Monthly Archives: April 2013

Portfolio Emails – Now Totaled By Exchange & Currency

Recently we updated our portfolio email to show the summary totals grouped by exchange and currency. Initially, there was only one total as most of our users were in JSE J$ investments.

Now our users can have a better picture of their portfolio at a glance, by currency or exchange.

As our user numbers grow and our members get more sophisticated 😁 we’re seeing different demands to track different investments and in different currencies. This should make the daily email updates even more fun. 🙌🏻

MM101 Updates

Portfolio Updates: Better CSV Experience

Almost everybody that invests have all their stock transactions in a Microsoft Excel/CSV spreadsheet.

If not, your broker may allow you to export all your transactions (JMMB does).

While we’ve had CSV import for a while now, we’re making it even easier and user-friendly :).

Updated Transaction Table

We’ve also updated the transaction table user interface to allow easier sorting of transactions. Search and filter available soon

MM101 Updates

Portfolio Updates: How Did I Do With That Stock?

As stated in our previous post, an updated portfolio experience will be rolled out shortly. Here’s a look at what else it will offer.

Explore your closed positions

Go back in time and look at stocks you previously held. See your transaction graphed from purchase to sale, with all the related trades as well.

Sold A Stock? How Much Did You Make?

We don’t only want to track what you currently own. You should be able to know how much you made and how you did from a stock you previously held.

Soon, you will be able to see the profit or loss from a closed position.

Update your portfolio in the interim as we should be releasing this shortly. Stay tuned.

MM101 Updates

Portfolio Enhancements & #Hashtags

Stock Chat Hashtags

Last week we launched #hashtags in our stock chat. Our online stock chat has really taken on a life of its own – free for all to join (but with guidelines to maintain quality).

#hashtags can be used to group/tag similar items of interest. Now you can easily view what people have been saying about topics and even companies. Existing tags include

#recommendedreading #upcomingIPOs #PJAM #PALresults #consolidation #loadup #failfast #getyourfundsready #intrinsicvalue #madness
#TheNationsBestBank #notrecommended

This is only a few.

Portfolio Enhancements

We’re excited about a new set of enhancements coming to your portfolio. Very very soon you should be able to view a graph of your total portfolio’s performance over time and also drill down and view by stock.

You will be able to click on each stock and see it’s total value versus the amount you invested, and the graph even shows each time a sale/purchase was done. Nice!

Additionally, we’ve added a section showing your TOTAL RETURN – Dividends plus Capital Gain.

Yes, we will calculate the EXACT dividend amount you would have earned for a period based on your transaction dates.

Plus there’s also a running balance of your transactions for the stock selected.

Stay tuned for more updates in the days ahead.

In the meantime, ensure you update your portfolio transaction dates to view the graphs, and dividend information when it becomes available.

MM101 Updates

Bye Bye July. Hello August 🙌🏻

July was an amaaaaazing month for us 🙌🏻. This is just a quick update to let you know some of the things that have happened and where we’re headed.

Record Signups

Firstly, in July we had RECORD numbers of people signing up for MoneyMax101. A real sign that people are interested in learning about, and investing in the stock market. For us, this is a good thing. This means;

  • Lots more people will benefit from our award-winning FREE daily email updates and other insights
  • Lots more knowledge will be shared (especially in our stock chat)
  • And a lot more people can start tracking their portfolio and managing their wealth

Our Users Love It

Of course, we not only track sign-ups, we also look at engagement, and woaa, are our people loving it! 🕺🏻 From logins, taking part in our Stock Chat, email clicks, checking their portfolio and company profiles… the message is clear. We are a BIG help to people investing in the stock market!

Pleaaaaase tell someone. Share it with a friend. (An aside: We need all the help we can get. MoneyMax101 was started by someone like you – a normal investor trying to grow and understand the markets and it has grown exponentially, in a large way by the support of passionate people that have come to love it.)

We hear the stories every day. People contacting us, wanting to upgrade and thanking us for the service so far. In fact, just this month, two of our users offered to pay annually, instead of quarterly as currently being advertised! Those are the kinds of people that keep this service going.

Speaking of upgrading, here are a few reasons why upgrading just makes sense…

For US$9.99 (our most popular plan), compared to $19.99 or $29.99 most overseas companies charge for similar services you will benefit from

  • better portfolio tracking
  • more company data (financials, ratios, etc)
  • more news and analysis
  • full access to community
  • and a chance to support the wonderful work we do here

That’s less than J$1,400 per month but the VALUE and TIME SAVED is phenomenal! IF saving time and getting insights about making money is really important to you please think about it.

You can also pay us in J$ and we can accept bank transfers to our Jamaican Bank accounts.

What’s Ahead

We’re testing a lot of features, and rolling out updates every day.

In July we included stock insights in the portfolio (technical tab, to see stocks with trending prices and volumes). We will also add to that, as there are more insights we want to add. We also added dividend trend charts in the portfolio (dividend tab). We’ve added a feature to include/exclude fees in tracking your portfolio gains, made lots of changes to our stock chat, refreshed our features page, made our news page a little faster… and much more than we can even remember.

For the weeks ahead, we will push ahead with new features, including any improvements you suggest. We are due to have another survey to get your feedback and we will continue to push user growth to ensure that the site is sustainable.

Being independent is a big PLUS for us. We can be genuine, honest and provide real insights on investing. We can also be free to innovate and focus on what our users want. Thank you for your support in making this happen.

Keep at it, MoneyMax Millionaires

MM101 Updates

JMMB/Alignvest Discussion (Audio)

On Thursday May 16, 2019 the Jamaica Money Market Brokers Group Ltd (JMMBGL) made an announcement that they would be helping to fund the Alignvest Takeover of Sagicor Group in the Caribbean.

On Friday May 17th, 2019, we (Stephen Wildes & Marc Gayle) had this discussion on the transaction.

Some of the points we discussed were

  • Our initial reactions to the deal and what we understood it to mean
  • Our thoughts on the sector
  • How will this impact competition
  • Players impacted – NCBFG/GHL, Sagicor, PanJam, Canopy(GK/Musson), and are there any connections?
  • Why did JMMB do this/and why did Alignvest choose JMMB?
  • How did JMMB even get to do a deal like this?

Please listen and give us your feedback. Thanks

Views

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MM101 Updates

This Is A BIG Announcement! We’ve Made Some Changes

We’ve made a LOT of exciting changes, so much, that we had to take time to share them with you. View all the changes in this image here (or below) and let us know what you think.

Thanks for the continued support and feedback. We’re growing, getting better, and there’s a lot more in store.

In celebration of this TRY FREE for 7 days our Investor package. Use this code at checkout (32098BE02E), or this link if logged in. Track up to 20 stocks from ANY Caribbean exchange plus the NYSE and NASDAQ.

Interested in the Beginner plan? Give it a go FREE for 7 days here. Use this link or C71BC49315 at checkout.

Thanks for your support!

 

MM101 Updates