portfolio question

Question

Using a .qif file I was able to import an invest account into a new qdatafile.

however in the new investing>portfolio view things such as roi, average annual return,

return % ytd, etc... show n/a

The holdings in question all are holdings over 1 year.

How can correct this?

Ps56k2 · Answer

of course it totally depends upon what was in your QIF file -

Did it have Buy, Sell, Div - info - or just a listing of your current holdings ?

q_lurker · Answer

ROI (return on investment) and Average Annual Return are computed off of your data. I would need more info about what transactions and prices are in your file before guessing about a N/A. Return % is based on your downloading quotes for securities with a valid ticker symbol.

NotACPA · Answer

You can't.  Those figures are downloaded from your brokerage.