Closed CarlosOliveira1988 closed 2 years ago
It was created the following columns in the below mentioned tabs. Basically, it is shown the current market yield and the adjusted yield, based on the mean buy price.
The information related to IPCA and CDI come from Status Invest home page: https://statusinvest.com.br/ The information about SELIC is the same about CDI. All these information are related to the last 12 months cumulative value.
Renda Variável tab:
- Dividend-Yield
- Dividend-Yield Ajustado
Renda Fixa tab:
- Taxa-média Contratada
- Taxa-média Ajustada
Tesouro Direto tab:
- Taxa-média Contratada
- Taxa-média Ajustada
Please, check the results in the commit ffbc4df
Is your feature request related to a problem? Please describe.
When working with 'Renda Fixa' and 'Tesouro Direto' investment types, it is useful to have the adjusted return values related with SELIC/CDI/IPCA. Such values are useful when comparing with prefixed interest rates and 'Dividend-Yield' from stocks, for example.
Describe the solution you'd like
For 'Renda Fixa' and 'Tesouro Direto', we need to show the 'Rentabilidade Ajustada' column with at least the following possibilities:
Describe alternatives you've considered
Usually, the prefixed rates are shown in an annual basis (the last 12 months).
Since the IPCA index is commonly shown as the 'cumulative rate' in the last 12 months, then consider the same logic for CDI/SELIC.
That will make easier the comparison between several types of investments.
Then, follow some examples, considering the period from April/2021 to March/2022:
Additional context
N/A