Personal Plus Portfo;io View

Personal Plus Portfolio view does not return any data when ROI (%) and/or Yield on Investment (%) columns are displayed. No matter what year range they just stay blank.

Cliffov2

220 Points

Posted 1 month ago

1 month ago

Andrew Christie

1,812 Points

Hi Cliff

I do receive figures for ROI(%) but not the other. Hopefully a more learned user can explain further. I see that another user has the same issue.

Let's hope you have a response
regards
Andrew

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1 month ago

Cliffov2

220 Points

Thanks Andrew. Which other user? These functions have never worked in 18 years of PP. Cliff

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2019-11-01T23:14:17+00:00

Andrew Christie

1,812 Points

Hi Cliff
Sorry I was checking the 'me too' above but I see the '1' refers to you :-(

I still hope you receive a definitive answer to your query

1 month ago

David Hunt

630 Points

There are a few fundamental data fields like Dividend, dividend yield, PEG Ratio etc. The are a hang over from the American application, and work only for US stocks (which I have a few of).

ROI(%) should be populated though for all of them, same with Annual Average Rate % should work. But they will only work if you have a sufficient time span. Click Options in the top right header and in the dialog box make sure the date is 'entire history' or a date a few years in the past to be meaningful.

D

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2 people like this

1 month ago

Cliffov2

220 Points

Thanks all. I live in the hope that this program sold for Australian use will be cleaned up to work properly with Australian investing practices. It wastes a huge amount of time trying to make features work when they are not meant to work properly in Australia. Can't US features be optional add-ons and a slimmed down program be the default?

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1 person likes this

1 month ago

AFX de Sousa

146 Points

Very sensible. Let's see if anyone listens.

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1 person likes this

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