Portfolio Daily change
Currently the Daily Change $ and % is inaccurate until the end of day, because the value (and resulting %) are the sum of each individual stock value change.
This is obviously inaccurate midday, because of all the mutual funds and ETFs that do not post an update price until sometime after close. Therefore, the user has to manually add up only the assets that have been updated. during the day.
A simple programming fix would be to add a column in the data table, that is not displayed on the website, that records the prior trading day's ending price per share. Then the accurate Daily Change Value can be calculated by adding a What If Statement such that if the Current Price/share = Yesterday's Ending Price/share then do not include that row in the summation of the Portfolio's Daily Change.
Robert Swedroe
shared this idea
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David Hill
commented
When the market opens, the daily change for a mutual fund shoud be zero. Leaving yesterday's change makes today's daily change (in total) inaccurate.
This should be a simple fix. Why is not being addressed?
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Robert Swedroe
commented
Allows user to quickly view the Portfolio's daily change during active trading hours.