Profit% not calculating for 1st and 2nd year.

thparadox

My transactions start from 2013.
In my "holdings" tab:
1. there is nothing shown in 2013.
2. For 2014, all of the Profit and Capital gains Columns are calculated, but "profit%" is 0% and Annlzd RoR shows 1000%

BTW, portfolio slicer is excellent. Thanks!

VidasMatelis

1. Check psconfig.txt to make sure that min date is correct.
2. Check files in quotes and currExch folders to make sure you have data for 2013. If no, backup them, delete and rerun scripts.
3. In holdings tab change reporting currency to original and see if that changes anyting.

If no solution, send me workbook and content of psdata folder. My email is on contact us page.

thparadox

Thanks! #2 worked.