Hi Evan ,
I migrated the other assets to the portfolio , its successful though it’s not very smooth .
I have assets like cash , real estate etc and created custom symbols .
However, not the issue is -
- I dont see a place to update the most recent value of the asset (it use to be there in the older version) to understand P/L eg for physical assets.
- I can edit the txn to update the most recent value of the asset, however in the back end it stores some value of the asset and given some random PnL number
Let me know how to fix the same