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Strategy index/details labels for assets under management (AUM) #348

Closed
Tracked by #350
kenkunz opened this issue Feb 14, 2023 · 4 comments · Fixed by #382
Closed
Tracked by #350

Strategy index/details labels for assets under management (AUM) #348

kenkunz opened this issue Feb 14, 2023 · 4 comments · Fixed by #382
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enhancement New feature or request priority: P2 Default priority. An issue might not yet be fixed in the next release. size: XS A trivial task that can be completed in less than an hour

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@kenkunz
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kenkunz commented Feb 14, 2023

Goal

Use consistent labeling for Assets under management / AUM on Strategy index and Strategy overview pages.

Details

  • current label on index view is "Amount of assets" – change to "AUM" with title/hover of "Assets under management"
  • current label on details view is "Value in trading positions" – change to "Assets under management"
@kenkunz kenkunz mentioned this issue Feb 14, 2023
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@kenkunz kenkunz changed the title Strategy TVL (Total Value Locked) Strategy details - TVL (Total Value Locked) Feb 14, 2023
@kenkunz
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kenkunz commented Feb 14, 2023

@miohtama:

Questions

  1. verify formula – is this correct?
  2. is this what is already shown as "Value in trading positions" on strategy overview?
    • the value displayed is portfolioStats.total_equity (where portfolioStats is based on getPortfolioLatestStats)
    • keep this value and update the label to TVL / Total Value Locked?
  3. should we also update the label on Strategy index from "Amount of assets" to "Total value locked" for consistency?

@kenkunz kenkunz self-assigned this Feb 14, 2023
@kenkunz kenkunz added enhancement New feature or request priority: P2 Default priority. An issue might not yet be fixed in the next release. size: XS A trivial task that can be completed in less than an hour labels Feb 14, 2023
@AlexTheLion123
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@kenkunz We decided to just go with the standard definition for TVL and also have the strategy performance on the same chart e.g. https://app.enzyme.finance/vault/0x1b83ba4527c837d462d5b78d65a097dabae5ea89 here you can toggle the chart between share price and assets under management, we would have them on the same chart.

Seems like the term we are using is assets under management

@AlexTheLion123
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I think it would be the Value in trading positions. Just clarfying, is cash included in this figure?

@kenkunz
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kenkunz commented Mar 1, 2023

Discussion at 01.03.2023 meeting

Term we are aligning on: Assets under management

Abbreviation: AUM

  • Alternatively, just "Assets" where we need a shorter label.

In Crypto world, "TVL" – doesn't communicate well to non-crypto world.

@kenkunz kenkunz changed the title Strategy details - TVL (Total Value Locked) Strategy index/details labels for assets under management (AUM) Mar 1, 2023
kenkunz added a commit that referenced this issue Mar 2, 2023
kenkunz added a commit that referenced this issue Mar 2, 2023
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Labels
enhancement New feature or request priority: P2 Default priority. An issue might not yet be fixed in the next release. size: XS A trivial task that can be completed in less than an hour
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