Your comments

UA hasn't submitted their 10-Q yet. They only released 8-K earnings report today. When the 10-Q is filed, the data is updated.

@ruiheh

The first criteria is actually just positive net income. Not an increase from last year.

ok I understand what you mean now.

We can apply the same buttons and methods we used in the transactions tab to the portfolio.

Or are you also asking to filter and not display sold out positions in the portfolio view too?

@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.