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QWin 2017: Investment shows up 4 Months later in report

unknown

QWin Premier 2017 Portfolio Value vs. Cost Basis Report One investment (X) fails to show up in graph for 4 Months. Bought in May/17 (shows in account transactions) but doesn't appear in graph till September/17. Report shows "Cost Basis" value but not Balance value until September. Compared entries in account & all (9) investments are entered the same but (X) comes late to the game.

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q_lurker

Do you have valid (non-zero) prices for X between May and September?

Do values show for those intermediate dates in a Portfolio View (Ctrl-U)?

unknown

Do you have valid (non-zero) prices for X between May and September?

Do values show for those intermediate dates in a Portfolio View (Ctrl-U)?

That did the trick. Followed the instructions for downloading historical prices & now the report is correct. Thanks very much.