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Under review

GV Funds - Add Ability to See Average Price and Current Price

Jacob 9 months ago in Other updated by Genesis Vision Support 9 months ago 1

Hi, 

Often I am trying to remember at what price I added an asset into my fund to see if it has been under performing relative to my expectations. In doing this, I realised that I do not have the mental capacity to remember every entry price of all assets in my funds. 


Currently there is no way of easily obtaining this information on GV aside from recording the date I added the asset into the fund then cross referencing it with the chart integrated on GV. This then gets out of control when the fund reallocates.

Would it be possible to show the average price that the fund has paid for each particular asset? This could be represented in two new columns added to GV Funds. Column 1 could be say "Average Price" and column 2 could be say "Current Price". Noting that the Average Price would adjust at each reallocation providing useful data for both fund managers and investors. 

Thank you for your time.


 

+1
Under review

Dear Client,

Thank you for the feedback! We have had such plans in the past. I will transfer your feedback to the team and it might be possible we will add this feature in the closest future.

Best regards,

GV Team