Gain/Loss for 1,3,12 months is N/A

I added a new UBS account and everything went great except the Gain/Loss% for 1,3,12 months are all N/A. I reloaded the 5year historical data but that didn't help. All my other brokerage and retirement accounts show gain/loss just fine. Oddly, some of the securities are held in another account and they work fine. All investments have cost basis.

Any ideas?? Your help is hugely appreciated.

Best Answer


  • UKR
    UKR SuperUser ✭✭✭✭✭
    Are these all newly purchased securities in your new UBS account?
    Or did you close an old brokerage account and transfer all securities to the new UBS account?
    In the latter case, how did you record the "Transfer shares between accounts" transactions?
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