Portfolio Value on Dashboard - graph does not change when selected accounts are changed

Question

I changed the Portfolio Value card on my dashboard to only show my retirement accounts.   The value total in the card title changed fine, but the graph still shows the value of ALL my accounts, not just the retirement accounts.    I assume this is a bug of some sort.  Anyone else have this problem?

NotACPA · Answer

You hadn't previously mentioned the Time period.  My graph is set at YTD, so I tried changing it to 90 days and 6 months.

I still  couldn't replicate what you're reporting.  The graphs of Investing vs. Retirement are similar at the  time periods you're using … but sufficiently different that I can easily identity the differences.

By any chance are your Investing and Retirement accounts invested similarly, so that the growth in one group would match (or almost match) the growth in the other group?  While I hold 1 security (former employer's stock) in both groups,  the other investments appear solely in the Retirement accounts.

Paul McMillin · Answer

Yes the change in value is significant.     I do not use the y axis at zero option, for the same reason as you.  Using same R55.26 latest build.   I can live with looking at 90 days instead of 6 months, but it is strange.

NotACPA · Answer

Nope, not seeing that.  My Line graph changed when I went from "Retirement" to "Investing" accounts.

It's kinda a small graph.  Is the value difference between your account types sufficiently significant (as is mine) that the change in the graph would be evident?

And, have you selected the "Y axis at Zero" option? On mine, that just causes an almost flat line to move up on the scale, but the shape of the line changes little … so I don't use that option.

I'm  running R55.26.