Why doesn't ROI show up in 1 IRA but does in other 3?

Barbara O'Keeffe

So we have 4 IRAs and have them set up the same. When looking at Portfolio view, I can arrange columns to show ROI in 3 of them, in the 4th I can't. I have gone through the setup in each, it is exactly the same. ROI doesn't even show up as a possibility when looking at what can be selected.

jacobs

That sounds like you have the filter set to Portfolio Value, not Performance.

jacobs

Are these different 4 accounts? (As opposed to 4 securities in one account?)

Are you clicking on the account individually on the left sidebar, and in the Portfolio selecting the Performance filter? When you click on the Columns icon, you're saying the 5 ROI choices aren't in the list? What is in the list?

Barbara O'Keeffe

4 different accounts.

For the one that doesn't have ROI, it has a large number of Gain/Loss (1 month), Gain/Loss (1month %), Gain/Loss (3 months), etc. No ROI choices present.

jacobs

That sounds like you have the filter set to Portfolio Value, not Performance.

jacobs

Portfolio Value:



Performance:

Barbara O'Keeffe

Yes, that was the problem.