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    • in reports portfolio value over time is incorrect

    Quicken Windows Subscription Member ✭✭
    edited March 11 in Reports (Windows)

    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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    Comments

    • Quicken Windows Subscription SuperUser ✭✭✭✭✭

      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.

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