Have Portfolio view show current price

Jeffrey Bastow's Avatar

Jeffrey Bastow

20 Aug, 2018 05:49 AM

I have an investment in my retirement portfolio that I haven't purchased any more shares in since 2014. I went into the history of the investment and added a new price using yesterday's date. When I look at the Portfolio view, it still shows the price of the investment as the last purchase price instead of the current price. Is there any way to change that?

  1. 1 Posted by dwg on 20 Aug, 2018 06:07 AM

    dwg's Avatar

    I.m a fellow user.

    When you enter a new price the software does not automatically assign it as the current price. If you are using the Security History window you should see a separate field for the current price, you need to put the new price in this field and save it.

    Working with the History window is not the best way of manually entering prices, the security price entry extension is much more useful and friendly.

  2. System closed this discussion on 19 Nov, 2018 06:10 AM.

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