Setup of 2.0 balances and totals don't add up
Hey Love the new Portfolio 2.0 features, but they do not match my broker account numbers when I input the data. I have both CAD and USD stock in my portfolio and even when I just add up the total costs I have they don't match up to the initial negative cash you get when you first clone you primary investment portfolio. Not sure what I am doing wrong or if there are glitches. As I started off by inputting my cash account and it told me I still had a negitive balance. I thought this was because I need to consider the money I currently have invested. I inputted that info and it did get close to my actual values but was still slightly off. Then I tried to just input a cash entry to correct the cash balance discrepancy in my 2.0 portfolio however the changes don't change like you would expect. for example. i have $50,000 in cash in my brokerage account. 2.0 says i have $48,000 so, I make an entry in the 2.0 cash account to correct the cash holdings of $2,000 but the once i enter $2,000 it only changes the balance to a difference of $1,200 for example.
Deke Worrell
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