Loss of functionality from previous version, confusion on new functions
New version now requires shares to track daily movement of stocks or funds, not good for tracking performance of stocks/funds may be interested in purchasing or using as a comparison to other holdings. Available in previous versions, now will have to go create fake transactions simply to get data that was shown in previous version.
Cannot tell where “dividends” are accounted for in value. For last few years have been creating transactions for stocks/funds where dividends are automatically reinvested. Don’t know how the new version accounts for this or if it doesn’t.
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Brian McGill
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