Incorrect time weighted return and dividends for Portfolio Overview

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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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 -> https://stocks.cafe/user/toupdateportfoliopreferences
Please ensure that “Receive Dividends in SGD for all SGX-listed Stocks” is unchecked.

I will look into this more.

Cheers,
Evan

Hey Evan,

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

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 As in, once the report is “outdated” relative to latest EOD, the issue will surface again.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I will keep the ticket open until I solve the underlying issue to prevent this from happening even when report is “outdated”.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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