Hello,
I have just realized that the capital gain calculation (and also unrealized cap gain) gives the same result when selecting last 2 months or last 12 months. For most symbols in my portfolio, while i am sure i have the daily quotes loaded.
Is there a formula to adapt ?
unfortunately my file is too big i cannot load it but i have uploaded a screenshot
thx for your help
Roland
Comments
Did you purchase these symbols in the last 2 months? Do you have quotes for these symbols for more than last 2 months? If so, can you send me your workbook by email? My email is posted on this page: http://www.portfolioslicer.com/contact.html
thx for your feedback.
I did some further checks : i had a background filter on a portfolio which was misleading me. All ok now.
Thx again
Roland