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Dashboard - Portfolio Value doesn't match graph

toddlawyer@

I changed a couple of savings accounts to Investment (using Account Intent under Account Details). The Portfolio Value card displays the correct amount, but the graph does not include these accounts. I have tried clicking on "All Accounts" and Custom without luck.

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Chris_QPW

Unfortunately, the new Dashboard cards don't look at the "intent" of the accounts only the account type, and as such don't include savings accounts in them when investments are shown.

I would report this as a bug using: Help -> Report a problem

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