Share your thoughts and ideas for the WiseAlpha website.
Is there an easy way to work out how much I have put into WiseAlpha? I have never withdrawn money, I have earned a few bonus money extras, but have no idea what I have put in. Just keep adding a little more when an interesting bond pops up.
Thanks for your question @Kazamx. Let me show you a quick way to figure out the net amount you have deposited into WiseAlpha.
In Account Summary, take note of “Portfolio Value” and “Gain/Loss”. Net deposited amount is Portfolio Value - Gain/Loss + Wallet.
In our FAQ we show an example account with Portfolio Value of €32,856.80, Gain/Loss of €2,046.46, and Wallet of €0.
The example client’s portfolio is currently worth €32,856.80, of this €2,046.46 was investment returns, so we can figure out the client deposited €30,810.34.
Thank you for the reply. I assumed it worked like that, but the numbers don’t fit.
I have always deposited in multiples of £100
I have earned £25 from a promotion and £50 from a referral.
I have zero in wallet
When I take my Gain/loss from my Portfolio Value it shows £5,642.44. I assume its me being dense. But I can’t work out how multiples of £100 with £75 in offers minus my gains can end in those numbers
I have sent the email through.
Let us hope that it’s just me being dense and the system works fine.
EDIT: Tom got back to me. If your trying to do the maths, don’t forget to click lifetime reporting before working things out. If you don’t you will get a strange number like I did.
Be able to sort/filter by maturity / YTM / ratings / sector / country would be interesting.
Create a dashboard on performance metrics (IRR since inception, year by year, YTD performance, QTD ,MTD, etc + visual representation of capital variation over time (with bar charts for instance on in/outflows.
At the bond level, graphic representation of the “listed” price variation over time + adding links on graph to market events (rating changes). This second part should be easy with cityfalcon?
The home page is not very welcoming, requiring you to take a survey before you can enter the site proper. Once complete, the landing page looks great. Are you required to have that bland home page, or could you have that appear after someone clicks on “Open Account”?
Great question. Unfortunately, it’s currently a regulatory requirement. However, we are having some positive discussions with the FCA about removing this in the near future.
Is there a way to look at the future cashflow from my investments in the form of monthly income. At the moment under the activity tab I can see a very detailed projection of income and redemption of bonds against each date but I would like to put that information into my spreadsheet for future income for each month. I guess the idea would be a csv format monthly projection - is that possible.