Thanks for the suggestions, we’ll evaluation and take a name.
Hello, even now the curve doesn’t deal with the method of gifting shares.
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Hello @tallerballerWe simply went reside with a brand new replace the place we’ve added extra benchmarks to check your portfolio towards. Inventory switch dealing with is subsequent in line, as this requires some workaround.
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@siva @TheGouda @Ruchi_PorwalI wish to request a characteristic enhancement for the efficiency curve . It could be nice to have:
A customized date vary possibility to research efficiency over particular intervals.
A time interval menu with choices like 1M, 3M, 6M, YTD, 1Yr, 3Yr, 5Yr, and Max.
You possibly can zoom in/out or transfer graph horizontally to regulate time interval. We’ll evaluation offering time interval choices. Thanks for the suggestions.
Hey @tallerballerWe are taking a bunch of inner updates for the efficiency curve reside within the coming days. It will go reside together with it.
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Hello group,
Once I see throughout completely different time frames, the NAV worth of the portfolio stays identical in absolute phrases (which is predicted) however the benchmark NAV worth adjustments.
Attaching the screenshot of two random dates when seen in numerous time frames for reference.
Harshit_Gupta:
Once I see throughout completely different time frames, the NAV worth of the portfolio stays identical in absolute phrases (which is predicted) however the benchmark NAV worth adjustments.
Hello @Harshit_GuptaWe are unable to breed the problem that you’ve talked about. In the event you might DM us your consumer ID, we are able to get in contact with you to get extra particulars and determine the issue.
Hello Workforce,Simply a problem I had a couple of company bonds in my portfolio, and so they acquired redeemed on maturity, which tousled the console graphs. How are bond maturities processed for these NAV Curves?
Chetan_Nahata:
How are bond maturities processed for these NAV Curves
Hello Chetan, bond maturities are at the moment not dealt with on the curve. It’s on our listing of additional updates.
Oh okay so if I had a portfolio of say 1L and 10k bonds matured what occurs to fairness curve does it drop sharply because the worth of the belongings remaining is 90k solely??
