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Confusing Price appreciation RRS feed

  • Question

  • I have an investment with a cost  of 18,703 and a market value of 20,241. This should give me an appreciation of 1,538.

    However, the Portfolio Manager shows:

    Cost  18,703

    Price Appreciation  195,962

    Market value  20,241.

    I have bought / sold shares in this account but this has never happened before. How can I adjust it to 1,538 please? 

    I have tried File repair - did not help.


    • Edited by finwizzard Saturday, June 13, 2020 7:52 AM
    Saturday, June 13, 2020 7:48 AM

All replies

  • Try un-ticking Portfolio->ChangePortfolioView->ShowClosedPositions.

    Also, you may find the Cost Basis column to be of interest. There is also a Gain column, which I think includes dividends.

    There are 3 different kinds of File Repair. I expect you used Quick.



    Saturday, June 13, 2020 2:36 PM
    Moderator
  • Try un-ticking Portfolio->ChangePortfolioView->ShowClosedPositions.

    Also, you may find the Cost Basis column to be of interest. There is also a Gain column, which I think includes dividends.

    There are 3 different kinds of File Repair. I expect you used Quick.



    Thanks Cal

    This worked. Interesting to note that I used the Gain column and I end up with 1727.08 in the "cash held" column! I guess this must be dividends?

    Saturday, June 13, 2020 2:44 PM