Growth and Goals Dashboard

Issues
#1

Hey team, first and foremost very happy with the new additions, absolutely love what you legends are cooking up behind the scenes and loving what is to come!!

Unfortunately, when I go to set a goal on the laptop it just logs me out of my account. There’s bound to be a few bugs early just thought I’d make the team aware can’t wait to really get stuck into this feature.

Cheers

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#2

I’m getting the same outcome. I’m sure a fix won’t be very far away :slight_smile:

EDIT: Just found that the goals work fine for me if applied to individual portfolios and not to groups.

#3

Haha ohh noo! :sweat_smile: In the interest of getting value in front of you guys as fast as possible, we released it knowing there were a few … “limitations” of creating goal for a grouped portfolio… We will get a fix released ASAP

Glad you guys are as hyped as we are! :muscle:

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#4

We have fixed Growth & Goals now for portfolio groups!

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#5

This is a handy feature however I would like to be able to see my goal as an overlay on the portfolio return screen as another benchmark. I would prefer the target value to be set as a percentage rather than an absolute value. For example in the next 12 months I would like to achieve a 15% return on my investments. Then this can be tracked as a benchmark on the main portfolio page. Hope this makes sense.

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#6

Hey @Vince yes I agree. We have plans to roll out a bunch of different ways of tracking goals and even different types of goals as well like dividends for example.

So we’ll keep your suggestion in mind as we go.

#7

Hi Navarre, just wondering if the Growth & Goals feature improvements are still occurring? My experience so far is that it’s a bit clunky and the figures I’ve entered don’t resemble what I see in the chart. I love the idea though and hope improvements here can make this user-friendly.

#8

Hello @Navarre

Bumping this thread for potential feature improvements for Growth & Goals, as a individual investor that has time on their hands - I’m keen to record/track multiple goals rather than with the current process hitting one goal, delete, create new goal etc.

  1. Being able to see the goal as a percentage target (Vince mention this above)
  2. Multiple goals to achieve on a single timeline (Little steps towards a goal)
  3. Might be silly but maybe a little messages that promote and push you towards your goals?

Keen to hear more ideas if there are any from anyone.

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