Portfolio view


B

Bla

Money Plus Deluxe.
In portfolio view I have 3 columns: TR yr, TR 3ry, TR YTD.
Those columns indicate correctly with my old accounts.
I've added several accounts recently and all 3 columns read the same
percentage (IE - 4.8%, 4.8 %, 4.8%).
The investment price history goes back to 2006.

Does anyone have any idea why the columns might not be updating??

Thanks!
 
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C

Cal Learner-- MVP

Money Plus Deluxe.
In portfolio view I have 3 columns: TR yr, TR 3ry, TR YTD.
Those columns indicate correctly with my old accounts.
I've added several accounts recently and all 3 columns read the same
percentage (IE - 4.8%, 4.8 %, 4.8%).
The investment price history goes back to 2006.

Does anyone have any idea why the columns might not be updating??
Suppose the current price of a particular investment is $10.48, and
your only purchase of shares of that investment into the new account
was on 2/2 for $10.00.
 
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B

Bla

Cal Learner-- MVP said:
Suppose the current price of a particular investment is $10.48, and
your only purchase of shares of that investment into the new account
was on 2/2 for $10.00.
That's why they read the way they do?
Because I only have 1 purchase?
I guess I didn't give this enough thought.

Thanks!
 

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