by Mark » Tue May 14, 2019 7:43 am
Hi prasannainv,
I suspect both issues are related to the date of your report, relative to your transaction dates. Notice this Portfolio Performance report has both a start and end date. Only money added between these dates will be shown as contributions. Also, the Beginning Value is the value at the beginning of the report's starting date, which is the same as the closing value for the prior date. For example, if your report starts on 1/1/2019, the beginning value is the closing value on 12/31/2018. The value on any date is the number of shares you own on that date times the closing market price. So, to see a non-zero beginning value, adjust the report's start date to after you made a purchase, and before you sold all the shares.