Portfolio Analysis
Registered by
simpsus
The portfolio as a whole is the users main interest. I for one would love to see a bunch of features that give you information of your portfolio as a whole, not a single asset
Blueprint information
- Status:
- Not started
- Approver:
- None
- Priority:
- Undefined
- Drafter:
- None
- Direction:
- Needs approval
- Assignee:
- None
- Definition:
- New
- Series goal:
- None
- Implementation:
-
Unknown
- Milestone target:
- None
- Started by
- Completed by
Whiteboard
Features I would like to see:
- A performance graph of the whole portfolio based on the daily saldo of the portfolio
- How many days did my portfolio produce a loss, how many days did it produce a gain?
- I don't know if the financial data provides this, but if it is possible to retrieve the benchmark index for each asset, I would like to
a) track per asset per day the performance compared to the benchmark
b) compute a benchmark for my total portfolio and track the performance compared to that
(?)
