HYPTUSS - introduction of portfolio-review 'Overview' sheet?
Posted: January 15th, 2019, 7:22 pm
Hi there,
TUK020 got in touch with Kiloran and I a few days ago with what we both think is a great idea for an improvement to the HYPTUSS tool.
He told us that he's always had problems with trying to collate a redacted, tabular view of his HYPTUSS portfolio so that he could post it here for peer-review and discussions, and he asked if there was a possibility of us including some sort of 'Overview' sheet in the tool itself, that could perhaps help with that process.
Whilst the Lemon Fool Software Repository (http://lemonfoolfinancialsoftware.weebly.com/) already contains some really useful tools to help with converting spreadsheet-data into a tabular-data format that's compatible with posts on this website, Kiloran and I both agree that this particular process might then be frustrated somewhat, where people might rightly want to redact some of the more sensitive financial data that exists by default on the main data-sheet of the HYPTUSS tool, and we think we might be able to kill two birds with one stone in the tool itself, if we can perhaps provide a pre-redacted 'Overview' sheet, and perhaps at the same time include a more automated process that will convert the redacted portfolio-data into tabular data for posting here.
There's two reasons for me posting about the above here -
1. Before we start to develop this improvement, we'd like to confirm if the current users of the tool would find it beneficial.
2. Kiloran and I would also like to involve the wider HYPTUSS user-base in agreeing a suitable format for the 'Overview' sheet of data. We're concious of the fact that large, wide tables are both difficult to post and also difficult to absorb from a readers point of view, so collectively finding the 'sweet-spot' for that 'Overview sheet' data is something we'd like to pursue before we start to develop anything.
Over the Christmas period I enjoyed reading many of the portfolio-reviews that were posted on this great web-site, and as a starter-for-ten in terms of the sort of succinct 'HYP portfolio-review' type of data that I think might perhaps be useful to see on such an 'Overview sheet', I'd like to offer up the link below for Breelander's HYPish Portfolio - Christmas Review 2018 -
https://www.lemonfool.co.uk/viewtopic.php?f=15&t=15389
I think that table of portfolio data more or less tells us everything we might want to see in terms of useful 'portfolio review' data.
I'd like to propose, just as a starter for this discussion, that this is a good blueprint for the type of development being discussed here. It tells us the following HYP information -
Share
EPIC
Sector
Capital Weighting
Income Weighting
Forecast Yield
Bree's table also tells us 'Historic Yield', but I'm not sure that column of data would be something that everyone would either have at their disposal, or would always like to see shown in all cases, so I think the above list would probably make a good starting point for this 'Overview sheet' proposal, in that it gives a good level of portfolio-data, with any sensitive financial data removed, and would make a good sized table in terms of posting up and people taking cognisance of.
Kiloran and I would welcome any views on TUK020's great proposal, and also regarding what sort of data might be warranted on the new worksheet, given the above.
With thanks to Bree for unwittingly providing such a great HYP demo-review for us to use as a base for this discussion...
Cheers,
Itsallaguess
TUK020 got in touch with Kiloran and I a few days ago with what we both think is a great idea for an improvement to the HYPTUSS tool.
He told us that he's always had problems with trying to collate a redacted, tabular view of his HYPTUSS portfolio so that he could post it here for peer-review and discussions, and he asked if there was a possibility of us including some sort of 'Overview' sheet in the tool itself, that could perhaps help with that process.
Whilst the Lemon Fool Software Repository (http://lemonfoolfinancialsoftware.weebly.com/) already contains some really useful tools to help with converting spreadsheet-data into a tabular-data format that's compatible with posts on this website, Kiloran and I both agree that this particular process might then be frustrated somewhat, where people might rightly want to redact some of the more sensitive financial data that exists by default on the main data-sheet of the HYPTUSS tool, and we think we might be able to kill two birds with one stone in the tool itself, if we can perhaps provide a pre-redacted 'Overview' sheet, and perhaps at the same time include a more automated process that will convert the redacted portfolio-data into tabular data for posting here.
There's two reasons for me posting about the above here -
1. Before we start to develop this improvement, we'd like to confirm if the current users of the tool would find it beneficial.
2. Kiloran and I would also like to involve the wider HYPTUSS user-base in agreeing a suitable format for the 'Overview' sheet of data. We're concious of the fact that large, wide tables are both difficult to post and also difficult to absorb from a readers point of view, so collectively finding the 'sweet-spot' for that 'Overview sheet' data is something we'd like to pursue before we start to develop anything.
Over the Christmas period I enjoyed reading many of the portfolio-reviews that were posted on this great web-site, and as a starter-for-ten in terms of the sort of succinct 'HYP portfolio-review' type of data that I think might perhaps be useful to see on such an 'Overview sheet', I'd like to offer up the link below for Breelander's HYPish Portfolio - Christmas Review 2018 -
https://www.lemonfool.co.uk/viewtopic.php?f=15&t=15389
I think that table of portfolio data more or less tells us everything we might want to see in terms of useful 'portfolio review' data.
I'd like to propose, just as a starter for this discussion, that this is a good blueprint for the type of development being discussed here. It tells us the following HYP information -
Share
EPIC
Sector
Capital Weighting
Income Weighting
Forecast Yield
Bree's table also tells us 'Historic Yield', but I'm not sure that column of data would be something that everyone would either have at their disposal, or would always like to see shown in all cases, so I think the above list would probably make a good starting point for this 'Overview sheet' proposal, in that it gives a good level of portfolio-data, with any sensitive financial data removed, and would make a good sized table in terms of posting up and people taking cognisance of.
Kiloran and I would welcome any views on TUK020's great proposal, and also regarding what sort of data might be warranted on the new worksheet, given the above.
With thanks to Bree for unwittingly providing such a great HYP demo-review for us to use as a base for this discussion...
Cheers,
Itsallaguess