My portfolio - Pie chart according to year#111

When I first started investing in Trine my investment started in Tanzania (let say that Tanzania constituted 50 % of my entire Trine savings). Over time this have changed and my investment in Tanzania is now down to about 1 %.

In comparison
go to Dashboard > Overview > Impact summary and you can see what impact you have had for all years (or a certain year according to the scroll list).

Do something similar for My portfolio > Distribution, so that the Borrower/ Country distribution (the pie charts) show how the loans are distributed differently over time.

I think this info creates a lot of value for the user.

Currently, there are two main pie charts at “My portfolio” > “Investments” which provide some guidance in the investment decision:

1. Borrower distribution: Helps me to diversify based on the borrower (mitigating the borrower risk).
2. Country distribution: Helps me to diversify based on the country (mitigating the country risk).

I think, knowing the distrubution of each loan based on the “Final Maturity” would be a very valuable information to guide my decision making process. I envision a pie chart indicating the following information:

A. 55% of the “outstanding investment” is due within the “next 12 months”.
B. 25% of the “outstanding investment” is due within the “next 25 months”.
C: 15% of the “outstanding investment” is due within the “next 36 months”.
D: 5% of the “outstanding investment” is due within the “next 48 months”.

Knowing that only 5% of my portfolio is due within the next 48 months might support my decision to invest more at this point in time.

I can provide more details / input if needed.

This would indeed be a great feature and support further investment decisions.

FYI @Lillemor

I guess this “feature request” duplicates this one, see: https://trine.nolt.io/114

I am sharing this to keep the idea backlog lean and up-to-date, hope this helps :-)

Hi Simon,

We are grateful for the feedback and I will share it with the team for consideration. We are motivated to implement changes that will make your experience smoother and more satisfying.

Best,

Liz

The comment from Johannes here https://trine.nolt.io/54 supports exactly this idea, too.