Investment snapshot for any date in the past: There was request by couple of users to allow them see portfolio summary as on a past date. To support this request we added a new page where user can choose any date and investment summary as on a past date will be displayed. By exporting data in Excel file one can do more custom analysis of portfolio on different dates. Also one can get the portfolio snapshot using monthly report option too. When report is fired for a date range, summary is produced for that range, which also can help user to desired objective.
Technical chart for portfolio companies: We heard many users request where they mentioned that they have to type the name of company on technical chart page even for companies in their portfolio. Now you need not to type the company you own on technical chart page. Instead you can select the company from drop down and click on show chart to see price.
On holding page sort todays profit by percentage: Till now sorting was available on todays profit value. Since value and percentage both are available on the same column we altered the sorting logic and sorting will be available on todays profit percentage. More sorting options are made available on Investment Snapshot page (Investment snapshot details are mentioned in this email below).
View last seven days transaction in just a click: On search transaction page by default date range was one year. We found in most common use case users were searching weekly transactions. Hence in order to make weekly transaction search user has to edit the date. Now we changed the default date range to be one week hence users need not to change the dates input in most of the cases.
View stock price on the date when it was added in watch list: Many users requested to know the price around which the stock was added in watchlist. Hence we added the price for a company on the date stock was added in the watchlist.
Cash in hand detail on portfolio summary: Cash in hand information has been integrated with Investment Summary, Portfolio summary pages. With this all the pages showing current summary of account is integrated with Cash In hand information.
Set alert on portfolio networth: We made the big change in our daily alert feature. Now users can set alert by on portfolio networth change in one business day. Alert will be triggered when portfolio networth changes by selected percentage and you will be notified by email and mobile notification. Currently user can choose with 1 or 5 % daily change in portfolio networth during one day.
Get stock wise allocation on Investment Summary page. That helps you to visualize how much % you invest in each stock of your total money.
Get summarize view of all portfolio together at manage portfolio page in one go. That helps you to track portfolio wise investment, current valuation, realized profit & un-realized profit.
After UI changes released, all features navigation and functionally is same as earlier and only changes is in “look and feel”
Set alerts of your choice on any stock which you wish to track and get an email when alert is triggered
In the recent blog i mentioned what should a retail investor do when they see market crashing (https://askkuberupdates.wordpress.com/2016/01/08/what-a-retail-investor-should-do-when-market-crash/). There i mentioned one should collect some cash while market is crashing badly even it means booking some losses and sit tight for opportunity for bargain hunting. In the above post it was also mentioned that one should distinguish with market crash and small corrections to make sure one is not making a mistake of selling stocks on minor correction. From the nature of beast current market fall is not correction but a real crash and below mentioned criteria applies.
Previous blog raises the question how do a retail investor know if market has bottomed out and he can add some positions. To get answer of this question I looked at historical index price chart and found the same pattern in previous market crash. From previous price chart i will like to draw some conclusions. Before jumping to conclusions we can see similar (crash) trend happened on 2011 and lasted for one year. Figure 1 is the NIFTY chart for period Oct 2010 to October 2011. Figure 2 have the NIFTY price chart from Jan 2015 till date. If you see closely both chart have the same pattern. Also we can see in the end of 2011 crash market was volatile but it was range bound too. One can say similar pattern happened in Feb 2011 till Mid march, how do we know that was a false rally. This can be answered by the red line in 2010 chart. Around that period bottom line was not converging while in the later part we can see resistance and support line converging.
In brief i will advice to wait for range bound and volatile market for bargain hunting.