Portfolio Summary

by **Jeff47** » Wed Sep 30, 2009 6:45 pm

I just went into my portfolio summary and am finding the summary listing reflects zero shares for most (not all) for each stock/fund, with a price that is either the first transaction (buy) or some other random time. However, when I go to the detail for each item, it is current and accurate. I haven't been into the program for several months and just downloaded the latest FM update.

I'm sure there's a simple answer, but I don't know it. Help

Jeff B

by **Mark** » Wed Sep 30, 2009 7:24 pm

Hi Jeff,

By "Portfolio Summary" do you mean some report? Did you check the report's date? Maybe it is set for an early date, near the start of your portfolio?

by **Jeff47** » Wed Sep 30, 2009 7:38 pm

Hi Mark - it's the Portfolio Editor to which I'm referring. Each portfolio shows the same symptom.

Jeff

by **Mark** » Wed Sep 30, 2009 8:43 pm

Hi Jeff,

Please check your computer's date. The Portfolio Editor displays information for the current date.

by **Jeff47** » Wed Sep 30, 2009 8:56 pm

That's it. Thanks Mark. The date was set to February, 2004. I don't know how that happened.

Jeff

Portfolio Summary

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