Why "Value over time" spiked in 7/2022

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blambmn
blambmn Quicken Windows Subscription Member
edited November 2022 in Investing (Windows)
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.

Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    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.
    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    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.
    QWin Premier subscription
  • blambmn
    blambmn Quicken Windows Subscription Member
    :) Thanks for the help.
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    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 ...

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