Portfolio 2.0 and wrong currency management
Portfolio 2.0 and wrong currency management.
If you have your portfolio in CHF and the stock in EUR, all the transactions must be in EUR and the conversion must be done at portfolio level.
Moreover, there is something buggy, even with different currency the total gain is wrong, all my portfolio has been messed up now, plus the time lost to understand what happened.
Could you please fix or allow us to go back to the previous version?
Eugenio Lentini
shared this idea
-
William Short
commented
I am quite pleased with portfolio 2.0 because it now tracks dividends received. Most of my equities are traded on the London exchange in GBP (UK Pounds) and I have the currency set to GBP. Dividends are usually listed in GBp (pence) but entries for dividends received have a $ sign displayed and the calculation of the value of the dividend is usually, not always, completely wrong. Typically it is 1% of what it should be e.g. £0.12 when it should be £12.00. Sometimes the value is inexplicably wrong. Also the first dividend displayed in an entry is often 100 x what it should be e.g. £1200 when it should be £12.00
It's a pity because I spend a lot of time calculating my dividends and if Portfolio 2.0 worked properly I wouldn't need to. -
L B
commented
With the first point you make, i think i have the same problem. My portfolio is in euros, but some shares are traded in GBp. When i fill in the traded price on a transaction in GBp, the overview suddenly shows a 5, or 6 figures gain/loss.