(See Other Posts about Lending Club Extension)
Install Note Browser Filter
(click on this link in Google Chrome)
First, a little background. When selling or repricing Notes, the extension will add two extra columns, one for Annualized Return and one for Markup. The Annualized Return is the return you would get if that Note was sold between now and the Order Expiration Date for the given price, taking into account how long the Note has been held. In other words, if you put the money into a bank account with an APR of the Annualized Return, and left it in there for the same period of time as you held the Note, you would get your Asking Price when you withdrew the money.
In order to do this calculation, the extension needs to know when you acquired the Note. If you purchased the Note this month via FolioFN, it will get this information from the My Account page (just visiting this page will get these dates). If you purchased the Note in a previous month, you can find the purchase date in the Trading Statements at the bottom of the FolioFN My Account page (change Showing Notes to All). again simply loading these pages once the extension will store off the purchase dates for the calculation.
However, if you did not purchase a Note from FolioFN, I now get the acquired date from the Loan Performance page (just about every Note on any page has a link to this page, see the Current links in the images below). Loading the Loan Performance page will store off the Issue Date for use in the calculation.
In version 0.2 there was a bug where if we could not find the purchase date, the two extra columns would be added, but they would be left blank. Now we will fill in the Markup right away (we can calculate that from the data on the page). While loading the acquisition date we now let you know what we are doing. Once we have finished our search for the acquisition date, we simple state "Purchase Date?" to let you know that the extension has not seen any page that lists the Issue Date nor the Purchase Date. At the point you can go to the My Account page and then the appropriate (or all) Trading Statement(s).
blue to let you know that it hasn't seen evidence that you purchased it, so it is assuming you funded the Note (plus an extra row will be added to the top of the table letting you know what blue means).