portfolio-performance / portfolio

Track and evaluate the performance of your investment portfolio across stocks, cryptocurrencies, and other assets.
http://www.portfolio-performance.info
Eclipse Public License 1.0
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Improve monthly average in earnings widget #2117

Open uok opened 3 years ago

uok commented 3 years ago

@buchen, @inv-trad, I'm happy that my idea #1795 made it into reality :-)

3 small suggestions:

Thanks!

uok commented 3 years ago

another idea for improvement:

right now average is calculated by date and does not consider if data is entered, for example:

31.01.2021: 100 interest 28.02.2021: 200 interest widget shows today, 01.03.2021: 100 average/month expected: 150 average/month (because no data has been entered for March)

This little change would make it for helpful during the year. When you enter data each month you can easily see how your portfolio is doing in comparison to monthly average from previous year(s)

Pnda87 commented 3 years ago

another idea for improvement:

right now average is calculated by date and does not consider if data is entered, for example:

31.01.2021: 100 interest 28.02.2021: 200 interest widget shows today, 01.03.2021: 100 average/month expected: 150 average/month (because no data has been entered for March)

This little change would make it for helpful during the year. When you enter data each month you can easily see how your portfolio is doing in comparison to monthly average from previous year(s)

I like your suggestions in post 1. However I disagree on post 2.

Example: Jan: 100 interest Feb: 100 interest Mar: 0 interest Apr: 200 interest

The average in this example is undoubtedly 100, right?

uok commented 3 years ago

Thanks! If in CURRENT month (e.g. March) there is no entry, the widget should not count it as 1 month and in my example therefore divide total profit by 2 and not 3