Number on left side under Investing is very different from tab at top

Mark Valpreda

If I look on the left side at the total for Investing - it shows one number - a number I believe to be correct based on statements from financial institutions. If I click on the top bag under Investing and look at my 'Portfolio Value vs. Cost Basis - All Securities' it is much lower.

Under Investing at the top I click on Portfolio and the total at the bottom matches the left side. Click on Net Worth at the bottom and everything looks correct.

It's just when I click on 'Portfolio Value vs. Cost Basis' that number in there is about 35% lower. I checked to make 'All accounts' and 'All Securities' is selected. I was just expecting that final portfolio value on the right side to be close to my investing account number.

Am I just reading this report wrong? Or not understanding how it is calculated?

Mark Valpreda

Interesting, I did a full screen graph of 'Portfolio Value vs. Cost Basis - All Securities' and the numbers are correct. I changed some dates under the investment tab and it recalculated and appears to be okay now. Not sure why I needed to change the date, but it does appear to be working.