nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Portfolio missing Total for Price Day Change (%)

tgrantdavis

I want to see the percentage change of my portfolio for the day. The Total value for "Price Day Change (%)" is missing in the Portfolio.
Even if some values are missing, the approximate total should be shown, maybe grayed out or with an asterisk when it is not complete. Also, there are no sub-totals for many columns (ex. Gain/Loss, etc) when Group by Accounts (or any); all columns should have totals.

Find more posts tagged with

Investment Reports

Accepted answers

Sherlock

I suggest you add Day Gain/Loss(%) to your Portfolio view: select Customize

All comments

tgrantdavis

Oops, ignore the part about sub-totals. They are at the top of the sections.
This problem is about the missing total percentage change for the day.

Sherlock

I suggest you add Day Gain/Loss(%) to your Portfolio view: select Customize

Jim_Harman

I take it you mean the column is there but some or all of the data is blank.

If so, then this is a known bug. Try setting the As of date to the prior day and then back. to the problem date. Does that get it to display correctly?

Rocket J Squirrel

Jim_Harman said:

I take it you mean the column is there but some or all of the data is blank.

I don't think that's the issue. The issue is that "Price Day Change (%)" doesn't show a total at the bottom of the portfolio view. This makes sense. What @Sherlock was pointing out is that the "Day Gain/Loss (%)" column conveys much the same information and does have the total at the bottom.

tgrantdavis

(I just found this response. Somehow, there was no email notification of any of the responses in November.)
Thanks, Sherlock. Using Day Gain/Loss(%) solves my problem nicely. It is a bit obscure, but it makes sense once you find it.