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in reports portfolio value over time is incorrect

john p1

I using windows 10 and the latest version of quicken.

When i run a report for account balances for 12 months, some investments show a 0 balance until the last 2 months. I have checked the registers and they show the balances correctly. The "portfolio value card" on the home screen is also not calculating those same investments.

Is anyone else seeing this.

John

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Investment Reports

Comments

UKR

The first thing I'd take a look at would be the Price History for the securities in question. There may be $0.00 prices on record. There also may be incorrect prices downloaded from the servers, due to incorrect ticker symbols. Correct the bad prices or delete the bad records.
Also check if these securities had a Stock Split during the time in question. Split-adjusted prices may have been recorded incorrectly, early or late. Delete bad prices from the history.