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Post by crabbyoldgit on Jun 12, 2015 10:28:07 GMT
Can we have a your loans button in the geia ,as i have only the remotest idea of the amounts i have in each individual loan, hence the spread of risk such as it is and also as i am investing in the same loans in the manual market it would influence the target amounts i set in each individual wt ect.Also should ala bina madman steal a plane crash it into a wt ,invalidating insurance ,act of war , god, well at least a man who thinks he is the personal representative of god breaking the provision fund it would be nice to know how exposed i was .The geia program seems very stable now but i would have expected when a new green investment appears a bit of a shuffle arround to even out the spread more evenly this does not seem to occur a price maybe we are paying for the above stability maybe.
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ilmoro
Member of DD Central
'Wondering which of the bu***rs to blame, and watching for pigs on the wing.' - Pink Floyd
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Post by ilmoro on Jul 23, 2015 11:08:23 GMT
chris Can I suggest you add a 'next update due' message on loan pages, either on the loan header or at least at the top of the Q&A. Might eliminate some of the constant 'can we have update' questions leaving more time to answer useful questions
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Post by chris on Jul 23, 2015 11:10:59 GMT
chris Can I suggest you add a 'next update due' message on loan pages, either on the loan header or at least at the top of the Q&A. Might eliminate some of the constant 'can we have update' questions leaving more time to answer useful questions We're currently overhauling the credit and monitoring team's CRM solution which will give far more information to put on the website, including that kind of thing but in an automated way.
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Post by davidricketts1 on Jul 23, 2015 11:15:21 GMT
chris Can I suggest you add a 'next update due' message on loan pages, either on the loan header or at least at the top of the Q&A. Might eliminate some of the constant 'can we have update' questions leaving more time to answer useful questions
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niceguy37
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Post by niceguy37 on Aug 3, 2015 14:29:44 GMT
Well done, chris & team on the upgrade and GBBA. I see you can get a GBBA transaction report from the the sandwich icon on the GBBA. You may wish to add this report to the Reports menu at the top of the page.
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sl75
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Post by sl75 on Aug 3, 2015 20:33:31 GMT
chris Can I suggest you add a 'next update due' message on loan pages, either on the loan header or at least at the top of the Q&A. Might eliminate some of the constant 'can we have update' questions leaving more time to answer useful questions Undoubtedly the "can we have update" questions will continue if the admin team don't provide an update by the "next update due" date - at least that's what happened when the next update date had been implicit in a previous update or answer...
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Post by mrclondon on Aug 3, 2015 21:14:18 GMT
chris - I rarely look at the "marketing" pages so I've no idea how extensive the issue I've observed is. The font on at least one page doesn't scale well (at least in Firefox) and at certain zoom levels looks more like Russian than English ! Its particularly noticable on the capital B and the lowercase g on this screen grab from www.assetzcapital.co.uk/our-investor-accounts/gb-account/
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Post by chris on Aug 3, 2015 21:19:40 GMT
chris - I rarely look at the "marketing" pages so I've no idea how extensive the issue I've observed is. The font on at least one page doesn't scale well (at least in Firefox) and at certain zoom levels looks more like Russian than English ! Its particularly noticable on the capital B and the lowercase g on this screen grab from www.assetzcapital.co.uk/our-investor-accounts/gb-account/ Thanks, I'll let the front end guys know. That font rendering looks nothing like it does on my screen (Chrome on OS X) so it could be Firefox, operating system, screen resolution or combination of all three. But I'll push them to come up with a solution.
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Post by chris on Aug 4, 2015 5:56:40 GMT
chris - I rarely look at the "marketing" pages so I've no idea how extensive the issue I've observed is. The font on at least one page doesn't scale well (at least in Firefox) and at certain zoom levels looks more like Russian than English ! Its particularly noticable on the capital B and the lowercase g on this screen grab from www.assetzcapital.co.uk/our-investor-accounts/gb-account/ Using FF and win 7 - I can't get the text to look like that at all, even zooming in/out ridiculous amounts. All looks fine to me. This is FF zoomed out down to 30%, windows zoomed in at 200%. The text is so small the screen grab is exceedingly blurry but the letters GBBA still look more English than Russian. Edit; but there does appear to be a typo in point (4.) (I guess spelling is not on the compliance check list ) "Most of our SME loans will be eligible for the GBBIA so you can rest assured that your investment will be spread over a number of different business types with the goal of spreading your risk and allowing you to widen your portfolio."It used to be called the Great British Business Investment Account but was shortened. Missed a reference.
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warn
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Curmudgeon
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Post by warn on Aug 4, 2015 14:59:17 GMT
chris - It's called the Great British Business Income Account on the dashboard page. And while we're being picky, on the same page, the first paragraph of the GBBA description has an intrusive semi-colon which renders it senseless.
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Post by bracknellboy on Aug 5, 2015 14:13:46 GMT
chris Not sure whether I'm the only one who sees a need/benefit for this but.... It is a pain to work out how much 'float' I need in the mlia to cover my currently set targets. Ideally I would like to have a system calculated number which takes into account all loans (pre or post drawdown) where I have a target which is greater than my holding and tells me the aggregate number. Probably excluding any where I currently have manual investment disabled, and not definitely not decrementing for loans where I have a target lower than my holding (since this will always be transitory, and if not transitory will be because they can't be disposed of for some reason and therefore are not a reliable source of funds to cover my targets).
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sl75
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Post by sl75 on Aug 5, 2015 19:08:46 GMT
Ideally I would like to have a system calculated number which [... is highly customised to my own specific requirements]Whilst it seems to me that there could be scope for a system that allows each lender to specify a highly customised calculation according to their own specific needs, in the short term a suitable solution could be a custom spreadsheet (or other analysis package) into which you import the CSV download from the "your loans" screen. The main thing missing from the CSV download at this time, which would prevent you from doing the calculation you require is any indication of whether trading is suspended or your target is disabled... (and for other calculations an indication of whether the loan hs drawn down yet could be useful). Add this to the CSV download, and you can home-brew your own solutions for everything else, so perhaps the best thing to ask for is a "status" column in the CSV download, rather than server side support for the exact complex calculation you want?
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Post by bracknellboy on Aug 5, 2015 19:50:47 GMT
Ideally I would like to have a system calculated number which [... is highly customised to my own specific requirements]Whilst it seems to me that there could be scope for a system that allows each lender to specify a highly customised calculation according to their own specific needs, in the short term a suitable solution could be a custom spreadsheet (or other analysis package) into which you import the CSV download from the "your loans" screen. The main thing missing from the CSV download at this time, which would prevent you from doing the calculation you require is any indication of whether trading is suspended or your target is disabled... (and for other calculations an indication of whether the loan hs drawn down yet could be useful). Add this to the CSV download, and you can home-brew your own solutions for everything else, so perhaps the best thing to ask for is a "status" column in the CSV download, rather than server side support for the exact complex calculation you want? I struggle to understand why one would consider that to be 'highly customised to specific user...' The 'use case' which this is satisfying is a pretty straight forward one: 1. User sets targets on loans in the mlia. 2. User wants to be able to cover those targets as and when units come on sale and does not want to have insufficient cover and thereby miss opp. to buy; Why do you see that as highly specific to individual ? There doesn't seem to me to be much point in setting targets on loans which currently have no units available if you are not going to want to provide suitable a float in the account to cover the diff. The current number which is presented on the dashboard (Total Targetted Investment) is a not particularly useful number for manual investment account management when a good portion of that will include a -ve for loans that are stuck in 'want to sell but can't mode'. edit: Its hardly a 'complex server side calculation' to do sum of target - holding where target > holding, esp. as its already doing sum of target.
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Post by chris on Aug 5, 2015 20:14:20 GMT
Whilst it seems to me that there could be scope for a system that allows each lender to specify a highly customised calculation according to their own specific needs, in the short term a suitable solution could be a custom spreadsheet (or other analysis package) into which you import the CSV download from the "your loans" screen. The main thing missing from the CSV download at this time, which would prevent you from doing the calculation you require is any indication of whether trading is suspended or your target is disabled... (and for other calculations an indication of whether the loan hs drawn down yet could be useful). Add this to the CSV download, and you can home-brew your own solutions for everything else, so perhaps the best thing to ask for is a "status" column in the CSV download, rather than server side support for the exact complex calculation you want? I struggle to understand why one would consider that to be 'highly customised to specific user...' The 'use case' which this is satisfying is a pretty straight forward one: 1. User sets targets on loans in the mlia. 2. User wants to be able to cover those targets as and when units come on sale and does not want to have insufficient cover and thereby miss opp. to buy; Why do you see that as highly specific to individual ? There doesn't seem to me to be much point in setting targets on loans which currently have no units available if you are not going to want to provide suitable a float in the account to cover the diff. The current number which is presented on the dashboard (Total Targetted Investment) is a not particularly useful number for manual investment account management when a good portion of that will include a -ve for loans that are stuck in 'want to sell but can't mode'. edit: Its hardly a 'complex server side calculation' to do sum of target - holding where target > holding, esp. as its already doing sum of target. Let's discuss again after the next update as the target system is changing somewhat, so your needs may shift as well.
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Post by bracknellboy on Aug 5, 2015 20:20:03 GMT
Still getting used to the current one.... :-)
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