The following myKillik features and enhancements were released today:
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Activity > Income
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5 year income graph
- Search functionality
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Documents:
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Category filters and search function
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Watchlists:
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Intraday % change
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Income:
Clients can now view their Income for their account in graph form. Your income activity will still show as usual, in list form, but you can now click the top left hand corner to bring up a graph visual. You can choose to view this by either Calendar years or tax years for easy comparison.
You can also implement filters to view your different accounts.
Your Activity page will now look like this when you click into the page. In the top left hand corner there is now a small graph symbol, which will take you onto you Cash Activity page, shown in graph form.
On the right hand side, in addition to the filter and sort buttons there is now a small search icon.
Income Graph:
As shown below, it is now possible to view your Income as a graph. The graph will show up to 5 years of Income data, it will show fewer years if you have been a Killik client for a shorter amount of time (as shown below).
At the bottom of the graph there is the option to toggle between Calendar years or tax years. This will show you the income you have received either within a calendar year (Jan-Jan) or a tax year (Apr-Apri).
Search:
You can now search for specific Income activity. Use this function to search for a specific dividend or a specific company. The search will take place as you type, so it is not necessary to type out the whole name.
Documents:
Documents are now easier to search and filter. Or search for specific documents using the new search functionality.
Document categories:
It is now possible to filter your documents by 'Category' such as Contract Notes or Statements. The default will show all documents, simply click into the Filter icon to split out the categories.
This will only show document types that you have within your Documents.
Search:
It is now easy to search for a specific document using the ew search function. Use the search function to find either a type of document, or documents from specific companies as shown below.
Watchlists:
Watchlists now show three data points for stocks that you have added to your list. These are: Date Added, Since Added, and Intraday. These have replaced the following previous categories - Added, CHG, CHG % - to make it easier to track your stocks. We have also added in Intraday change to track changes within the day. Both 'Since Added' and 'Intraday' show change as a % and a monetary value.