Use two tabs:
- first Tab shows all banking transaction plus current depot cashflow summary (one row current total invested[+tax and other depot related payments], one row current total dividends received [+ sells and other depot related inflows])
- second Tab shows all depot transactions (+ future monthly saving plan spendings)
Add the option to switch between simplistic view and advanced analytical view of the portfolio.
In the advanced mode:
- add Dividend Calendar Tab (show which companies/etfs are paying dividends in the up-coming week/month)
- add categories to Brokerage Positions (In the Portfolio view sort into ETFs and Stocks category and for ETF sort in sub categories: Money Market, Bonds, Stocks, ETP/C and Others )
- add Analytics Tab (Pie/Bar Charts by Category[see above], Sector, Continent, Country and Currency Distribution [incl. Breakdown of ETF Positions]), separate line chart showing portfolio against benchmark (with something like FTSE All-World, MSCI World, S&P500, DAX, …)
- for each position in Brokerage view add additional analytical information bubble that shows internal rate of return (IZF), personal dividend yield (yield on cost), time-weighted rate of return (neutralising effects of buys and sells [saving plan])
Option um Filterung der Positions Liste zu ändern. Momentan ist es als „Total Value“ geordnet spannend wären aber auch Optionen nach „Absolut Gain(€)“ oder „Relativ Gain(%)“ zu ordnen.
I keep my Phone and my Apps always up to date. However, for some reason my friend already has all these new cool features that you advertise on all social media platforms and in the TR app, while I am still waiting to see any. The weirdest part ist that we have even the same phone. I do not get how you select who receives the Updates and who does not?!