Have 3 issues with my numbers:
- The current P&L for SGD and USD are positive but SGD Total shows a very negative number (> - 20%).
- It also shows the Current cost is greater than my current value.
- the P&L numbers for my RDSB holdings doesn’t seem to make any sense.
Can you help me take a look at these please? Thank you!
Thank you for reaching out.
Current P&L in SGD Total is not Current P&L of SGD + USD converted to SGD directly.
Current P&L in SGD Total = Current Value in SGD - Current Cost in SGD
Usually, such cases is caused by a wrong FX entry in the transactions. In your case, I see that is likely due to your Apple Inc transaction -> https://stocks.cafe/personal/portfolio/transactions/toedit?transactionid=700897&token=bT6Wfv2aANjVm89baDQBoSNli774Pw72DQS0OhVVZG1QDvbUnj2RvQWE2Udw&page=1
Yes, this is caused by the wrong transaction stated above.
Tips: You can check out this page -> https://stocks.cafe/personal/portfolio/transactions?label_id=-1
It will have red * on the price for weird FX input. Also, there will be highlights in red for potentially incorrect inputs.
Same. This is caused by incorrect inputs
You have entered a GBX 17.1 as the buy price per share while the current price for this stock is GBX 1380.
Thanks Evan! I have made the changes and it looks fine now