In just one of my portfolios, the sum of the cost basis and present value in a report is incorrect. It's off by hundreds of thousands. I can't figure out what is wrong?
Jerome
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Incorrect Portfolio Value
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In just one of my portfolios, the sum of the cost basis and present value in a report is incorrect. It's off by hundreds of thousands. I can't figure out what is wrong?
Jerome
Hi Jerome,
Do you mean the displayed line items to not add up to the sub-total value? If so, please try turning on "View / Hidden Investments". Hidden investments are not explicitly listed in reports when this option is off, but their values are still included in the overall totals.
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