The AIC website, user feedback

[DavidM13]

This is all now alive and well and there are no horrible spikes on the chart https://www.theaic.co.uk/companydata/0P ... erformance

Thanks.

The yield of 1.93% seems a bit low. Certainly in JETI the yield was north of 3%.

The dividend frequency is stated as semi annually but JETI was quarterly. Could this explain the dividend being a lot less than expected?

Thanks.

You are right that the frequency reduction is what seems to be causing the estimate to be so low. Both the factsheet and JPM website say its semi-annual. I will check in to this too as I believe the yield was meant to be around 4% of NAV annually.

[DavidM13]

Still working with the data provider to fix this but I can confirm that the frequency should certainly be QUARTERLY. Yield should be over 4% with those price falls too. Hoping they can fix soon.

[seagles]

Still working with the data provider to fix this but I can confirm that the frequency should certainly be QUARTERLY. Yield should be over 4% with those price falls too. Hoping they can fix soon.

You have a "broken" link on your JEGI Page

Should it be "https://am.jpmorgan.com/gb/en/asset-management/per/products/jpmorgan-european-growth-income-plc-gb00bpr9y246"
https://am.jpmorgan.com/gb/en/asset-man ... 00bpr9y246

[DavidM13]

THanks. This should reflect correctly from 08:30 tomorrow. I will make a note to check.

[mc2fool]

Going to www.theaic.co.uk/companydata/<tidm>, e.g https://www.theaic.co.uk/companydata/FGT, used to work, taking one straight to the overview page for the IT, but it no longer does.

However, I see that www.theaic.co.uk/<tidm>, e.g https://www.theaic.co.uk/FGT does work though, so if it must be so then no great sweat, a minor job to change my macros, etc, but mentioning it in case the breaking of the prior method was unintentional and you can put it back so I don't have to change anything.

[stacker512]

Going to www.theaic.co.uk/companydata/<tidm>, e.g https://www.theaic.co.uk/companydata/FGT, used to work, taking one straight to the overview page for the IT, but it no longer does.

However, I see that www.theaic.co.uk/<tidm>, e.g https://www.theaic.co.uk/FGT does work though

Wow! The previous URL organisational structure makes a lot more sense to me than the second one that you show working.

Incidentally, has anyone (particularly The AIC) built a RESTful endpoint for looking up company data? I suspect (although I'm no Excel / LibreOffice expert) that having a REST interface would make macros much easier to get the data (e.g. into the HYPTUSS spreadsheet). Perhaps my post should go to the Financial Software board.

[DavidM13]

Going to www.theaic.co.uk/companydata/<tidm>, e.g https://www.theaic.co.uk/companydata/FGT, used to work, taking one straight to the overview page for the IT, but it no longer does.

However, I see that www.theaic.co.uk/<tidm>, e.g https://www.theaic.co.uk/FGT does work though, so if it must be so then no great sweat, a minor job to change my macros, etc, but mentioning it in case the breaking of the prior method was unintentional and you can put it back so I don't have to change anything.

I will look at this

[DavidM13]

Going to www.theaic.co.uk/companydata/<tidm>, e.g https://www.theaic.co.uk/companydata/FGT, used to work, taking one straight to the overview page for the IT, but it no longer does.

However, I see that www.theaic.co.uk/<tidm>, e.g https://www.theaic.co.uk/FGT does work though

Wow! The previous URL organisational structure makes a lot more sense to me than the second one that you show working.

Incidentally, has anyone (particularly The AIC) built a RESTful endpoint for looking up company data? I suspect (although I'm no Excel / LibreOffice expert) that having a REST interface would make macros much easier to get the data (e.g. into the HYPTUSS spreadsheet). Perhaps my post should go to the Financial Software board.

It is against our licensing agreement to allow the majority of the data to be used in xls form (as it is not AIC data it is Morningstar data) so making it easier is not something we would look at. Of course I can do little to stop technical experts scraping it as they do. When you see xls. files on our site it means the AIC owns the data and we are happy to make it available in spreadsheet as easily as possible.

[DavidM13]

Going to www.theaic.co.uk/companydata/<tidm>, e.g https://www.theaic.co.uk/companydata/FGT, used to work, taking one straight to the overview page for the IT, but it no longer does.

However, I see that www.theaic.co.uk/<tidm>, e.g https://www.theaic.co.uk/FGT does work though, so if it must be so then no great sweat, a minor job to change my macros, etc, but mentioning it in case the breaking of the prior method was unintentional and you can put it back so I don't have to change anything.

I have been told we can revert this on Monday morning. So hold your proverbial horses for now please.

[DavidM13]

Going to www.theaic.co.uk/companydata/<tidm>, e.g https://www.theaic.co.uk/companydata/FGT, used to work, taking one straight to the overview page for the IT, but it no longer does.

It should work now. It does for me

[mc2fool]

Going to www.theaic.co.uk/companydata/<tidm>, e.g https://www.theaic.co.uk/companydata/FGT, used to work, taking one straight to the overview page for the IT, but it no longer does.

It should work now. It does for me

And for me too, thanks. ............. However https://www.theaic.co.uk/companydata/SMT doesn't, it seems 'cos it doesn't have the full TIDM->name correct (spot what url it goes to).

[DavidM13]

Going to www.theaic.co.uk/companydata/<tidm>, e.g https://www.theaic.co.uk/companydata/FGT, used to work, taking one straight to the overview page for the IT, but it no longer does.

It should work now. It does for me

And for me too, thanks. ............. However https://www.theaic.co.uk/companydata/SMT doesn't, it seems 'cos it doesn't have the full TIDM->name correct (spot what url it goes to).

It works fine for me and takes me to company with the TIDM SMT. Or are you saying that this is because it is going to "Scottish Mortgage Investment Trust" rather "Scottish Mortgage" if so that is a change we are making to most company names so they marry with the official name that the companies themselves use on their factsheets. This will ultimately improve consistency industrywide. Apologies if that is not what you mean.

[mc2fool]

Going to www.theaic.co.uk/companydata/<tidm>, e.g https://www.theaic.co.uk/companydata/FGT, used to work, taking one straight to the overview page for the IT, but it no longer does.

It should work now. It does for me

And for me too, thanks. ............. However https://www.theaic.co.uk/companydata/SMT doesn't, it seems 'cos it doesn't have the full TIDM->name correct (spot what url it goes to).

It works fine for me and takes me to company with the TIDM SMT. Or are you saying that this is because it is going to "Scottish Mortgage Investment Trust" rather "Scottish Mortgage" if so that is a change we are making to most company names so they marry with the official name that the companies themselves use on their factsheets. This will ultimately improve consistency industrywide. Apologies if that is not what you mean.

It takes me to https://www.theaic.co.uk/companydata/scottish-mortgage which it reports as a Page not found. That isn't what it does for you?

It should take you to https://www.theaic.co.uk/companydata/scottish-mortgage-investment-trust. That's what I'd expect.

[pbarne]

Hi David,

I'm seeing some mismatches in the compare investment companies page.

For instance if I type BNKR in the search box and click through in the dropped list I get to this url:
https://www.theaic.co.uk/companydata/bankers
which is page not found.

From the filtered table below though, it links to:
https://www.theaic.co.uk/companydata/ba ... ment-trust
which seems the correct one.

Similar with CHI
https://www.theaic.co.uk/companydata/ct-uk-high-income
https://www.theaic.co.uk/companydata/ct ... nary-share

HHI
https://www.theaic.co.uk/companydata/he ... igh-income
https://www.theaic.co.uk/companydata/he ... come-trust

I assume there must be others...

Thanks,
Paul

[DavidM13]

OK. Some unintentional knock on affect of changing the names. We will fix that and put something in to cater for the other name changes incoming. Thanks and apologies.

[mc2fool]

I've just set up some portfolios to try and figure the timing of dividend income into my ISAs (so as to get an idea of when I'll have enough to make it worthwhile investing it) and I've found a couple of bugs and got a couple of suggestions...

Bug #1: one of my portfolios has got 12 companies in it yet the summary line for it (under My portfolios) says it has 15 companies.

Opening up the line shows just the 12 it should, as does Company data and Portfolio analysis, however Income finder shows at the top of the list three blank entries, before going on to list the 12, like so:


My snapshot

Clicking on the pencil or anywhere to the left of it on those lines does nothing. I haven't tried deleting them in case you wanted to have a look at the underlying data, and if you do let me know and I'll PM you my account email address. FYI, I created this portfolio by copying my watchlist and then deleting the entries I didn't want, and then editing it from there. Also FYI, it's nothing to do with any in-browser memory, 'cos I tried logging in with another browser, just to check, and it's the same.

Bug #2: the Dividend dairy says to click on the pencil to see dividends paid on that day, but clicking on the pencil is the one place that doesn't work. You have to click somewhere, anywhere, on the day in the calendar except on the pencil! It's so using both Firefox and Chrome (latest versions of each).

Suggestion A: be nice if the Income finder had a cumulative view, so you could see how much dividends had been paid in total in, say, the tax year up to August. That'd be useful for the (I suspect many) folks that let dividends pile up until they've got a worthwhile amount to invest.

Suggestion B: as the AIC's idea of yield includes estimates or forecasts, and the Dividend dairy shows you up and coming dividends, it'd be nice if the Income finder let you choose to show dividends for the current year/tax year, including future ones.

[DavidM13]

Thanks for that mc2fool.

1) OK, my first thought was it is probably companies that were previously in there but are now liquidated/merged etc so not in the data feed any more.
But reading how you set it up I am not entirely sure this is accurate. Do you agree that my theory that it is old companies is possible? If so I will have my developer look at that and create a blanket fix for all users. If not it would be helpful to take you up on the offer to PM me your email address so we can look at this in the back end.

2) Ha. Annoying! Yes, the icon is in the way of the button. In fact the icon and the date prohibit it opening up. The simplest fix here is for us to change the language on the instructions. Will look at that this week.

Suggestion A) I will take it to our internal team for discussion. I think I can see merits in it.

Suggestion B) We purposely made this tool historical to last month end only for a number of reasons so to change that would require quite a lot of reworking on the back end. We were worried about dividends getting cancelled I think which is rare but has been known to happen. Also it only shows a partial picture as some companies declare dividends months in advance and others just a couple of weeks. I am pretty comfortable about not worrying about the first reason, as if it is declared, until such time it is cancelled we are only reporting facts. However, I do worry it will be create a rather distorted/misleading view of the future due to the lags in dividend declarations.

[SebsCat]

Just a little thing, but in the screener please could you add links to the first & last pages in the list?

[DavidM13]

Just a little thing, but in the screener please could you add links to the first & last pages in the list?

Hi There,
Even little things may be hard on that solution as we don't own the development of it. It is a plug in we get from Morningstar and relies upon their development time, lead time, and cost. I think the point of the screener tool is to screen down to a manageable number of investments, rather than to view the whole industry in that view so the 50 companies you can see on page 1 and 100 companies you can actually download data for is designed to be sufficient. You will note we do have this link facility on the "compare companies" tool.

[mc2fool]

Thanks for that mc2fool.

1) OK, my first thought was it is probably companies that were previously in there but are now liquidated/merged etc so not in the data feed any more.
But reading how you set it up I am not entirely sure this is accurate. Do you agree that my theory that it is old companies is possible? If so I will have my developer look at that and create a blanket fix for all users. If not it would be helpful to take you up on the offer to PM me your email address so we can look at this in the back end.

A definite maybe on that! As I said, I copied my watchlist and then deleted what I didn't want* and if I use the Income Finder on the watchlist then, lo and behold, there are also some similarly blank lines. So, it looks likely, although as the entries in the Income Finder appear in seemingly random order ** it's difficult to easily tell which may have liquidated/merged/etc. I'll PM you details so you can take a look anyway. (FYI, my watchlist is actually rather historical, from a time when I was trying to decide what to buy, and I haven't used or updated it for yonks, so I'm not surprised if some entries may be past their sell by date!)

* which, for some reason unknown, I thought might be quicker than starting from scratch, but in the end I'm sure it wasn't...
** Suggestion C: Allow the Income Finder table to be sorted by each column!

Suggestion A) I will take it to our internal team for discussion. I think I can see merits in it.

Suggestion B) We purposely made this tool historical to last month end only for a number of reasons so to change that would require quite a lot of reworking on the back end. We were worried about dividends getting cancelled I think which is rare but has been known to happen. Also it only shows a partial picture as some companies declare dividends months in advance and others just a couple of weeks. I am pretty comfortable about not worrying about the first reason, as if it is declared, until such time it is cancelled we are only reporting facts. However, I do worry it will be create a rather distorted/misleading view of the future due to the lags in dividend declarations.

Well, I'm sure I'm not the only one that tries to work out how much in dividends will pile up by when (esp. in an ISA), and I've always done that so far by looking at dividends received in the previous year and assuming they'll be at least as much for the current year (after adjusting for changes in holdings), and I was hoping the Income Finder might help me with that, at least for my IT holdings. So (A) would be really useful and (B) would be nice and, as I say, in one sense you already do it in that the AIC's idea of yield includes both historical and estimates or forecasts. You should, of course, put some wording around it that it is an estimate...