TWR and XIRR data is off

Hi Evan,

Under my Report page, the TWR and XIRR data for two of my portfolios (KL, HJ) for the years 2020 and 2022 are way too off. I checked the transactions under these 2 portfolios and they are ok, so am suspecting it could be a bug. Could I seek your assistance please? Thanks!

Best regards,
Kee Liang

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Hi Evan,

I tried to diagnose the problem and it seemed to have to do with the value of my portfolio in from 2020 onwards. When I checked the buy and sell transactions in these years, there is nothing wrong, but the overall value is way off. Hope this helps and appreciate your assistance to troubleshoot. Thanks!

Hi there,

Sorry for the slow response. Been busy lately. I am taking a look at it now and yes, it seems weird.

Will update again after more investigation.

Thanks,
Evan

Hi there,

I checked. It is caused by two erroneous EOD data from LSE stocks that you held.

The GBX vs GBP issue. I have fixed them for now and should be fine now.

I will next set up cron jobs to proactively detect and remove such errors going forward.

Thanks,
Evan