Monthly performance-neutral transfers

English Reports
1

Hi,

I’m looking for a way to get an overview of the performance-neutral transfers (deposits) on a monthly basis. Ideally, I would like to have this on a performance dashboard.

Is this possible in Portfolio Performance?

Thanks!

/Jonas

2

Next release, but not on the dashboard.

3

Just to be clear: Do you mean that it will be available in the next version? But not available as a widget on the dashboard?

If yes, that sounds fantastic.

Do you know when that will be released?

4

Yes, it will be a new option for “Income & Earnings”, or whatever it is currently called (will be renamed “Payments”).

Whenever Andreas finds the time to build a release, I guess. Might be this weekend, or might be not.

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5

Any news on the release plan?

6

No, only @AndreasB himself could say anything about his plans.

7

If all works out, then tonight…

3 Likes
8

That’s brilliant. I really appreciate your work!

1 Like