Share price updates

lgbrad's Avatar

lgbrad

10 Jul, 2018 06:03 AM

Just recently, updating share prices in history does not change the listing or item value but it does change the graph.
This is just one example , other are the same.
Note graph shows the correct value of $134,000.
I am using Windows 10 with latest updates.

attached images.

  1. 1 Posted by derekkent23 on 10 Jul, 2018 07:18 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    To me it does not seem you are using Moneydance correctly to create and use investment accounts and enter securities.

    Take a look at this set of articles http://help.infinitekind.com/kb/investment-accounts

    On your first screen shot the background window on the left should show at least a purchase of SMA, number of shares and the price per share. The only events are two transactions, DivXfr being Dividends earned for a specific security and transferred to another account.

    This is reinforced by the fact that in the background window on the right shows “Shares: 0” and thus a “Current Value :0.00”
    It looks like you are entering the total value of your SMA holding into the history window rather than the value per share.

    As I say take a look at the articles.

    Hope this helps

  2. lgbrad closed this discussion on 11 Jul, 2018 10:22 AM.

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