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add new feature "dividend YoC" #3237

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Marfir opened this issue Mar 28, 2023 · 4 comments
Open

add new feature "dividend YoC" #3237

Marfir opened this issue Mar 28, 2023 · 4 comments

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@Marfir
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Marfir commented Mar 28, 2023

current situation
I like to develop for myself the new feature "Dividend yield on cost". Currently it's not possible to show the dividend yield based on the past purchase price. But this can have a huge difference to the current dividend yields that are available in PP, if the current (stock) price and your past buying rate are significant different.
see discussion in the forum:
https://forum.portfolio-performance.info/t/personliche-dividendenrendite/335/2

goal
Implement a dividend YoC, no additional things that was discussed in the forum (link above).

Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Mar 28, 2023
@chirlu
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chirlu commented Mar 28, 2023

Duplicate of #2266.

@Marfir
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Marfir commented Mar 29, 2023

Hm not sure if this is an exact duplicate. I had planned to show the dividend YoC for each security in the portfolio. To do the same over the complete portfolio is an additional feature. But maybe I can do it also.

Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Mar 30, 2023
Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Mar 30, 2023
Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Mar 30, 2023
Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Mar 30, 2023
Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Mar 30, 2023
Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Mar 31, 2023
Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Mar 31, 2023
Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Apr 1, 2023
Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Apr 1, 2023
Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Apr 1, 2023
Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Apr 1, 2023
Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Apr 1, 2023
Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Apr 1, 2023
Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Apr 2, 2023
Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Apr 2, 2023
Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Apr 6, 2023
Marfir pushed a commit to Marfir/portfolioperformance that referenced this issue Apr 6, 2023
@pfalcon
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pfalcon commented Apr 17, 2023

Hmm, clicking around, I can see following (in master):

Reports -> Performance -> Securities, then select a particular security, then select Transactions in the below pane. This won't show a standard transaction table as in other places, but rather adhoc table with additional columns, among which are "Dividend Yield" and "Dividend Yield (moving average)". The description of both are "Dividend yield = dividends / purchase price using FIFO method" and "Dividend yield (moving average) = dividends / purchase price using moving average method". The shown percentages are "raw" (one-time). I figure PP doesn't know the frequency of dividends, so one needs to "mentally" multiply by 4/12/whatever to get familiar "per anum". Ah, and it's based on "Gross dividend" (pre-tax), someone may want to know both rates. (Generally, I find it confusing where in PP dividends are shown gross or net. IMHO, it should be explicitly mentioned every time in a description/tooltip.)

@Marfir
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Marfir commented Apr 18, 2023

@buchen fyi

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