Sold Symbols in the Portfolio Performance/Analysis Tool
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Paolo24 декабря 25 г. | Опубликовано в Помощь
Hi guys,
I have an issue with the portfolio performance/analysis tools. In my transactional portfolio, the results or outcomes are shown by symbols that were sold or eliminated from my portfolio time ago. I have checked if this was and typo while I was entering the data, but it was uploaded correctly. In my case, the current weight of SCHD & MOAT in my portfolio is 0% but the results say another thing. Could you help me, please?
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Dmitry Shevchenko25 декабря 25 г.
Hi Paolo, could you send a link to your portfolio at support@portfolioslab.com? We’ll take a look.
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Paolo07 января 26 г.
Please mark this post as closed. The issue was that the symbol (SCHD) was split x3, and the platform did not account for it in the transactions. It was necessary to introduce an artificial sell and buy transaction to resolve the issue.
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