Intelligent Money - your investment questions answered

[PorkInsider]

Mine is also fine.

I did notice at login there was a message like 'login details ok' or something like that which I've not noticed before, so maybe there's been a tweak to the login process.

[Shnozz]

PorkInsider said:

Mine is also fine.

I did notice at login there was a message like 'login details ok' or something like that which I've not noticed before, so maybe there's been a tweak to the login process.

I noticed a sort of glitch in the matrix style thing when I logged on too.

[Burwood]

dsl2 said:

Morning IM peeps, is it just me or is there an issue with the client portal login this morning as its telling me my apple retained login details are incorrect which isn't the case as I've been using them every day for months?

I assume you mean your Mac keychain? I've experienced this once before, maybe 4 months ago.

[ben5575]

IM and tax planning has been mentioned on this thread a number of times.

Sadly it remains complete double dutch to me despite the seemingly clear explanations on this thread.

All being well, I should have a reasonable sum arriving into one of my companies in the near future. Are IM able to explain how the the tax might impact me in a number of given scenarios? Obviously I am seeking an explanation rather than any advice.

[Burwood]

Hi Julian, I may have missed an update-when is the Norwegian/Delta sale proceeds expected to show

Generally, if one switched to cash, can you trade that element before the cash shows? I'm not referring to the stocks IM sold but within the various funds switched by the account holder. I assume the answer is no, you can't. TIA

[Voodoo Blue]

dsl2 said:

Morning IM peeps, is it just me or is there an issue with the client portal login this morning as its telling me my apple retained login details are incorrect which isn't the case as I've been using them every day for months?

Mine isn't working either. It seems to be removing the spaces between the individual words of my user name after they are typed in so clearly a technical issue. Doesn't work on iPad or iPhone either so maybe an iOS/MacOS problem.

[JulianPH]

Hi All

Sorry, it was a very busy day yesterday and I am now playing carch up!

I'll get back to everyone at lunchtime.

Cheers

Julian

[KTF]

Looks like there has been a bit of an upgrade as the login screen is different and there is now the option to export the data to a .csv as well.

[B9]

The new features are great

Delighted with how quickly my daughters Junior SIPP was setup. Bank transfer yesterday and I see it's invested into PHR already! Can I just check when the HMRC 'top up' is applied?

Also, thanks to Nik and Rosie for the quick responses ref how much of this years ISA I have left. I certainly don't expect replies after 11pm!

[CharlesdeGaulle]

Voodoo Blue said:

dsl2 said:

Morning IM peeps, is it just me or is there an issue with the client portal login this morning as its telling me my apple retained login details are incorrect which isn't the case as I've been using them every day for months?

Mine isn't working either. It seems to be removing the spaces between the individual words of my user name after they are typed in so clearly a technical issue. Doesn't work on iPad or iPhone either so maybe an iOS/MacOS problem.

Mine wasn't working last night and I couldn't log in. Same issue.

[Taita]

Wuft, firmly in the hurt locker with PHE, down 9.5%.

Hope exchange rate sorts itself slightly in the coming months.

In it for the long haul etc

[markiii]

must be PHR having a good day then, mines up a good chunk today

[leef44]

Shnozz said:

PorkInsider said:

Mine is also fine.

I did notice at login there was a message like 'login details ok' or something like that which I've not noticed before, so maybe there's been a tweak to the login process.

I noticed a sort of glitch in the matrix style thing when I logged on too.

Did you get that deja vu feeling? Was there a black cat involved?

[2Btoo]

KTF said:

Looks like there has been a bit of an upgrade as the login screen is different and there is now the option to export the data to a .csv as well.

Yup. The *.csv export is useful - thanks to IM for adding it.

What would possibly be more useful is to add to the *.csv another column with the day's value of the fund, not just the value of the money you have in that fund. That way you can see the fund performance over time, irrespective of whether you have invested in or drawn down from it.

If that number with the day's value could appear on the website that would be very helpful too, meaning that a user could see the value without needing to download the *.csv.

Thanks, and please don't think these comments are anything other than constructive feedback!

[eldar]

Voodoo Blue said:

dsl2 said:

Morning IM peeps, is it just me or is there an issue with the client portal login this morning as its telling me my apple retained login details are incorrect which isn't the case as I've been using them every day for months?

Mine isn't working either. It seems to be removing the spaces between the individual words of my user name after they are typed in so clearly a technical issue. Doesn't work on iPad or iPhone either so maybe an iOS/MacOS problem.

Same problem for me, but add windows 10 having the same issue.

Edited to add it seems to be an issue with stored passwords. IE an IPAD fails with stored password but seems to think device is locked.

Quite odd..

Edited by eldar on Tuesday 9th March 13:58

[Burwood]

2Btoo said:

KTF said:

Looks like there has been a bit of an upgrade as the login screen is different and there is now the option to export the data to a .csv as well.

Yup. The *.csv export is useful - thanks to IM for adding it.

What would possibly be more useful is to add to the *.csv another column with the day's value of the fund, not just the value of the money you have in that fund. That way you can see the fund performance over time, irrespective of whether you have invested in or drawn down from it.

If that number with the day's value could appear on the website that would be very helpful too, meaning that a user could see the value without needing to download the *.csv.

Thanks, and please don't think these comments are anything other than constructive feedback!

The IM system doesn't report a fund price-rather it reports your ownership of that funds NAV (Net asset value) as a percentage. EG PHX = 23.5M and you hold 0.08325%= £19,563.75. I might be mistaken but almost certain that's how it works

[Mr Whippy]

Another day, another person asking what is currently left in PHR, and the current prices vs pre-covid dip

It sounds like a few have sold down but we've not had the money yet. Also wondering if there are any that might not be picked up if I buy in now (like happened with WHS)

Cheers

[eldar]

Another logon problem. If you have a username with a space, the username field wont accept a space. So can't logon. Ok yesterday.......

[CoopsIM]

Good afternoon

We have been aware of an issue with logging in with middle name and spaces. This has now been fixed, but if anyone else does have an issue, please email me directly at [e-mail]

Kindest regards

Coops

[KTF]

Mr Whippy said:

Another day, another person asking what is currently left in PHR, and the current prices vs pre-covid dip

It sounds like a few have sold down but we've not had the money yet. Also wondering if there are any that might not be picked up if I buy in now (like happened with WHS)

Cheers

Here you go. The 06/07 date is when I bought in but was only a day or two after launch.