Net Worth Summary Report

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Giedel
Giedel Member ✭
in Reports (Windows)
The net worth summary report does not match the values in the account bar on the left. Some prices of the securities for only certain accounts (only a few of the Schwab accounts) have erroneous values. The account bar on the left is correct and reconciles to the account info on Schwab.com. Please advise.

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    Exactly what report are you looking at? Is it the stock report at Reports > Net worth and Balances > Net Worth, or something else?
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