Fix error with portfolio summation math
I noticed that on 5-21-24, one of my portfolios showed a roughly $ 100K loss even though the market had reached an all-time high that day. I cross-checked all my numbers from yesterday's trading day with an X-Cel spreadsheet with the exact data from the VANGUARD Mutual Fund website for my accounts.Plugging in the exact data shown from the YAHOO Finance portfolio, my spreadsheet confirmed that the YAHOO Finance portfolio did NOT correctly add all the data it displayed. In fact, it showed a total summary number that was $ 104,113.04 too low. So, this error has been repeated for several days now. Please check out your portfolio math if you can. Funny thing is that a second portfolio seems to accurately sum up the total for individual stocks. hanks in advance.
I wish you would not gone to the Portfolio 2.0 revision. I converted some theoretical portfolios to this version and absolutely DO NOT LIKE IT. I will not convert my actual portfolios to version 2.0 and will continue to use the proven version used over decades. Don't ***** up a good thing!!
Boris Rimensberger
shared this idea
