n
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Yet another Nick
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Post by n on Dec 5, 2016 14:15:03 GMT
I have to say that the usability of the Ablrate platform has been much improved recently by the changes made. Goodbye to the Geeks, hello flexibility and responsiveness.
New feature request One small but important improvement would help me and perhaps others. And that would be a figure for my 'total funds' on the dashboard. I would like to see easily how much I have in Ablrate and to watch it tick up, which I know it does. At present to find out my total stake plus earnings I have to add four figures - Available funds, Active bids, Bids on proposed loans, and Funds currently lent. If Ablrate would just add up those four figures please and place the result somewhere on my dashboard I would be really happy (for a while). I assume that unfunded pledges will not be in any of those four figures. If I had losses and recoveries (which are netted of from funds currently lent at present), I would like to have visibility of that also - but I do not plan to have losses. I wish I could like your post more than once! This problem frustrates me every time I do my portfolio review. How difficult is to add 4 numbers and add a line of HTML code to the page do display it> Come on guys from ablrate I would have thought it would fit quite neatly if one of the other numbers was removed. I have never found a use for LAST 12 MONTHS INTEREST EARNED. Anyone else?
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Post by ablrate on Dec 5, 2016 14:30:34 GMT
Hi All... OK will get on with this... will let you know when its comeing.
regards Ablrate
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jonah
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Post by jonah on Dec 5, 2016 16:08:22 GMT
I wish I could like your post more than once! This problem frustrates me every time I do my portfolio review. How difficult is to add 4 numbers and add a line of HTML code to the page do display it> Come on guys from ablrate I would have thought it would fit quite neatly if one of the other numbers was removed. I have never found a use for LAST 12 MONTHS INTEREST EARNED. Anyone else? Until a tax return is done, that figure taken on the first day of a new tax year can be useful. Of course, with improvements to reporting I'm sure we should be fine by the next time this matters....
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n
Member of DD Central
Yet another Nick
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Post by n on Dec 5, 2016 16:12:51 GMT
I would have thought it would fit quite neatly if one of the other numbers was removed. I have never found a use for LAST 12 MONTHS INTEREST EARNED. Anyone else? Until a tax return is done, that figure taken on the first day of a new tax year can be useful. Of course, with improvements to reporting I'm sure we should be fine by the next time this matters.... Accepted. Still got to be careful there isn't an interest payment for 5 April received on 6 April after you took your screenshot.
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Investboy
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Trying to recover from P2P revolution
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Post by Investboy on Dec 5, 2016 16:52:13 GMT
... and while we're on the subject just remove the 'Fixed interests' option from menu. What's the point? It's been coming soon from the beginning.
On the positive front kudos to the team for finally making some progress.
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stevio
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Post by stevio on Dec 6, 2016 11:40:35 GMT
ablrate could there be a pipeline section to your website please - this would not only give people chance to move money, but also opportunity to ask questions prior to launch (there seems to be slow down in responses from you, so small loans are virtually filled before any queries can be clarified)
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Post by ablrate on Dec 6, 2016 16:32:13 GMT
Probably requested before, can we have the Loan IDs, as included in repayment confirmation emails, added to all online loan lists please? This would really useful with similar Loan Titles in a, hopefully, ever lengthening list of active loans. Being deployed today
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Post by ablrate on Dec 6, 2016 16:33:39 GMT
Hi ablrateandy , Is there a way to easily download a tax statement? ablrate is working on that with their professional(s) rather than ablrateandy. No current way. I've encouraged them in email to do it in a tax efficient way and delay if required, since we can all just use estimates until they get a final answer. If you email customer service asking for one they can keep you up to date with progress from time to time and deliver it to you once it's done. There are so many uncertainties around things like writing off bad debt at platforms where that's relevant that we're pretty much stuck with that estimate approach anyway if we want to get in a return soon after the new tax year starts. Fortunately I haven't had any issues with HMRC when doing that and revising later once more facts are certain. The new filter system and CSV download may help here... tax statement is being formulated for easy download
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Post by ablrate on Dec 6, 2016 16:35:23 GMT
ablrate , ablrateandy : what is the point of having Auto Investment and Fixed Interest tabs? They are "coming soon..." since the beginning and who know when they will be implemented if ever. I'd advise removing them for clarity and focusing on fixing bugs (almost there) and maybe adding a new tab called Tax Statement Fixed interest going - auto invest staying.... as it is 'coming soon'.... no really...
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Post by ablrate on Dec 6, 2016 16:40:58 GMT
The SM table has acquired some new shading (of paused loans) but still involves a lot of scrolling because of the very wide line spacing. This looks to be driven by the " Buy or Sell Loans" link, where the text wraps across 3 lines. Can this be reduced to " Buy or Sell" so that it only wraps across 2 lines (or better still, " Trade" on a single line)? Done - uploading now
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Post by ablrate on Dec 6, 2016 17:07:25 GMT
OK, this is being deployed:
ii. The Loan Number has been added to:
a. New loans list
b. Current investments list
c. S M list
d. Loan details (Accessed both from new loans and current investments page)
e. Bids & Offers screen accessed from SM list
Regards Ablrate
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SteveT
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Post by SteveT on Dec 6, 2016 17:23:12 GMT
The SM table has acquired some new shading (of paused loans) but still involves a lot of scrolling because of the very wide line spacing. This looks to be driven by the " Buy or Sell Loans" link, where the text wraps across 3 lines. Can this be reduced to " Buy or Sell" so that it only wraps across 2 lines (or better still, " Trade" on a single line)? Done - uploading now Excellent, that's a big improvement.
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SteveT
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Post by SteveT on Dec 6, 2016 17:29:38 GMT
The Loan Number has been added ... Also a big step forward. I like the ambition of the 7 digit expansion capacity How long until we get to the 2's, I wonder... Can I suggest: a) That field be titled consistently as "Loan" across the various pages (it is already called "Loan" on Current Investments but called "Listing Title" on Secondary Market) b) The sorting logic of that field becomes a numerical sort by the loan number, rather than alphabetically sorting by loan name.
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blender
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Post by blender on Dec 6, 2016 17:43:37 GMT
And when we go to buy or sell or invest or whatever, sometimes there is a spurious zero in the field already, which seems to be designed to multiply what we enter by ten. Could we have a nice empty field in every case please, Ablrate?
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Post by ablrate on Dec 6, 2016 17:48:14 GMT
The Loan Number has been added ... Also a big step forward. I like the ambition of the 7 digit expansion capacity How long until we get to the 2's, I wonder... Can I suggest: a) That field be titled consistently as "Loan" across the various pages (it is already called "Loan" on Current Investments but called "Listing Title" on Secondary Market) b) The sorting logic of that field becomes a numerical sort by the loan number, rather than alphabetically sorting by loan name. Cheers - will sort that. On the sorting - if you click any of the headers on the lists it will sort by your criteria (alphabetical on borrower, maturity date order... or now Loan number (via sorting by litsing title)... looks like there is one problem on that sort, but will fix tomorrow. Regards Ablrate
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