New FE Analytics RIY calculator

richallumrichallum Administrator
We've been testing this for a while and it's rolling out to some users on the live site now. It pulls through CAR and OCF from a chosen portfolio (or portfolios to compare), allows to add costs and fees, build in a target and produces a nice summary with critical yield and RIY and a simple report. It's free to Analytics users too. Recommend having a look if you have an account, I really like it.

Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. Republican.

Comments

  • benjaminfabibenjaminfabi Moderator
    Where is it @richallum ;?

    I can't see it obviously labelled in Charts, Tables or Reports tab.
    Benjamin Fabi FPFS
    Chartered Financial Planner

    http://twitter.com/benjaminfabi 
  • richallumrichallum Administrator
    It's not available to all users yet. In this menu...


    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. Republican.

  • benjaminfabibenjaminfabi Moderator
    Nice. Got it thanks 
    Benjamin Fabi FPFS
    Chartered Financial Planner

    http://twitter.com/benjaminfabi 
  • benjaminfabibenjaminfabi Moderator
    That's a nice looking output. Hopefully in time they'll pull in transaction costs. Not sure about introducing another definition of 'critical yield' but that's easily overlooked.
    Benjamin Fabi FPFS
    Chartered Financial Planner

    http://twitter.com/benjaminfabi 
  • richallumrichallum Administrator
    I agree, 'required return' would be better IMO. The annual breakdown goes live in the PDF next week. Auto pulling through of transaction costs will be very good, I know it's in the works.

    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. Republican.

  • Where is this, sorry. I'm being simple I know. I can't see where that screengrab you posted would be (to see if I have access to it yet)
  • richallumrichallum Administrator
    It's under the main menu


    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. Republican.

  • We don't have access yet, but looking forward to checking it out

  • @richallum said:
    We've been testing this for a while and it's rolling out to some users on the live site now. It pulls through CAR and OCF from a chosen portfolio (or portfolios to compare), allows to add costs and fees, build in a target and produces a nice summary with critical yield and RIY and a simple report. It's free to Analytics users too. Recommend having a look if you have an account, I really like it.

    Hi Richard, How do you generate or display a CY? I've just run a report between two portfolios and it gives the RIY for each, with a mini projection showing the effects of deductions for each. Can't see a reference to CY though. Perhaps it's been removed?

  • richallumrichallum Administrator

    @Gustavo_Fring that was linked to the target if you put one in but seems to have gone. I think this is new instead.

    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. Republican.

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