Author Topic: Portfolio incorrect  (Read 1185 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.