Today we (really are) releasing the improved Portfolio Graph, in version 2.0.1 of the app
It’s changed quite a lot & since there’s a few people here who like technical details, I figured I’d share how it works now:
- The value is position value + total cash, this is now the same calculation as the number that has always appeared above the graph.
- The historical portfolio graph data is hourly while the market is open, however the iOS app is calculating the current portfolio value “live” and it has been built so the app also injects that last data point into the graph so that the two always agree.
- The earliest the history will start from is 17/10/2018 (when we implemented the feature in the back-end), so some of the earliest testers will lose the data from before then.
This should be a big improvement! But we know that the graph’s not at it’s full potential yet. In particular, we want to display the Money Weighted Rate of Return (this calculates the return on your investments where more weight is put upon returns of portfolio when you have more money invested in it, and less when you have less invested in it), for your portfolio instead & we’ll be adding timeframes for the graph, to help you make sense of this data in the meantime.
We’ll be sharing lots more updates here of course!
This means that we’re 80% of the way through the Christmas list too