First off, Happy New Year.
I am a first time user of PS and just set up the starting basis in the "src sheets". Basis is all my portfolio positions at the end of 2017 with the prices of the last trading day (12/29/2017). As far as I can tell everything worked ok, the holdings tab shows the entire listing of my positions with the correct values. As all the positions are just a kind of carry-over into this tool, I chose "SymbolTransferIn" as the TransType in the worksheet "scrTrans. These have been the only changes to the original srcTrans sheet (the first row is unchanged from the original PS file)
However, there is something strange in the Dashboard. The total value at the top is ok. The deposit is now as high as the total value and the resulting percentge is 200%.
What am I doing wrong here?
Thank you for your support.