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Why "Value over time" spiked in 7/2022

blambmn

In Quicken INVESTIN/Dashboard tab, my "Value over Time" bar chart shows a $310,000 spike in value. 6/2022 is $680,000 and 8/2022 is $710,000. I know I adjusted the cash value of some things to Investing would show a somewhat accurate total value, but I must have done something wrong to cause the spike. How can I see the details behind this spike in the chart so I can repair the problem.

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Accepted answers

Jim_Harman

You could look at an Investing > Portfolio view and group by Account to see the holdings and and account balances. Adjust the As of date to see when the amounts change.

All comments

Jim_Harman

You could look at an Investing > Portfolio view and group by Account to see the holdings and and account balances. Adjust the As of date to see when the amounts change.

blambmn

:) Thanks for the help.

UKR

blambmn said:

Thanks for the help.

Did you find out what the problem really was?
I would have guessed at a Stock Split that was set for a certain date, but the downloaded Price History was incorrectly recalculated to account for the split a few days early ... here comes your spike ... and back to normal a few days later ...