*Public Announcement: New Portfolio Update*

We're excited to announce that we've just updated an entirely new, sleek and comprehensive portfolio for everyone!


Key features include:

  • dividend tracking
  • comparisons with STI index
  • portfolio composition
  • sector breakdowns
  • all open, closed positions and current holdings
  • importing and exporting via CSV format
  • cash balance
  • currency denomination
  • multiple portfolios

Simply click this link to experience it now: https://www.investingnote.com/portfolios  or  click the "portfolio" button at the top navigation bar.

Note that this is currently only available on website. We will update this to our iphone and android apps very soon. Please bear with us.

Good things must share! Help us spread the word! 

-Your Friends At InvestingNote

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21 likes 80 comments
traderx

The android app last row always shown up on our phone as duplicate i.e. there are two identical tickers.

soha

Hi IN,

It seems like my portfolio is showing Portfolio Return Changes instead of Portfolio Return. Is there a way to change it to Portfolio Return?

Thanks

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soha

Reply to @InvestingNote : I see, will you be adding ability to change it between portfolio return changes and portfolio return?

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destsh

Hi IN,

Quick question if there was an update done to the Mobile app?

The portfolio used to be sorted alphabetically but it does not appear that way any more.

Tried both in IOS and Android.

Thanks

InvestingNote

Reply to @destsh : Hi thanks for your enquiry, we have not yet updated this portfolio on our app. Once we do so, we will do a shout out. Stay tuned!

ahvin2020

There's something wrong with the dividend:
- i have 2 portfolio having fraser logistics, there's dividend paid for the 2 portfolio on 7 Aug, but currently both portfolio's dividend is grouped together on 1 portfolio

- there's only 1 payment on 7 Aug: http://infopub.sgx.com/Apps?A=COW_CorpAnno...
but investing note's upcoming events shows 3 at $0.0101, in portfolio page, the dividend payout should be $0.0101 instead of $0.0069, think this is caused by the company increased the dividend amount from $0.0069 to $0.010 few weeks ago

ahvin2020

Reply to @InvestingNote : Woohoo! thank you n keep up the good work!

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RotiBlata

I think if we add an investment from very long ago and delete it, the graph will go wierd.

InvestingNote

Reply to @RotiBlata : Hi we have some problems with the data previous. The problem should be fixed already. Our system are regenerating those data for users, it will take a while.

zhaolinchen

Sorry, new user here. Can I ask how is the following calculated? The numbers seem very weird on my graph and don't seem to match intuitively

1) total returns
2) Portfolio return
3) Portfolio return changes

InvestingNote

Reply to @zhaolinchen : Hi, the P/L is the total realized P/L + unrealized P/L. The Value is the current portfolio value (those shares that you still have on hand). So you can't use P/L / Value to get the total return. Total Return here also account for those positions that you have closed. You can also mouse over the ? mark on each of the term at the portfolio page to see the explanation.

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destsh

Hi IN, the graph displayed is wrong, is there a way to fix it?

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eggprata92

Hi IN,
really appreciate the effort on this, it was working very well for me until a few days ago when there was a unexpected -100% dip, causing the whole graph to skew as shown in the attachment, hope you can have a look at it, thank you.

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zhaolinchen

Anybody has problems deleting their portfolios?

InvestingNote

Reply to @zhaolinchen : Hi this issue has been fixed. Thanks

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EmmaTeo

I hate the new portfolio. Layout is messy. Positions now have to click /refresh with the new tags, the calculations are still not accounting for average trades. Charts show by sector, but not really by companies. Dividend table doesn't show total. The previous version was basic but useful, current version not useful in the least.

InvestingNote

Reply to @EmmaTeo : Hi Emma, thank you for your feedback. We know that the new version still have a lot of room to improve. We welcome any new ideas on how to better improve it. However, we would like to highlight a few key difference between this version and the past version. The new version allows you to show realized profit/loss (closed position), while the old version can only show the unrealized profit/loss. We are tracking the dividends while the old version doesn't allow. You can also use multiple portfolio in this new version.

Regarding the feedback to show the total dividend, it is actually shown on the top banner area. Please let us know if you have any other suggestions. Thank you.

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