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Anonymous
At the moment, i can only see the dollar amount and it is too simplified. I hope to have two features implemented
1) Gain/Loss Percentage to see how many %
2) Projected Future Estimate Graph (Lowest, Mid, Highest)
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Hao Yu
07 Jun 2019
Advisory Specialist at MoneyOwl
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Dear anonymous, thank you for your suggestions.
On your request to show percentage return of your portfolio instead of just showing the dollar amount gained or lost, we are pleased to let you know that we are currently working on it and you will soon be able to see it.
On the projected estimate graph, you will remember that just before you open your account to invest your money, we showed a graph that gave the best, median and worst return that can be achieved by your portfolio 75% of the time over your investment period. However, on a short term basis, market sentiments may make your portfolio behave in a way that is different from the long term returns projection. This can sometimes cause panic or over exuberance and influence investor behaviour, something we at MoneyOwl discourage. This was why we hesitated showing this number. But we hear you and we will look at how best we can track your portfolio current performance versus its long-term projection. But If you have any concerns and wish to discuss your current portfolio, you know you can contact us at [email protected]
Thank you once again for your suggestions.