Hey @everyone!
An exciting update for SPATZ is here and we would like to introduce you to the most important new features, in particular the new Holistic Performance Index (HPI):
The HPI is a portfolio KPI that realistically reflects your overall trading performance. It takes into account your current portfolio, realized sales, dividends, taxes and purchase costs. We wanted to develop a KPI that captures your trading successes and failures holistically, without complicated liquidity accounts or unrealistic performance calculations.
The portfolio value now shows your investment in the market and changes with the performance of your assets, but also when buying or selling shares. Dividends etc. are not taken into account here.
Revision of the dividend section with graphic display for a better overview.
We would also like to recommend editing tables in SPATZ directly with a mouse click as in Excel, including changing share names for more clarity.
We look forward to your feedback! In the following change list you will find all other new features and changes. Have fun trying them out!
Change-List:
- ๐ Adding “Portfolio value”
- ๐ Adding the “Holistic Performance Index” (HPI)
- ๐ Redesign of the info pop-ups in the general overview bar
- ๐ฒ Adding $/% switches to the header
- ๐ Redesign of the “Realized” tab
- ๐ฐ Adding a dividend dashboard with bar chart and monthly income
- ๐ Optimization of chart periods (optimization of date calculation and addition of further time periods)
- Add taxes/costs to the dialog box for bulk posting of dividends
- ๐ Calculate the holding quantity for each share on the payout date (API)
- ๐ Only display dividends for the period in which the user owned the underlying share (API)
- ๐ Import dialog: Show number of identified and unidentified transactions
- ๐ฑ Publication of the IOS/Android app as a public beta version
Bug fixes:
- โ After deleting a transaction from the inventory tab, it does not disappear from the table
- โ Sometimes “r.bus” is not defined
- ๐ Update total overview after posting dividends
- ๐ PDF reader cannot import some Traderepublic documents
- ๐ PDF reader cannot import some Flatex documents
- ๐ PDF reader cannot import some Smartbroker documents
- โน๏ธ Info icon must be clicked several times
- ๐ฐ Dividends on Dashboard cannot be saved.
