Mismatch between transactions and portfolio overview

Bug Reports
1

Hi Evan, I added 3 buys which show up in Transactions, but the total cost isnt updated accordingly in the Portfolio Overview. Is there a problem? Thanks

2

Hi there,

Are you referring to Mobile or Desktop? I just checked that Current Cost would change in both after adding (or removing) transactions.

Do note that for Mobile, you would have to refresh for it to show latest.

3

Hi, on desktop. I re-entered all the transactions on desktop. This is for the ticker CSPX. The no. of shares is accurate in the Portfolio Overview. The average cost in each transaction, as shown under Transactions is also accurate. But the average cost, in the Portfolio Overview, doesnt match with the Transactions view and is much lower than what it should be and so the total cost is much lower. There is a problem clearly. Pls look into this and let me know. I can get into exact details on a private chat, if that will help. Thank you

4

Hi there,

It is likely due to how you think about average cost/price differs from how we are doing it at StocksCafe. Please check out this article → https://stockscafe.academy/knowledge-base/how-to-calculate-average-share-price/

Also, I have sent you a private message to explain how your current average price for CSPX is arrived.

Cheers,
Evan