Intelligent Money - your investment questions answered
Discussion
JulianPH said:
PorkInsider said:
Hi Julian - that's interesting, because it's definitely 0.2426% I'm up by, and that's the first movement in either direction on my chart.
It was at £0, then the funding shows from 8/7, no change in value at all on 9/7 and now up by 0.2426% on 10/7
I have no doubt it will be correct, so perhaps a timing thing.
That doesn't sound right. Send me message and we can look into this for you.It was at £0, then the funding shows from 8/7, no change in value at all on 9/7 and now up by 0.2426% on 10/7
I have no doubt it will be correct, so perhaps a timing thing.
Cheers
Julian
I didn’t think anything of it, but mine follows the same figures/dates if there is!
JulianPH said:
PorkInsider said:
Hi Julian - that's interesting, because it's definitely 0.2426% I'm up by, and that's the first movement in either direction on my chart.
It was at £0, then the funding shows from 8/7, no change in value at all on 9/7 and now up by 0.2426% on 10/7
I have no doubt it will be correct, so perhaps a timing thing.
That doesn't sound right. Send me message and we can look into this for you.It was at £0, then the funding shows from 8/7, no change in value at all on 9/7 and now up by 0.2426% on 10/7
I have no doubt it will be correct, so perhaps a timing thing.
Cheers
Julian
My SIPP was a fund transfer and went in on the 9th, that’s still showing even.
Steve H said:
i4got said:
I must be missing something on the dashboard. I can see a Plan Value and a graph but nowhere can I see a percentage. Are people calculating this themselves? Or is there a section that I am missing?
I worked mine out. i4got said:
I must be missing something on the dashboard. I can see a Plan Value and a graph but nowhere can I see a percentage. Are people calculating this themselves? Or is there a section that I am missing?
Glad its not just me!How hard would it be to show this on the dashboard somewhere? (Obv once all the new account signup/investment workload settles.)
I mean I know its not hard to work out manually, but some of us are plebs after all.
911pleb said:
i4got said:
I must be missing something on the dashboard. I can see a Plan Value and a graph but nowhere can I see a percentage. Are people calculating this themselves? Or is there a section that I am missing?
Glad its not just me!How hard would it be to show this on the dashboard somewhere? (Obv once all the new account signup/investment workload settles.)
I mean I know its not hard to work out manually, but some of us are plebs after all.
When you're adding random bits in here and there it's quite difficult to know a true gain/loss without some funky percentage-meter running in the background. Even Del would of had one by now..
eta - about an hour ago cycled past yer house Julian... saw the camera on your gate and was all set to pull a mooney.. if it wasn't for someone walking their dog opposite
Edited by Phooey on Saturday 11th July 19:43
I've been following this thread for ages, and have been so impressed with the (often) in-depth responses that I've moved a part of my pension over to an IM SIPP. Like many on here have found, both Julian and Nik (plus their team) have been responsive, clear and incredibly helpful.
No ulterior motive for posting apart from wanting to express my thanks and it's great to see first hand how their customer first thinking shines through - not only on here in the thread that keeps on giving, but also in their communication via other channels (email, phone).
Looking forward to meeting some of the team from IM and PH no doubt at an upcoming (fingers crossed) British GT event. I've certainly learnt plenty from this thread, not only about investing, but also what a valuable resource clear & unbiased conversation is around finance.
No ulterior motive for posting apart from wanting to express my thanks and it's great to see first hand how their customer first thinking shines through - not only on here in the thread that keeps on giving, but also in their communication via other channels (email, phone).
Looking forward to meeting some of the team from IM and PH no doubt at an upcoming (fingers crossed) British GT event. I've certainly learnt plenty from this thread, not only about investing, but also what a valuable resource clear & unbiased conversation is around finance.
Just a quick hello from an IM newbie. The PH Recovery band wagon got me interested and after a quick call with Nik on Thursday I was promised it's the quickest way to a brand new lambo short of Forex 
Seriously though, thanks to Nik for taking the time to chat through my options. Looking forward to getting going!
Seriously though, thanks to Nik for taking the time to chat through my options. Looking forward to getting going!
Edited by King David on Saturday 11th July 21:24
GR_TVR said:
JulianPH said:
PorkInsider said:
Hi Julian - that's interesting, because it's definitely 0.2426% I'm up by, and that's the first movement in either direction on my chart.
It was at £0, then the funding shows from 8/7, no change in value at all on 9/7 and now up by 0.2426% on 10/7
I have no doubt it will be correct, so perhaps a timing thing.
That doesn't sound right. Send me message and we can look into this for you.It was at £0, then the funding shows from 8/7, no change in value at all on 9/7 and now up by 0.2426% on 10/7
I have no doubt it will be correct, so perhaps a timing thing.
Cheers
Julian
I didn’t think anything of it, but mine follows the same figures/dates if there is!
Gallons Per Mile said:
I believe that's all coming in the software update in the near future. It's been mentioned quite a few times now, along with a load of other stuff, like a graph with your contributions overlaid on a graph of the plan value, and so on
Phooey said:
911pleb said:
i4got said:
I must be missing something on the dashboard. I can see a Plan Value and a graph but nowhere can I see a percentage. Are people calculating this themselves? Or is there a section that I am missing?
Glad its not just me!How hard would it be to show this on the dashboard somewhere? (Obv once all the new account signup/investment workload settles.)
I mean I know its not hard to work out manually, but some of us are plebs after all.
When you're adding random bits in here and there it's quite difficult to know a true gain/loss without some funky percentage-meter running in the background. Even Del would of had one by now..
eta - about an hour ago cycled past yer house Julian... saw the camera on your gate and was all set to pull a mooney.. if it wasn't for someone walking their dog opposite
Edited by Phooey on Saturday 11th July 19:43
As Gallons Per Mile has said, this is coming in the next software update.
Whilst it is very easy to show the percentage change of each portfolio, it is far more complex to show the percentage change in your money as you have to factor in new investments and income withdrawals.
The geeks are on it though!
Phooey, I only had the security system installed when I found out you lived down the road!
You should have popped in for a cuppa!
tight fart said:
Would it be possible for IM to have a PH only page, something that I could log into and show the wife that, PH recovery has in fact done so well that it’s paid for my new motorbike?
We are looking at having a dedicated section for the PH gang on the IM website, but given we have one here and there are more pressing development matters (see above) for our software team, this has fallen down our to do list.lexham said:
I've been following this thread for ages, and have been so impressed with the (often) in-depth responses that I've moved a part of my pension over to an IM SIPP. Like many on here have found, both Julian and Nik (plus their team) have been responsive, clear and incredibly helpful.
No ulterior motive for posting apart from wanting to express my thanks and it's great to see first hand how their customer first thinking shines through - not only on here in the thread that keeps on giving, but also in their communication via other channels (email, phone).
Looking forward to meeting some of the team from IM and PH no doubt at an upcoming (fingers crossed) British GT event. I've certainly learnt plenty from this thread, not only about investing, but also what a valuable resource clear & unbiased conversation is around finance.
Hi lexhamNo ulterior motive for posting apart from wanting to express my thanks and it's great to see first hand how their customer first thinking shines through - not only on here in the thread that keeps on giving, but also in their communication via other channels (email, phone).
Looking forward to meeting some of the team from IM and PH no doubt at an upcoming (fingers crossed) British GT event. I've certainly learnt plenty from this thread, not only about investing, but also what a valuable resource clear & unbiased conversation is around finance.
Thank you very much for your kind words.
Whilst we never ask anyone to post positive feedback on what we do, we are always very grateful to receive it!
Have a great weekend and I hope to see you at the races.
Cheers
Julian
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