mrbrightside wrote:
Could HYPTUSS be enhanced to read the current holding for XYZ (from the 'High Yield Portfolio' sheet) and calculate the forecast dividend in a new column ?
As a deluxe bonus (subscription only) option, could HYPTUSS be further enhanced to lookup the current 'USD/EUR' -> 'GBP currency conversion rate ?
Hi Andy,
Thanks for your suggestions, and I do agree that this is an area that we might be able to look at for our next round of improvements.
Regarding your first point, the process I normally use is to run the '
Update Dividends' process, which presents us with a dividend-sheet-output in the same order as our main portfolio sheet, and then I copy over the '
Shares held' column information from the main sheet to the dividends sheet. I then introduce an additional column on the right of the
shares-held data, which then automatically multiplies out both the '
Amount' data and the '
Shares held' data, which gives a total-expected-dividend, but obviously based in the currency of each particular dividend payment at that point.
I then manually sort the
whole of the dividend-sheet-data in date-order, from earliest to latest payment-date vertically down the sheet, including the two additional manual columns entered above.
For some time now, and like you, I've thought that this overly-manual process might also be useful to many other users of the tool, and automating it would be extremely helpful. I think kiloran and I have even discussed this possible improvement in the past, so I think we may re-visit the possibility during the next round of updates.
Additionally, as you helpfully suggest, having an auto-scrape of current
GBP to
USD and
EUR currency-rates would also be a hugely useful feature, and would then enable us to automate the above process into an '
expected dividend' column in UK currency, which would possibly be the most useful set of data for the whole process, clearly.
So thanks for raising these points - I think we'll mull them over and consider when we might get to look at this. Given that we've just released a new version with the 'Overview' and 'Snapshots' functionality improvements, then we probably won't be in a rush to touch it for a while unless an existing process fails for some reason, as it's nice to have a break between releases to re-charge our coding-batteries, but I think this is definitely an area that can be improved, and is probably due a coat of looking-at next time round.
Thanks again for your post - I'm glad that you're finding the new functionality useful.
Cheers,
Itsallaguess