Your comments

@Rob


Here's why it's showing up at N/A after reviewing the notes and calculations.

CAGR calculations are tricky because there are various scenarios we need to consider and because of cases where some years may start with a negative number (in terms of growth %) which CAGR calculations don't support.


For HUM

We don't calculate CAGR as simply

CAGR = (current value/old value)^1/numYears - 1

This basic version introduces many issues when we apply it to over 6000 stocks. There are so many stocks with different starting values, +ve, -ve starting values etc that it causes many CAGR calculations to fail.


What we do based on the data item and what the valid number ranges are, we do a precondition check and then calculate:

  1. Mix of +/- numbers: use https://www.linkedin.com/pulse/missing-cagr-formula-meritt-finer
  2. Both positive: regular cagr calculation
  3. Both negative: convert both number to positive and calculate (like Capital Expenditure example)
  4. Include error checking conditions as needed

I think what you are originally asking about is filtering between closed and open stocks.


If you go to transactions, you can filter just like this: https://www.screencast.com/t/B7ya7a3Zw

To only see transactions for active stocks, click on Active Stocks.


@ruiheh,


There was an error which we fixed.

Now showing the correct number.

For the stock to be on the list:

1. has to be active. Not sold.

2. has to have transactions. If no transactions, it is not counted as the portfolio does not know the gains.

@tobias,

It completely deletes the stock and transactions from the portfolio.

I've previously looked into this but the charts are the easiest, because a single annualized data is harder than it seems because there are many factors to consider for just this one calculation.

A lot of it has to do with dates, transactions, cash, splits, divs, buy outs, gone private, special situations and more if you do options, leverage etc.


One of the reasons why brokerage accounts can't give proper annualized performance numbers too, and they are the ones with all the details.


@abdulmalik,


Right now, we don't have industry average data. Not a data point we can easily grab from any financials and requires more data subscription. In order not to raise additional membership costs, we'll wait and see how big the demand for this is.

Looking into what the issue is with HUM.


For 1yr sales percentage changes, it's listed under "Sales Percentage Change TTM, ANN"


For EPS growth, it is listed as "Growth Estimate %, Next Year" under Estimates. The name for this is different as it fits with the other name conventions within the Estimates group.