geared, it says your initial amount is 80k at the begining of the year. Alternatively maybe you could put your own value in (but im guessing this is what your talking about with the portfolio manager)

fantastic site though....
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Old 30-09-2007, 11:51 AM   #4 (permalink)
Sim
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Location: Sydney, AUS
Posts: 59
Thanks for the feedback and suggestions Dave.

The "value of $10K" figures ($10K is an industry standard amount used for these purposes) are pre-calculated and stored in the database, and would be too processor/database intensive to calculate on-the-fly for each fund ... especially when you add moving averages (which take 5 times the processing to add, and are the slowest part of the entire data update process!!)

Yes, the portfolio manager is intended to be where you'd go for this type of information for your own portfolio. I'm not quite sure how I'm going to implement it yet - but some form of historical value information would be good.
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This is a general comment only and does not constitute advice. Before making financial decisions you should seek advice from a professional adviser, who can take into account your specific circumstances and investment goals.
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