Multi year reporting

When looking at multi year returns, it would be useful to see total returns as an option as well as the per annum returns shown currently.
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  • Thanks for the idea David. Andrew and I were actually discussing this yesterday, it's certainly something we'll consider!
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  • Hi team,

    Any update on being able to report for multiple periods? It would be great to be able to select multiple periods such as 1, 3, 6, 12 months, 1, 3, 5 years, since inception. Also being able to report multiple 1-year periods ie calendar year 2016, 2015, 2014 etc.

    Even better if we can select the ending period, ie 1,3,6,12 months ending 31 March 2017.

    These periods could then be shown as a summary performance as income return, capital growth return, total return, benchmarks return in a simply table.

    Whilst most of this information can already be obtained, it's rather time consuming being only able to run one period at once.
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  • This reply was created from a merged topic originally titled Performance Report.

    Hi SS,
    I am hoping there is a report to show comparison of returns on a p.a. basis for multiple years. For example, 1 month, 3 month, 6 month, Financial year, 1 year PA, 3 Year PA, 5 Year PA and Since inception.
    Thanks!
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    This reply was created from a merged topic originally titled Performance report suggestion.

    If the reports are being worked on I would like to see a report that shows the following performances on one line:

    1 month return
    3 month return
    1 year return annualised
    3 year return annualised
    5 year return annualised

    Smartshares provide this return format if you click on their 'returns' tab on their site.https://smartshares.co.nz/fund-invest...

    In that way you could see, at a quick glance, how your portfolio is trending over several time periods. It's a bit misleading to think that because your portfolio returns look good when the time frame is set to 'since first purchase' when in the current 12 months it has not looked that crash hot!! thanks.

    Please consider this if it's not too much trouble. I would find it very handy. I treat my portfolio like a fund manager does...
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