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QWin 2017: Investment shows up 4 Months later in report

Unknown
Unknown Member
edited May 2018 in Investing (Windows)
QWin Premier 2017 Portfolio Value vs. Cost Basis Report One investment (X) fails to show up in graph for 4 Months. Bought in May/17 (shows in account transactions) but doesn't appear in graph till September/17. Report shows "Cost Basis" value but not Balance value until September. Compared entries in account & all (9) investments are entered the same but (X) comes late to the game.

Comments

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    edited May 2018
    Do you have valid (non-zero) prices for X between May and September?  

    Do values show for those intermediate dates in a Portfolio View (Ctrl-U)?
  • Unknown
    Unknown Member
    edited October 2017
    q.lurker said:

    Do you have valid (non-zero) prices for X between May and September?  

    Do values show for those intermediate dates in a Portfolio View (Ctrl-U)?

    That did the trick. Followed the instructions for downloading historical prices & now the report is correct. Thanks very much.
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