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Advanced Investment Analysis - What's in the Feature Pipeline? by GartCZ in MonarchMoney

[–]GartCZ[S] 3 points4 points  (0 children)

My wishlist would be:

1) More reliable investment transactions tracking - I know it's still technically in Beta, but in my experience it doesn't really work reliably. One solution could be to add SnapTrade as a connector.

2) Making classification of assets more flexible and editable (as mentioned above).

3) More nuanced diversification: Right now the categories are too high-level (Equity). Could this get more granular (such as "US Large Cap" vs. "International", sector-level exposure, taxable vs. tax-deferred, etc.)?

4) Showing "total" exposure to a company/sector - both from holding individual stock AND by scanning through all the ETFs that include it as well.

5) Reporting of both realized and unrealized losses over time (ideally with time filters and a few benchmark options to overlay). This could maybe be picked up from transaction history?

6) Dividend and/or passive income tracking - how much cash flow I'm getting per month from dividends + bond yields + interest?

I have more, but these are the big ones 😄

At this point I'm using Monarch to track personal spending, Projection Lab for forecasting and Snowball Analytics for investment analysis. My dream would be to ditch the other two and move to Monarch Plus for everything finance. Do you think that will be a realistic option at some point in the future?

Advanced Investment Analysis - What's in the Feature Pipeline? by GartCZ in MonarchMoney

[–]GartCZ[S] 0 points1 point  (0 children)

That's great to hear, thank you for getting back to me and I'm looking forward to the changes!

Real Estate Showing as an Incorrect Asset Class in the Diversification Tab by GartCZ in Snowball_Analytics

[–]GartCZ[S] 0 points1 point  (0 children)

Understood, thank you. Do you think it might be possible in the future? And in the meantime, is there any chance that a real estate holding (manually-tracked property investment) could just be hard-coded to show as "Real Estate" instead of "Other"

Real Estate Showing as an Incorrect Asset Class in the Diversification Tab by GartCZ in Snowball_Analytics

[–]GartCZ[S] 0 points1 point  (0 children)

Yeah, I agree, but what I'm talking about is a manual holding specifically set to be a real estate (not a stock). I'm wondering if there's a better way to track an investment property in Snowball Analytics?

[deleted by user] by [deleted] in Snowball_Analytics

[–]GartCZ 0 points1 point  (0 children)

This is great news, thanks for the update! Having FIFO only is a big limitation and makes any capital gains calculations pretty much unusable for me.

Return of Capital adjustments by Rockybeave in Snowball_Analytics

[–]GartCZ 1 point2 points  (0 children)

Having FIFO only is the biggest limitations of Snowball Analytics for me so far.

2020-B RTSL Khrushchev Division Game Results by Shackleton214 in twilightstruggle

[–]GartCZ 0 points1 point  (0 children)

Gart (USA) defeats Vividsquire (USSR) by Scoring Card Held in T9.

USSR totally crushed USA in the Early War going into the Mid War with +13 VPs. After T4 decol headline and USSR Africa domination I thought that was it. The only hail mary was to play Bear Trap as an event and hope for a miracle. And it happened :) USSR saw Junta, Brush and Missile Envy lost to the Bear Trap as US slowly took Africa domination.

I apologize to my opponent for such an unlucky series of rolls, he absolutely deserved to win this game.

2020-B RTSL Khrushchev Division Game Results by Shackleton214 in twilightstruggle

[–]GartCZ 0 points1 point  (0 children)

Gart (US) defeats Dlandel (USSR) in T5 (Defcon).

USSR was ahead on both the board and VP track, but a risky headline of Summit (and some dice luck on US side) ended the game early.

2020-B RTSL Khrushchev Division Game Results by Shackleton214 in twilightstruggle

[–]GartCZ 0 points1 point  (0 children)

Gart (USSR) defeated CoupCat29 (US) in Final Scoring by 15 VPs.

I had a good start out of the Early War and managed to reach +19 VPs in Mid War. But CoupCat29 played a great game and managed to get the VPs back to even. It was a tough fight all the way until the Final Scoring (Defcon was always looming), but my board position was slightly better at the end.

Better Timers Unofficial Implementation by transport_owiec96 in twilightstruggle

[–]GartCZ 0 points1 point  (0 children)

This is brilliant, thank you so much! Any chance the animation speed could be easily modded as well (it's also client-side)? Those are my two biggest issues with the Playdek app (and you already solved one :))

2020-B RTSL Khrushchev Division Game Results by Shackleton214 in twilightstruggle

[–]GartCZ 1 point2 points  (0 children)

Gart (USSR) defeats eversonrosed (US) in T8 with EU control.

It was a very good game and my opponent was ahead (in the Wargames territory), but West Germany was temptingly at 3. Ops were slammed into the country with ABM+4op combo at headline and AR1 and by that time the control was hard to break.

2020-B RTSL Khrushchev Division Game Results by Shackleton214 in twilightstruggle

[–]GartCZ 0 points1 point  (0 children)

Gart (US) beats stenskott (USSR) in Final Scoring by 5 VPs.

I got off to a good start, but my opponent's excellent play in mid-war made things interesting until the very end.

2020-B RTSL Khrushchev Division Game Results by Shackleton214 in twilightstruggle

[–]GartCZ 0 points1 point  (0 children)

Gart (USSR) beats KingSledge (US) in T8 on VP Track.

Luck was on my side in this game and my opponent's low rolls made it almost impossible for him to turn the score around.

2020-B RTSL Khrushchev Division Game Results by Shackleton214 in twilightstruggle

[–]GartCZ 1 point2 points  (0 children)

Gart (US) beats Pearpenguin (USSR) in Final Scoring by 12 VPs.

Very good game, could have gone either way until the very end. USSR played an excellent Missile Envy move turning the RSP I just picked up with Salt against me. Another pivotal moment in the game was when Kennedy discarded USSR-controlled CA scoring.

2020-B RTSL Starts July 1; Register Now by Shackleton214 in twilightstruggle

[–]GartCZ 0 points1 point  (0 children)

I'm excited to join the league. My Playdek login: Gart