On Enhanced Portfolio / Performance Tab the calculations do not honor the period selected
For example the changing to the selected period to 1D, 1M, YTD etc, the columns 'Tot Gain UNRL (%), 'Tot Gain UNRL ($)' and 'UNRL Contrib To Return' do not change to reflect the selected period. The totals at the bottom are also incorrect and are not recalculated as the period is changed.
Bernard Badenhorst
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Bernard Badenhorst
commented
UPDATE (2024-11-21): It seems like the columns were shuffled a bit. The 'Tot Gain UNRL (%)' column was removed and a 'Unrealized
Return (%)' was added. This column and the 'UNRL Contrib to Return' now changes and seems to reflect the correct values when choosing different periods. However the 'Tot Gain UNRL ($)' still does not - is should probably be replaced with a column 'Unrealized Return ($)' that also honors the period selected (we see the total unrealized return on other screens and the value in ($) for period makes sense here because it goes with the value in %).