Portfolio Performance App - The first version :-)

:upside_down_face: Iliyan_Pavlov @Sn1kk3r5

Let me try to unpack the discussion here.

There are three source of potential problems:

  1. First, the file format must be “binary” or “password-protected”.
  2. Second, sometimes it is not possible to select the file in the file picker - it is greyed out even thought it is the correct format
  3. Third, sometimes the cloud provider is not visible in the file picker - even though it has been activated on the phone

About the file format:

The XML file format is not supported on the mobile device. And there is a “legacy” encrypted file format that contains XML - that is also not supported. So I understand the confusion - it is password-protected but still does not work. I have remove this in the latest version of the app (it can be loaded, but it is not possible to create it anymore). And I have tried to improve the error message in the app.

About the file not being selectable:

In short: in order to tell the mobile operating system which file the app can open, I have to provide a file name pattern and/or MIME type. If a file is not matching, then it is greyed out. I have no idea why - for some cloud storage provider - this is not working. One example was Google Drive. The file has the correct pattern, but still not selectable.

I have now changed the behavior slightly (not published yet - still a test version): I removed filter - one can now pick all files including text, image, etc. Then I can open the files even on Google Drive. If the file is something else (text, image, XML) then I print an error message.

About the cloud provider not available even though it is activated:

Here I still do have no idea what happens here. It is not my code, but the iPhone code. Maybe a restart of the phone works. I have not been able to reproduce this.

@Iliyan_Pavlov I understand you have the problem that you cannot select the file even though it has the “right” extension (e.g. portfolio). I am a little bit puzzled because I have not seen this for iCloud. Drop me an email if you want to run a test version.

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The problem with the file election on iCloud was solved upon advice from @Sn1kk3r5, It was my mistake not going for the menu Save As on my PC, but for Export. Now works fine over iCloud. OnDrive is still not visible though.

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That is the issue #3 from my list above. I haven’t been able to dig up something here. :unamused:

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Solved. Thank you very much!

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Well, I’ll stick to iCloud then. I’ll anyway update the file only once a month. Thank you.

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I’m using the app with a password protected file and use 1Password as password manager. While the password field is recognized and prompts the iOS autofill, it doesn’t recognise that the app is portfolio performance and thus you need to search for the right login before able to fill it. This thread seems to describe the cause and solution

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Ugly. Let me check this Associated Domain Setup. Thanks for reporting.

One more comment: if you let the “remember the password”, then it is using the secure enclave of the phone to store the info. And it does not store the password itself, but the generated AES encryption key. Generating the key with the many iterations is the expensive operation.

And one more: I setup the associated domains, but even though I created the password via 1Password, it did not pre-fill it the next time around. I will have to investigate further.

Hi - just wanted to bump it up. Am I the only one with this issue?

I am not sure I can reproduce this. In this test, I have created one interest payment of 100 and one interest chart of 20. I realize it is hard to notice (I could add a sign), but I think the total is okay.

Alright, thanks much - I see what you mean. I couldn’t check that directly in the app given small amounts in different currencies, but if it actually calculates well and the figure could be shown as negative for outflows in the future that would be great

Hi, since a few days I’m seeing differences between the mobile app and the desktop version. Even tho my securities have the same latest quotes, the performances on mobile are incorrect while they are correct on desktop. It’s easily noticeable when using a 1 day interval which I mostly use.
Did something change in a app update or did I mess with something ? Since everything is ok on desktop I would assume I did not :sweat_smile:.
It’s very weird because today in the morning it was fine, but at some point in the afternoon it got messed up and was no longer correct.

Edit: I removed the file and added it again, it fixed the problem :thinking: (but I lost everything in my mobile dashboard)

Hi and thanks so much for creating the app! Love the desktop version and now the app as well. However, if I can come up with a wish for a potential new feature is to be able to see the perferomance (preferably in TTWROR) of each asset in the section “Assests”, instead of just valuations. That will be very useful if you just want to check how your stocks are doing today (when you are on Interval 1 day). Now I just see valuations in red and green which doesnt tell me much about the daily %-perfermance except that red are down and green are up. :smiley: I can check it of course on TradingView, but it would be awesome if it is also possible on the PP app.

Maybe it is on the agenda for future updates, so I appologise for the impatience.

Cheers and thanks again for the app!

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Just as a sneak preview - the next version has a layout that shows this:

Bildschirmfoto 2024-04-21 um 20.57.27

current value daily performance total performance
current price daily change total change

It will take some more testing…

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Thanks for the App, but I can’t download it to my device, when I go to page https://play.google.com/store/apps/details?id=software.msm.portfolio_performance it said “This app is not available for any of your devices”, when I search the app by android Google Play App, the search result haven’t show PP.

My device is Samsung Galaxy S23, and I living in Hong Kong.

@Roy

Due to local restrictions, it is currently not possible to download the mobile app from the App Store in Hong Kong. The problem is known. Unfortunately, there is currently no solution.

Cheers, Laura

A workaround would be to use an APK downloader and download the app on your PC. Then copy the APK to your Samsung phone and install it.

such as:
https://apps.evozi.com/apk-downloader/

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hi, that’s what I was doing previously (through a different website), but it does not work anymore

I’ve also just tried your website, same thing, can’t download (tried the full url and package name)

Is it working for you ? if yes, would love some help please

Thanks for @Laura and @stoeggich reply, fully understand the reason, but I don’t want to take risk to download APK form 3rd website, so I created a Singapore payment account for my Google Play and I can download the APP now, thanks guys!

@AndreasB Can you make the app version available for download as an APK file on the homepage?

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I would love that as well