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Monthly Archives: August 2019

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An alternative approach to historical perspective

  • Post author:admin
  • Post published:August 1, 2019
  • Post category:Investment reporting

In a previous post, I discussed the need for historical prospective.  Many inadequacies of the current state of investment reporting can be traced to only showing information as of a…

Continue ReadingAn alternative approach to historical perspective

A better view of trade activity

  • Post author:admin
  • Post published:August 10, 2019
  • Post category:Investment reporting

Most apps and websites handle account activity by creating a table displaying every transaction in the portfolio.  "Let's give the user all the details" is those designer's typical montra. Unfortunately rather…

Continue ReadingA better view of trade activity

Rethinking Investment Reporting

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  • An alternative approach to historical perspective
  • A better view of trade activity
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