William Short
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20th ranked
Thank you for this feedback. We are aware of this issue and are working to resolve it.
William Short
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4th ranked
An error occurred while saving the comment William Short
commented
I disagree completely. Portfolio 2.0 is a big improvement over the previous version because it manages cash and dividends. True it often gets the dividend amounts wrong but I believe they are working on a fix.
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14th ranked
Can you please check if you have Cash Management Turned ON or OFF? In most cases, if Cash Management is ON, it assumes you have cash available for transactions, and if you do not have any Cash, then it shows cash as negative, which shows less total value for your Portfolio.
An error occurred while saving the comment 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.
As another example I hold 1600 SEIT.L shares. The latest dividend is 2 pence (i.e. GBp 2.0). In Portfolio 2 the dividend is shown as 0.02 per share and the total dividend is shown as 0.25. Is it possible that Portfolio 2 is calculating the dividend as though the dividend per share was quoted in GBP (i.e. pounds, not pence) and then treating the result, 32, as though it were USD and converting to GBP by dividing by 1.28??? That is not a correct figure for GBP/USD anyway. ?confused?