Incorrect time weighted return and dividends for Portfolio Overview

Bug Reports
1

Hi Evan,

I noticed these bugs in my Portfolio Overview - https://stocks.cafe/personal/portfolio

  1. Incorrect time weighted return: Showing -99% instead of what it should be
  2. Dividends not recorded/tracked for my EUR investment. Not sure about the others but this one was very obvious because I only have 1 stock in it.

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2

Hi kpo,

Dividends not recorded/tracked for my EUR investment. Not sure about the others but this one was very obvious because I only have 1 stock in it.

It is likely caused by this setting → Message - StocksCafe
Please ensure that “Receive Dividends in SGD for all SGX-listed Stocks” is unchecked.

I will look into this more.

Cheers,
Evan

3

Hey Evan,

You are right. Everything looks good now including the second issue. You can close the bug ticket. Thanks!

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4

Hi kpo,

Thank you for the update.

The second issue is fixed because I updated the report. However, I believe the issue still remains. As in, once the report is “outdated” relative to latest EOD, the issue will surface again. A easy solution would be to simply update portfolio report again.

Meanwhile, I will keep the ticket open until I solve the underlying issue to prevent this from happening even when report is “outdated”.

Cheers,
Evan

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