Portfolio Analysis
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KurtMarch 17, 24 | Posted in Help
I imported a portfolio I saved as O. The allocation column came in correctly at the top but are wrong in the Portfolio Asset Allocation graph and wrong in the Position table below the graph. They are all the same number in those two areas: 4.17.
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Dmitry ShevchenkoMarch 17, 24
Hi, if you've imported a portfolio and see that all position allocations are the same, it likely means the portfolio has been parsed as equally weighted. This could happen if the positions don't add up to 100% in the original file, or if there's a non-standard number format used. Anyways, if you encounter any issues, don't hesitate to contact support@portfolioslab.com and send the exact file you're importing. We'll be glad to assist you with the portfolio import process.
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