Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
Why doesn't the total Gain/Loss YTD agree with the amounts shown on the Portfolio graph?
When viewing a portfolio, the total Gain/Loss YTD on a given date should be the difference between the portfolio value on that date and the portfolio value at the beginning of the year, but it is not. The total Gain/Loss YTD appears to be the sum of the gains and losses for the individual investments in the portfolio on that date. The latter method ignores investments that were held at the beginning of the year but have been sold as of the date entered.
This discussion has been closed.