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hengfu
Advanced Member


UNITED STATES
Joined: May 10, 2006
Posts: 99
Status: Offline

Wrong port chart and stats, and how to correct them? Reply to this Post
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Hi, Marco:

Is there anyway to recalculate the chart and "Quick Stats" in the portfolio "Summary" page?

One of my ports shows a sudden 12.5% DD spike on Monday, which did not happen.

The name of the port is "bm 08 stocks 1500k" and portid is 345037.

Thanks.

Hengfu
[May 15, 2008 10:25:41 AM] Show Post Printable Version     [Link] Report threaten post: please login first  Go to top 
marco


UNITED STATES
Joined: Jan 1, 1970
Posts: 3982
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Re: Wrong port chart and stats, and how to correct them? Reply to this Post
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Tried a quick rebuild but didn't work. I'll look into more tomorrow.
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Portfolio123 Staff
[May 15, 2008 7:16:50 PM] Show Post Printable Version     [Link] Report threaten post: please login first  Go to top 
hengfu
Advanced Member


UNITED STATES
Joined: May 10, 2006
Posts: 99
Status: Offline

Re: Wrong port chart and stats, and how to correct them? Reply to this Post
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Hi, Marco:

Is it possible to have a fix for it?

Thanks.

Hengfu
[May 22, 2008 12:28:20 PM] Show Post Printable Version     [Link] Report threaten post: please login first  Go to top 
marco


UNITED STATES
Joined: Jan 1, 1970
Posts: 3982
Status: Offline

Re: Wrong port chart and stats, and how to correct them? Reply to this Post
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Hengfu,

Looks like something happened when you entered the cash withdrawal transaction on 5/12/08. It has a missing part and I'm not sure how it happened. Did you enter it, then modify it? Once deleted I was able to rebuild the portfolio stats, but now your port has extra cash. I forgot to write down the exact amount of the withdrawal. Can you try to re-enter it?
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Portfolio123 Staff
[May 26, 2008 11:44:35 AM] Show Post Printable Version     [Link] Report threaten post: please login first  Go to top 
hengfu
Advanced Member


UNITED STATES
Joined: May 10, 2006
Posts: 99
Status: Offline

Re: Wrong port chart and stats, and how to correct them? Reply to this Post
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I did not enter cash withdrawal on 5/12/2008. That was the time p123 had on-going server problems, and I was trying to rebalance the port manually then the server went down.

Now the port looks correct, and I can take care the extra unallocated cash.

Thanks a lot, Marco.

Hengfu
[May 26, 2008 1:40:01 PM] Show Post Printable Version     [Link] Report threaten post: please login first  Go to top 
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