FAQ
Clients​
Can I change the sorting?​
Yes. Click on a column's header to sort by that column. Clicking multiplle times on the same column toggles between ascending and descending sorting.
Can I add, hide or order columns?​
No, but it can be done in the code if requested.
Simulations​
The percent returns for a given year have breached the 1-year maximum and minimum limits set by the client's portfolio.​
This is by design. The 1-year maximum and minimum expected returns determine the 95% confidence interval within a normal distribution, so there's a 5% chance the randomised value will fall outside that range. For more details, see https://en.wikipedia.org/wiki/Normal_distribution#Confidence_intervals.
Transaction Lists​
Can I change the sorting?​
No, the sorting is fixed.
- Assets are sorted alphabetically.
- Salary entries are sorted by Client, then chronologically.
- Transaction entries are sorted by Type, then chronologically.
Can I recover a deleted transaction?​
No, you need to add the same transaction again.
Tables​
Can I add columns to a table?​
Most columns are predefined as part of the calculations.
The columns that correspond to specific transactions (Salary, Contributions etc) can be added/removed by making use of the Asset Type fields.
Can I hide columns?​
Yes. Move the mouse cursor over the table header and click the three dots icon. A menu will show allowing you to hide the specific column you clicked or manage visibility of all columns.
note
The visibility settings are lost when you navigate away from that page.
Can I change the table sorting?​
No, the tables are always sorted chronologically.
Can I switch the order of columns?​
No, the order is fixed.
Excel export​
Can I ...?​
The export is automatically generated from the data. There are no settings to modify the resulting file.
After downloading the file, however, anything goes.
Database​
Can I import client data from another source?​
Currently there's no way to immport data into the app. All data must be entried using the app's forms.