Author Topic: Portfolio incorrect  (Read 1308 times)

Shi

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Portfolio incorrect
« on: July 06, 2018, 10:55:57 pm »
@Patrick, can you please check out my portfolio as it doesn't look like.

This is an example:

Cash on hand (including dividends): R712 186,23 (143.65% of portfolio)


I sold some shares at a loss and this could be the cause.




Patrick

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Re: Portfolio incorrect
« Reply #1 on: July 09, 2018, 08:18:20 am »
Hi Shi, how does it look now? You had a duplicate transaction which I rolled back.

Shi

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Re: Portfolio incorrect
« Reply #2 on: July 09, 2018, 10:29:41 am »
Looks much better, thanks.

Can you just clarify this (do you tax losses as well):
Tax on profit (reflected on leaderboard): -R60 624,36

Patrick

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Re: Portfolio incorrect
« Reply #3 on: July 09, 2018, 04:24:14 pm »
Yeah, the tax losses are applied, that's why your net worth is actually about R20k higher than it looks on your profile page. It was easier to code that way.

Shi

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Re: Portfolio incorrect
« Reply #4 on: August 15, 2019, 09:50:23 pm »
Hi there Patrick, can you check my last buy (DLT at 180) - weird as it was never at this price today (around 120).

Shi

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Re: Portfolio incorrect
« Reply #5 on: August 17, 2019, 04:41:49 am »
Hi there Patrick, can you check my last buy (DLT at 180) - weird as it was never at this price today (around 120).

The closing price on Friday was 116, yet it currently shows as 180 on here (current price in portfolio).


Shi

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Re: Portfolio incorrect
« Reply #6 on: August 17, 2019, 04:43:29 am »
Hi there Patrick, can you check my last buy (DLT at 180) - weird as it was never at this price today (around 120).

The closing price on Friday was 116, yet it currently shows as 180 on here (current price in portfolio).