Product backlog for the Mobius Portfolio Reporter.
- Issue: As more dates accumulate in Performance_History.csv, the x-axis will get crowded
- Current behavior: Plots all data points, Excel auto-compresses labels
- Proposed solution: Limit to last 90 days, or add weekly aggregation
- When to address: After 60+ days of data accumulates
- Issue: Line chart Left position (420) doesn't perfectly align with other charts (250)
- Context: Left:=250 causes overlap with data table, Left:=420 clears data but misaligns
- Proposed solution: Investigate why performance data table is positioned differently, or hide data table since chart shows same info
- Workaround: Current Left:=420 works, just slightly misaligned
- Issue: Balance between narrow columns (John's feedback) and readable content
- Current state: Name column at 25 with text wrap, Ticker at 8 with wrap
- May need: Further adjustment based on actual data lengths
- Add YTD return % as secondary line
- Add benchmark comparison (S&P 500)
- Interactive date range selection (would require different technology)
- Add MTD (month-to-date) metrics
- Add QTD (quarter-to-date) metrics
- Sector allocation pie chart
- PDF export of dashboard
- Email summary generation
- Performance line chart added
- Text wrap on Name/Ticker columns
- Narrower column widths
- CSV line ending fix (Unix/Windows)
- Performance history tracking (CSV)
- Dashboard version indicator
- Performance_History.csv location:
C:\Mobius Reports\Performance_History.csv - Chart positions use pixel values (Left, Top, Width, Height)
- Dashboard column widths: A=40, B=15, C=18, D-G=12