Portfolio Data and Pricing
- How do you calculate performance?
- What happened during the Google Stock split?
- A stock split for one of my holdings is not being handled correctly
- Can I see options in my portfolio?
- Can I see preferred shares in my portfolio?
- Can I see municipal bonds in my portfolio?
- Why are my gains or total value showing incorrectly?
- Why is my performance chart incorrect?
- Why does the cost basis for some of my holdings display as NA?
- Why does my cost basis not update automatically?
- What third party data do we use?
- Why does the account total not display a gain or loss?
- Why do my mutual funds display 0.00% change?
- I'm seeing missing or incorrect data in my portfolio.
- I'm having trouble importing a brokerage account.