Bonjour à tous, à vos votes :-).
J’aimerais pouvoir exclure ma résidence principale des analyses tout en la gardant en entrée dans Finary.
Aujourd’hui, son montant biaise mes différentes analyses.
La solution est de la retirée mais du coup, je perds cette entrée qui est bonne à garder.
Une option simple serait une check box au niveau de l’entrée "Résidence Principale” demandant si nous souhaitons l’include dans l’analyse ou pas.
Merci pour votre soutien.
Je vote pour ! J’ai retiré ma RP et ma RS pour ne garder que le patrimoine financier (SCPI incluses), car elles écrasaient le reste.
Pareil, j’ai fini par retirer ma RP pour clarifier mes analyses.
Bonne idée de Matthieu 100 : Une option simple serait une check box au niveau de l’entrée "Résidence Principale” demandant si nous souhaitons l’inclure dans l’analyse ou pas.
I was just wondering about this. Should I include my primary residence in my Finary Portfolio? Is there any real benefit to doing so?
Hello Laurent, it all depends on how you position it in your assets. Some people see it as an investment with frequent buying and selling while appreciating in between. And so this increases their wealth. In my case, I left it but I put an amount that is the same as the loan amount so that it’s neutral while keeping the entry. Agnès and Mathieu, who voted for my request, ended up removing it. In any case, don’t hesitate to vote for my request as it will bring more flexibility. Have a good evening
agree
I even also removed my second home (which will be sold in the coming years). The value of these two pleasure assets was overwhelming the financial portfolio (in which I include SCPIs, because they generate income).
One of the benefits of Finary for me, once again, is to see if my financial portfolio is balanced sectorally and geographically, so the two pleasure assets were greatly skewing the percentages.
I completely agree. Best regards