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New FE Analytics RIY calculator

richallumrichallum Administrator
in Technology & IT
We've been testing this for a while and it's rolling out to some users on the live site now. It pulls through CAR and OCF from a chosen portfolio (or portfolios to compare), allows to add costs and fees, build in a target and produces a nice summary with critical yield and RIY and a simple report. It's free to Analytics users too. Recommend having a look if you have an account, I really like it.

Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. 

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Comments

  • benjaminfabibenjaminfabi Moderator
    Where is it @richallum ;?

    I can't see it obviously labelled in Charts, Tables or Reports tab.
    Benjamin Fabi 
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  • richallumrichallum Administrator
    It's not available to all users yet. In this menu...


    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. 

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  • benjaminfabibenjaminfabi Moderator
    Nice. Got it thanks 
    Benjamin Fabi 
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  • benjaminfabibenjaminfabi Moderator
    That's a nice looking output. Hopefully in time they'll pull in transaction costs. Not sure about introducing another definition of 'critical yield' but that's easily overlooked.
    Benjamin Fabi 
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  • richallumrichallum Administrator
    I agree, 'required return' would be better IMO. The annual breakdown goes live in the PDF next week. Auto pulling through of transaction costs will be very good, I know it's in the works.

    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. 

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  • arongunninghamarongunningham Member
    Where is this, sorry. I'm being simple I know. I can't see where that screengrab you posted would be (to see if I have access to it yet)
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  • richallumrichallum Administrator
    It's under the main menu


    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. 

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  • arongunninghamarongunningham Member
    We don't have access yet, but looking forward to checking it out

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  • Gustavo_FringGustavo_Fring Member

    @richallum said:
    We've been testing this for a while and it's rolling out to some users on the live site now. It pulls through CAR and OCF from a chosen portfolio (or portfolios to compare), allows to add costs and fees, build in a target and produces a nice summary with critical yield and RIY and a simple report. It's free to Analytics users too. Recommend having a look if you have an account, I really like it.

    Hi Richard, How do you generate or display a CY? I've just run a report between two portfolios and it gives the RIY for each, with a mini projection showing the effects of deductions for each. Can't see a reference to CY though. Perhaps it's been removed?

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  • richallumrichallum Administrator

    @Gustavo_Fring that was linked to the target if you put one in but seems to have gone. I think this is new instead.

    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. 

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