Author Topic: PeerCube Questions  (Read 22649 times)

rawraw

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PeerCube Questions
« on: August 07, 2016, 07:04:14 PM »
Hello!

Is there a way in FICO Drop notes at risk section to only show the "blue buttons"?   Currently i have to scroll through a rather long list to find them

AnilG

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Re: PeerCube Questions
« Reply #1 on: August 07, 2016, 08:34:57 PM »
Blue Sell button indicates Notes with Current loan status. If you type 'current' in Search: box, it will only display current notes. Does it help?

Hello!

Is there a way in FICO Drop notes at risk section to only show the "blue buttons"?   Currently i have to scroll through a rather long list to find them
---
Anil Gupta
PeerCube Thoughts blog https://www.peercube.com/blog
PeerCube https://www.peercube.com

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PeerCube Questions
« Reply #2 on: August 10, 2016, 02:40:35 PM »
That works!

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rawraw

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Re: PeerCube Questions
« Reply #3 on: August 13, 2016, 07:01:23 AM »
Is there a way to see the age of the last upload of notes ext and trading data?  It'd be nice on the tabs that use the data to indicate when the data was last updated

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Re: PeerCube Questions
« Reply #4 on: August 13, 2016, 07:11:55 AM »
Also, is there any way for PeerCube to crawl my account statements?  Since I've been doing this for so long, it seems overwhelming to manually enter them all. 

AnilG

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Re: PeerCube Questions
« Reply #5 on: August 13, 2016, 11:36:40 AM »
Good idea. Right now there is no way to know when you last uploaded notes ext and trading data.

Is there a way to see the age of the last upload of notes ext and trading data?  It'd be nice on the tabs that use the data to indicate when the data was last updated
---
Anil Gupta
PeerCube Thoughts blog https://www.peercube.com/blog
PeerCube https://www.peercube.com

AnilG

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Re: PeerCube Questions
« Reply #6 on: August 13, 2016, 11:43:03 AM »
We tried this before. Crawling the PDF account statements was very unreliable to extract cash inflow and outflow information. I will suggest that you enter information in reverse, latest month first. You can do this slowly.

Also, is there any way for PeerCube to crawl my account statements?  Since I've been doing this for so long, it seems overwhelming to manually enter them all.
---
Anil Gupta
PeerCube Thoughts blog https://www.peercube.com/blog
PeerCube https://www.peercube.com

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Re: PeerCube Questions
« Reply #7 on: August 14, 2016, 01:04:15 PM »
Is there a way to track the performance of notes sold by me?  I'd like to see how they perform afterwards

AnilG

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Re: PeerCube Questions
« Reply #8 on: August 17, 2016, 07:53:11 PM »
You can individually check performance of sold notes. There is no one page with list of your sold notes and performance afterward.

Lending Club > Portfolio Analysis > Notes. Enter 'sold' or 'sale' in Search: box. It will display only Sold/Sale notes. Click on Loan ID. It will bring up Loan Details page with all the information including NAR, Loan Status, Payment & Status History.

Is there a way to track the performance of notes sold by me?  I'd like to see how they perform afterwards
---
Anil Gupta
PeerCube Thoughts blog https://www.peercube.com/blog
PeerCube https://www.peercube.com

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Re: PeerCube Questions
« Reply #9 on: August 19, 2016, 09:14:57 PM »
Thanks!  That would probably be impractical for me to see what I need to see.  Interest Radar used to have an easy tab that kept track of the sold notes and how they were performing.  Seems useful in judging the efficacy of a selling strategy.

Is there any way to set up automated or group selling based on when I upload my loan stuff?  I'd like to sell lots of "at risk" notes without having to open 100 tabs in Chrome and click through one by one.  Is there a way?

So far it seems like the selling by itself is worth the price of Peercube for my strategy.  If I could also see the performance afterwards, that would be even more valuable.  A lot of effort is spent on "picking" the right notes.  Seems equally interesting to spend effort deciding what notes are best to sell, at least for someone like myself who employs it as a strategy.


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Re: PeerCube Questions
« Reply #10 on: August 21, 2016, 04:24:27 PM »
You can move your "at risk" notes to a portfolio named PeerCubeSell on Lending Club site. Setup a Folio sell filter on PeerCube for such "at risk" notes restricting to sell only from PeerCubeSell portfolio. The system will continue to automatically list such notes in PeerCubeSell portfolio as long as filter is active and there are notes in PeerCubeSell portfolio. See blog post "Enhancements to Automated Note Selling on Lending Club Folio Secondary Market" https://www.peercube.com/blog/post/enhancements-to-automated-note-selling-on-lending-club-folio-secondary-market for more information.

We are currently working on performance of notes after being sold, should be released within a month or two.

Thanks!  That would probably be impractical for me to see what I need to see.  Interest Radar used to have an easy tab that kept track of the sold notes and how they were performing.  Seems useful in judging the efficacy of a selling strategy.

Is there any way to set up automated or group selling based on when I upload my loan stuff?  I'd like to sell lots of "at risk" notes without having to open 100 tabs in Chrome and click through one by one.  Is there a way?

So far it seems like the selling by itself is worth the price of Peercube for my strategy.  If I could also see the performance afterwards, that would be even more valuable.  A lot of effort is spent on "picking" the right notes.  Seems equally interesting to spend effort deciding what notes are best to sell, at least for someone like myself who employs it as a strategy.
---
Anil Gupta
PeerCube Thoughts blog https://www.peercube.com/blog
PeerCube https://www.peercube.com

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« Reply #11 on: August 21, 2016, 04:26:11 PM »
Thanks Anil! So if I created two Portfolios based on the fico decline bucket, I can have separate rules to deal with differing degrees of fico decline. Good idea

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Re: PeerCube Questions
« Reply #12 on: August 23, 2016, 05:34:06 PM »
If I was trying to calculate portfolio returns, which include both the holdings in my LC account and loans that I may have sold from that portfolio for a gain/loss, is there a way to do this in PeerCube?  Wasn't sure how the portfolio return is currently calculated

AnilG

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Re: PeerCube Questions
« Reply #13 on: August 23, 2016, 06:17:17 PM »
The Portfolio Returns that you see on Portfolio Overview page https://www.peercube.com/portfolio/index or on Monthly Returns page https://www.peercube.com/portfolio/monthly_returns is based on entries in monthly statements that you enter.

I have seen some idiosyncrasies with Gross Yield/Actual Yield that we currently use. It is suppose to be replaced but still on our things to do and not completed yet.

If I was trying to calculate portfolio returns, which include both the holdings in my LC account and loans that I may have sold from that portfolio for a gain/loss, is there a way to do this in PeerCube?  Wasn't sure how the portfolio return is currently calculated
---
Anil Gupta
PeerCube Thoughts blog https://www.peercube.com/blog
PeerCube https://www.peercube.com

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Re: PeerCube Questions
« Reply #14 on: August 31, 2016, 06:34:58 AM »
I'm having trouble with the backtesting of a filter.  How do I know what the "max" value is? I tried leaving it blank after I wanted to remove it, but it didn't seem like this worked.  Also every time I do it, I only get like 3 loans in the sample size.  I can't tell which of the filters I've modified vs. ones that are on the default max min.  Any insight into what I'm doing wrong?