It is only useful to me to have my portfolio linked to 22 seven if I can see:
1. The total annualized return on my investment (calculated using contribution values - from transaction history - and current value).
2. The monthly return - for kicks.
3. Investment advisor showing how a change in contribution (maybe a slider) to my portfolio will change the value of the portfolio at specific end date (e.g. retirement) based on historical return on the same portfolio.
4. A total fee calculator to show how the investment product is eating into returns.
5. A JSE market benchmark.
Right now all you're telling me extra, for volunteering pretty sensitive data to you, is my total net worth. Fair trade? I think not.
Comments
Hi Nadim,
Thanks so much for your feedback. Greatly appreciated. I'll be sure to pass it on to the rest of the team!
Would love this capability or at least a process to manage a 3rd party investment where i contribute and the total value fluctuates over time.
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