Vanguard Mobile "Portfolio Analysis" is awful

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Vanguard Mobile "Portfolio Analysis" is awful

Postby VennData » Sat May 18, 2013 10:59 am

You can only set some broad stocks bonds allocation. you can't see the detail on one screen, no room for REITS or any specialized allocations.

This thing is terrible.

I've got a Google docs spread sheet that gives me everything plus detailed tax situations, when sales go long term, growth of portfolio by asset type and on and on and have had this for years.

Why don't they listen to people who want the ability to set their own detailed targets, slice and dice etc and take years to come up with a sloppy version of their regular Web site's pie chart?
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Re: Vanguard Mobile "Portfolio Analysis" is awful

Postby JamesSFO » Sat May 18, 2013 11:03 am

Because realistically the target for the more detailed thing is the "1%" (nomenclature wise not pure number wise) of the investing community? For most of their customers a pie chart probably helps.

I find their tools unhelpful too and use GDocs and Morningstar Xray.
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Re: Vanguard Mobile "Portfolio Analysis" is awful

Postby VennData » Sat May 18, 2013 4:36 pm

Whether its one percent, five or fifty. It's not useful.

Even the bottom one percent should be able to at least see it all on one page. The idea that this will help make someone a decision by burying the Large/Mid/Small in a scond page is unfathomable.

Any level of granularity on domestic international is critical when you look at your current income streams and decide how to design an IPS for your AA won't work this way.

If you want to be provided with a easy way to re-balance which everyone wants for the spouse children etc to make it easy for them, what does this do? You have to take extra steps to solve the re-balancing riddle. This was made by IT, not users.
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Re: Vanguard Mobile "Portfolio Analysis" is awful

Postby DaninCT » Sat May 18, 2013 8:45 pm

Our Vanguard portfolio watch page (from their regular web site) gives the following analysis of our stock holdings:

U.S. stocks 153.30%
International stocks 73.80%
Other 2.30%
Total 100%

That strange math has been there for several days now. And the "flash charts" quit working too, Adobe Flash notwithstanding.
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Re: Vanguard Mobile "Portfolio Analysis" is awful

Postby Random Musings » Sat May 18, 2013 9:43 pm

DaninCT wrote:Our Vanguard portfolio watch page (from their regular web site) gives the following analysis of our stock holdings:

U.S. stocks 153.30%
International stocks 73.80%
Other 2.30%
Total 100%

That strange math has been there for several days now. And the "flash charts" quit working too, Adobe Flash notwithstanding.


Perhaps the software is getting confused and thinks you are invested in 2X and 3X ETFs. :oops:

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Re: Vanguard Mobile "Portfolio Analysis" is awful

Postby jupiter_man » Sat May 18, 2013 10:05 pm

DaninCT wrote:Our Vanguard portfolio watch page (from their regular web site) gives the following analysis of our stock holdings:

U.S. stocks 153.30%
International stocks 73.80%
Other 2.30%
Total 100%

That strange math has been there for several days now. And the "flash charts" quit working too, Adobe Flash notwithstanding.


+1 saw this today on the site the "Asset Allocation" Tab shows the correct split between Stocks & Bonds, but the "Stock Analysis" is messed up as you indicated.
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Re: Vanguard Mobile "Portfolio Analysis" is awful

Postby leonard » Sat May 18, 2013 11:41 pm

Mobile? why would an asset allocation issue be so urgent that it needs to be done via cell?
Leonard | | Market Timing: Do you seriously think you can predict the future? What else do the voices tell you? | | If employees weren't taking jobs with bad 401k's, bad 401k's wouldn't exist.
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