Investment Chart Displays Sawtooth Pattern #2

rjdriscoll
rjdriscoll Quicken Mac Subscription Member ✭✭
in Investing (Mac)

I’m having the exact same problem @PhilP` posted about a couple months ago. Just showed up when I looked at my ADP 401k this AM, only in the 1 year graph. Think this is a more systemic problem than one account.

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Comments

  • James CA
    James CA Member ✭✭

    Did you have a stock split? This pattern looks similar to several other posts about incorrect portfolio value calculations after a stock split. Quicken Mac somehow incorrectly changes some pre-split prices to post split prices. Thus the portfolio value is incorrect for those days prior to the split when Quicken uses the post-split price to calculate portfolio value. This causes the graph to have the sawtooth problem reflecting the incorrect calculation of the portfolio value on multiple occasions.

  • rjdriscoll
    rjdriscoll Quicken Mac Subscription Member ✭✭

    I did have a 16:1 split in one of my mutual funds in October. So this Quicken Mac issue you describe could explain it. Thank you very much James!

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