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Post by bengilbert on Oct 22, 2014 10:15:37 GMT
It's not working for me. I'll send a screenshot and more information but this seems to me a low-level issue so I'll wait a few@ days. , I think you can do this by right-clicking on the arrow ">" on the right hand side of the loan listing, rather than right clicking on the loan name itself. Works for me in Firefox anyway. It works! Thank you.
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oldgrumpy
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Post by oldgrumpy on Oct 22, 2014 10:18:44 GMT
"You can reduce your balance to zero to stop new investment"
What would happen then when you place money back in the account to fund other loan purchases? An instant purchase of the units you were trying to avoid? I think an individual loan AI switch on/off would be best, just like we had before. Give manual operators control.
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Post by chris on Oct 22, 2014 10:22:58 GMT
"You can reduce your balance to zero to stop new investment"
What would happen then when you place money back in the account to fund other loan purchases? An instant purchase of the units you were trying to avoid? I think an individual loan AI switch on/off would be best, just like we had before. Give manual operators control.
Yes that would happen. But please could you vote / post in the poll thread on this?
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pikestaff
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Post by pikestaff on Oct 22, 2014 10:23:58 GMT
Wouldn’t it be better to allow Assetz to deal with the known glitches before throwing more problems and wish lists at them? Although I have strongly criticised this upgrade and remain unhappy about a number of aspects of it, I do think that the current flood of questions and requests will be counterproductive and merely slow down AC’s response to known problems. Some of us think the way AI deals with amortising loans is a real problem. As far as I am concerned, it is the only significant problem. Others may have different priorities. I don't think it has to be fixed today, tomorrow or even next week. But it would be good to have a commitment to fix it within the next month. Anyway, Chris has now given us a poll...
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Post by johnny on Oct 22, 2014 10:25:21 GMT
Yes but you cannot control what happens when it goes back, especially on those amortising loans, without manually re-setting every single loan target to what it should be after allowing for amortisation. I'm not sure I want to put ANY money into my MLIA until this is fixed. Never made that promise, my reply was that it was dealt with in the new platform. The reason people were asking for the off switch was so that they could move funds around - this is dealt with in the new platform as funds are segregated. There is no off button though, we did include one but found it very confusing in practice when doing our user testing. So could someone clarify, some minor niggles which some already fixed, but a problem with amortisation that has to be manually controlled. So what can be done to avoid my loans being topped up every time capital is repaid other than a manually reset target or a 0.00 in my MLIA. I have a lot of time on my hands however I would prefer not to spend it on the Assetz site know matter how pretty it now looks.
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unmadem
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Post by unmadem on Oct 22, 2014 10:26:11 GMT
chris at the moment the "your total invested" and the old and new systems are different as only bids in live loans funds are included in the new system.
You have provided "accepted bids report" which might have allowed reconciliation. However it doesn't quite as this can have a mixture of shadow bids and cash bids. Could you please add a flag to this report to show which bids are un-settled shadow bids.
I'm sure this will also reduce the burden on the admin team when it comes to settling these shadow bids too.
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markr
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Post by markr on Oct 22, 2014 10:29:52 GMT
markr Mine did that for a while yesterday. Nothing's happened yet today. (I mentioned earlier using the word lunacy ......page 12) Sorry, hadn't noticed this thread is moving pretty fast and I must have overlooked it. It does seem to have stopped now. There's still my first issue though; within the first half-hour of the new site going live it had disposed of about £600 worth of my holdings even though I had no active AI mandates on them on the old site. Looking at it, I suspect that if I held 2 or more parts in a loan on the old system, it decided I only wanted one of them. As an example, I know I held a £100 part in Optical from bidding and I added another £100 part (less repaid capital) from the secondary market later. I now own exactly £100 worth of it, after £92.08 was sold off in several chunks. I had no AI mandate for this loan. It is really annoying as some of the parts it sold are in loans that rarely appear on the secondary market.
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Post by chris on Oct 22, 2014 10:35:49 GMT
markr Mine did that for a while yesterday. Nothing's happened yet today. (I mentioned earlier using the word lunacy ......page 12) Sorry, hadn't noticed this thread is moving pretty fast and I must have overlooked it. It does seem to have stopped now. There's still my first issue though; within the first half-hour of the new site going live it had disposed of about £600 worth of my holdings even though I had no active AI mandates on them on the old site. Looking at it, I suspect that if I held 2 or more parts in a loan on the old system, it decided I only wanted one of them. As an example, I know I held a £100 part in Optical from bidding and I added another £100 part (less repaid capital) from the secondary market later. I now own exactly £100 worth of it, after £92.08 was sold off in several chunks. I had no AI mandate for this loan. It is really annoying as some of the parts it sold are in loans that rarely appear on the secondary market. Can you PM me a specific example along with your email address as I've yet to see this happen in any of the examples I've been given. I have a full log of all targets on both old and new system so can tell you why the system has done what it's done.
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Post by chris on Oct 22, 2014 10:47:55 GMT
I'm unhappy about the MI no amortisation issue. I feel I have no real control on my investments on AC. I feel that functionality that I was comfortable with has been removed and replaced with something I don't understand. I feel I will find it difficult to verify/trust AC given the separation of transactions into different statements. This is a comment on the website. Please vote via the poll on the amortisation issue. The separation of transactions is the only way to make the site work with separation of funds, which is critical as more and more investment accounts are made available. I would have thought it would make each individual investment account easier to reconcile than one global list.
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markr
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Post by markr on Oct 22, 2014 10:54:20 GMT
Can you PM me a specific example along with your email address as I've yet to see this happen in any of the examples I've been given. I have a full log of all targets on both old and new system so can tell you why the system has done what it's done. Done, thanks.
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Post by yorkshireman on Oct 22, 2014 11:14:10 GMT
Wouldn’t it be better to allow Assetz to deal with the known glitches before throwing more problems and wish lists at them? Although I have strongly criticised this upgrade and remain unhappy about a number of aspects of it, I do think that the current flood of questions and requests will be counterproductive and merely slow down AC’s response to known problems. Some of us think the way AI deals with amortising loans is a real problem. As far as I am concerned, it is the only significant problem. Others may have different priorities. I don't think it has to be fixed today, tomorrow or even next week. But it would be good to have a commitment to fix it within the next month. Anyway, Chris has now given us a poll... I agree with you regarding AI / amortising loans but the firestorm of other requests, some of which are wish list items, will not remedy the significant problems any quicker.
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bigfoot12
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Post by bigfoot12 on Oct 22, 2014 11:23:35 GMT
Chris,
Would it be worth having a list of all of the bugs reported in one place so that we don't report things multiple times?
I have had a look for this one but I can't find it. It looks as though loans which are shorter than 12 months and have a fee are being displayed incorrectly. For example loan 115, when listed shows interest at 10%, but the detail shows Ann. Rate 7.5%. I think that this is the fee for 9 months.
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oldgrumpy
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Post by oldgrumpy on Oct 22, 2014 11:52:27 GMT
I wonder what folks will do now if they are downloading statements to check/reconcile which are detailing seemingly pointless sometimes simultaneous multi-multi purchases and sales of anything and everything and often the same thing from 1p to £1(detailed elsewhere on the threads) with this new AI system. Investors with much more substantial portfolios than I will have thousands of these.
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bigfoot12
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Post by bigfoot12 on Oct 22, 2014 11:56:45 GMT
Can I request a change to the customise options on the dashboard. Please could the name of 'Interest for UK tax year' be changed to 'Interest for previous UK tax year' and could a new option be added 'Interest to date for current UK tax year'. Exact names aren't important.
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Post by chris on Oct 22, 2014 12:03:11 GMT
Can I request a change to the customise options on the dashboard. Please could the name of 'Interest for UK tax year' be changed to 'Interest for previous UK tax year' and could a new option be added 'Interest to date for current UK tax year'. Exact names aren't important. Already being worked on.
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