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Total Gain figure on portfolio negative?

New 'Hoo

Total Gain figure on portfolio negative?

Ive added transaction lot data to my holdings of cost price and number of shares owed along with the transaction date.. seems to show the value as negative when clearly its not.

2 REPLIES
New 'Hoo

Re: Total Gain figure on portfolio negative?

Administratin' 'Hoo

Re: Total Gain figure on portfolio negative?

@liminal - It sounds like you may have added the total purchase price of the lot in the cost basis field.  Change that to the cost per share and your value should show properly.

 

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