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Strategy Tracker | Forum

raduR

radu

@radu
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Recent Best Controversial

  • Could we add the "Months to cover mNAV"?
    raduR radu

    @schustan0 it should show for Metaplanet too (you need to make sure 3350.T is selected at the top).

    With regards to timestamp, it does show below the chart.

    Let me know if this helps!

    Comments & Feedback

  • [MTPL] The mNAV in the Compare dashboard is different from the company specific dashboard
    raduR radu

    The MTPL specific dashboard defaults to NAV against Basic Share (if you click on the blue metric above the chart, it will also show NAV against Diluted Share)

    The comparison dashboard always defaults to NAV against Diluted Share.

    Technically, NAV against Diluted is more correct. Perhaps I need to change the default number shown on the chart in the company dashboard page.

    Comments & Feedback

  • When to Sell
    raduR radu

    Itโ€™s not particularly sophisticated โ€” if a stock jumps 100% in a single day, I see it as exuberance and generally expect some mean reversion. Anything that doubles in a day can just as easily drop 50% the next day.

    With that in mind, I decided to lock in some profits by converting some of my position to MSTR, which I consider my core position alongside BTC.

    Keep in mind this is done in a non-taxable account, which makes moving in and out frictionless.

    General Discussion

  • Improve MultiChart UI by fixing the Chart selector after scrolling down
    raduR radu

    Improved it slightly

    Comments & Feedback

  • Could we add the "Months to cover mNAV"?
    raduR radu

    I think it works now

    Comments & Feedback

  • Could we add the "Months to cover mNAV"?
    raduR radu

    Added to Comparison page.

    Feel free to check the numbers!

    Comments & Feedback

  • Could we add the "Months to cover mNAV"?
    raduR radu

    Thanks both for the feedback!

    I will revamp this chart soon and add it to the comparison tab as well.

    Comments & Feedback

  • Improve MultiChart UI by fixing the Chart selector after scrolling down
    raduR radu

    Improved.

    Comments & Feedback

  • Could we add BTC price change to the Compare tool?
    raduR radu

    Yup. Added!

    Comments & Feedback

  • Data Quality MetaPlanet
    raduR radu

    Raised the issue here:
    https://x.com/MSTR_Tracker/status/1923669773818397136

    In the mean time, it just means we will have to report latest buys with a small delay, given their numbers lag slightly behind the announcement.

    Updated the numbers in the mean time.

    Comments & Feedback resolved

  • Data Quality MetaPlanet
    raduR radu

    The problem is that when they announced the buy, their analytics dashboard showed 518M.

    It's not clear when it became 553 because their announcements don't include share counts as far as I can tell (and their dashboard doesn't always update immediately)

    I can update it retroactively to 553 but in order to fix it permanently and ensure accuracy Metaplanet needs to improve its reporting to include historic share counts

    Comments & Feedback resolved

  • Could we add the "Months to cover mNAV"?
    raduR radu

    I made a Months to cover mNAV chart but it's probably wrong. Didn't test / check the numbers much.

    Nonetheless, just putting out there for feedback.

    Comments & Feedback

  • Can we get the PE ratio back?
    raduR radu

    Yes - I removed it at some point because I was not confident about the calculation.

    Will add it back in.

    Comments & Feedback

  • Invoice after billing.
    raduR radu

    Added self-service functionality so you can see your invoices if you click on "Manage Billing & View Invoices"

    image.png

    Comments & Feedback resolved

  • Can we have the MetaPlanet price (in USD)?
    raduR radu

    Added stock as well.

    Comments & Feedback resolved

  • Can we have the MetaPlanet price (in USD)?
    raduR radu

    Will do!

    Comments & Feedback resolved

  • Loving the single page with all the charts.
    raduR radu

    Awesome! Thank you for the suggestion ๐Ÿงก๐Ÿ™

    Comments & Feedback

  • Old UI was 100x better
    raduR radu

    Will see if I can optimize it even further!

    Thanks again for the feedback and for the support!

    Comments & Feedback resolved

  • Old UI was 100x better
    raduR radu
    • Added ability to see multiple charts on one page, as well as preserving a user's settings across sessions.
    • Added ability to hide/show metric cards.

    One thing to point out is that the metric cards would fit in one row if given enough width (or if you zoom out enough)

    Comments & Feedback resolved

  • Old UI was 100x better
    raduR radu

    Hi Frederic,

    Thank you for your feedback!

    Just to make sure I understand, is the main concern not having all charts on one page?

    What do you think of a multiselect dropdown instead that saves your chart selections and displays them all on one page?

    We had limited insight into how people were using the product or what was working and what wasnโ€™t until we enabled the forum and feedback features. Some trial and error is to be expected.

    Best,
    Radu

    Comments & Feedback resolved
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