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project home for https://multifol.io/ -- tools to plan Annual Savings and Track your Portfolio
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weighted expense ratio is included by default in portfolio review text #191

Closed rrelyea closed 1 year ago

rrelyea commented 1 year ago

LadyGeek:

I see retiredjg's posts in [url=https://www.bogleheads.org/forum/viewtopic.php?p=7362100#p7362100]Re: Please Try Out Test Posts Here[/url]

I disagree with adding "Weighted Expense Ratio" to the template. That's a concept that many new investors will not understand and it is likely to confuse them further. Each fund has an expense ratio and the objective of the template is to show which funds are high in expenses. The overall expense ratio is not needed for questions here. Please keep the tool output aligned with the forum's template.

rrelyea commented 1 year ago

replied at: https://www.bogleheads.org/forum/viewtopic.php?p=7369842#p7369842

Currently, the Portfolio Review tool and the Portfolio Tracker show weighted expense ratio calculation.

In portfolio review, there is a "show portfolio analysis" checkbox, that is currently checked by default. If the user unchecks that, actual asset allocation and weighted expense ratio are hidden.

In portfolio tracker, actual asset allocation is part of the allocation view and weighted expense ratio shows below the portfolio table, in every view.

I've opened up an issue to track the feedback that the copy review button includes it unless the user unchecks the checkbox: https://github.com/bogle-tools/site/issues/191

rrelyea commented 1 year ago

fixed with: https://github.com/bogle-tools/site/commit/7ffef8fca3c2e020745607e1ded26107bc181374