lt
New Member
Posts: 5 
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Post by lt on Jan 18, 2018 13:13:04 GMT
First post!
Is there any useful calculators or spreadsheets to keep track of funding secure investments, what does everyone else use?
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j1
Posts: 61
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Post by j1 on Jan 20, 2018 22:50:44 GMT
What information do you want to track that funding secure doesn't provide?
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j1
Posts: 61
Likes: 20
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Post by j1 on Jan 20, 2018 22:52:24 GMT
* I find manually synchronising data to a spreadsheet to be a laborious fruitless task
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poppyland
Member of DD Central
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Post by poppyland on Jan 21, 2018 10:22:46 GMT
Is there a way of collapsing all your loan parts in the same loan on FS into one consolidated figure? When I scroll down the "my investments" page there are 235 entries, many of them multiple parts of the same loan (and on top of this, there are different tranches of loans that also appear higher or lower down the page). It makes it very hard to get an overall picture.
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james21
Member of DD Central
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Post by james21 on Jan 21, 2018 10:26:34 GMT
Is there a way of collapsing all your loan parts in the same loan on FS into one consolidated figure? When I scroll down the "my investments" page there are 235 entries, many of them multiple parts of the same loan (and on top of this, there are different tranches of loans that also appear higher or lower down the page). It makes it very hard to get an overall picture. You define the problem, the loan book cant be downloaded so its impossible (unless done manually to key into exel) to analyse your loan book thus you end up with unbalanced portfolio. FS did say in their last newsletter they were working on an extract option. Cant come too soon for me
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lt
New Member
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Post by lt on Jan 22, 2018 19:51:55 GMT
Just looking to keep an eye on monthly earnings.
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mariner
Member of DD Central
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Post by mariner on Jan 25, 2018 20:53:04 GMT
RE "the loan book cant be downloaded" Log into FS Select: All active and past loans Left Click & hold, then scroll down highlighting all the fields till you get to the bottom Right click & select copy Open a new Excel s/sheet Select top left corner, right click Select paste Voila, all loan book info is there, tidy up & filter as you wish May be an easier way, but I find it a 2 minute job Does not make good reading though once you start filtering 
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hector
Member of DD Central
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Post by hector on Jan 26, 2018 11:14:07 GMT
First post! Is there any useful calculators or spreadsheets to keep track of funding secure investments, what does everyone else use? There are some things in life it is better not to know............. keep track of funding secure investments is one of them
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