Growth of $10K Dashboard Report

QMHS

Growth of $10K Dashboard Report no longer displays the indexes as of 12/31/2023 they remain flat? It used to wok a few months ago, so this must be fairly new.

Thank you.

Chris_QPW

Check your security price history for those indexes. The plotting of the indexes is really no different from any other security, the price history has to have been updated properly.

QMHS

Thank you for the guidance. The security list which shows in the Portfolio screen does include all indexes…on that screen, while it shows daily performance and Avg Annual returns(YTD,1yr,3yr,5yr) it does not show YTD returns for indexes. I have looked at the securtity list under Tools menu, and all indexes are selected as well…so I am at a loss…

Chris_QPW

It isn't a matter of selecting the indexes, it is a matter of seeing if the indexes are actually getting their prices updated. Some of the portfolio fields aren't calculated they are downloaded information (that includes the Avg Annual returns).

Ctrl+Y → select one of the indexes. Is the price history right here in the graph?

If not, that is the problem, for some reason your index prices aren't downloading. Make sure that they are selected for downloading on the Security List window.

QMHS

Thank you Chris….I did check all settings, and you are correct…It seems to work now.

Many Thanks for your help.

Chris_QPW

Strange, maybe some kind of refresh problem. I'm glad it is working for you now though.