investment return tracking (performance)
N
Nik
Use investment transaction data to show REAL (money weighted) annualized investment / portfolio performance.
Most brokerages just show the change in account balance (time weighted), which doesn’t adjust for deposits / withdrawals and usually overstates performance.
You could use the plaid transaction data to show the true (money weighted) portfolio and position performance.
Nobody does this (well) and it shouldn’t be too hard for you guys to integrate.
W
William
This should include goal setting and tracking, per-position performance (let me create the position groupings), and povide daily performace tracking.
Jeremy, R$ Product Team
Merged in a post:
Option to view investment history
S
Sheryl
Right now I'm unable to filter on historical investments, and investments are excluded from budgets. Would be great if we could see historical investments made, to keep track of how much we are saving over time
Jeremy, R$ Product Team
Merged in a post:
Investment summary
L
Leandro
Please include tha ability to see how much money has been sent to the investment category
Jeremy, R$ Product Team
Merged in a post:
Investment tracking
K
Kelly
Add more data and analytics around my investments. I would rather track my returns/losses here than use another app.