Cannot see totals at the bottom

[mteverest]

Hi there,

For some reason, I can no longer see the totals at the bottom for one of my portfolios. I just see a bunch of NA's. What may have caused this and how do I bring back the numbers?

Thanks,
mt

[Mark]

Hi mt,

It is most likely due to a mixing of currencies. If your portfolio has investments in different currencies, and they're being displayed non-exchanged, then the portfolio will display N/A. You can't add different currencies by default.

You can get totals again by turning on "View / Exchange Rate Adjusted", which will cause everything to be displayed in your default currency.

There are more details available in this FAQ:

https://www.fundmanagersoftware.com/faq ... encies.php

[mteverest]

Thank you, Mark. You were right. The last couple of investments I added had USD as their currency. Not sure why I started doing that when the rest had the $ sign. Which currency is the $ sign, btw?

Thanks,
mt

[Mark]

Hi mt,

Glad that helped fix the problem. You have complete control over the symbols displayed and available for your currencies. See "Options / Currency Settings...". The $ sign is the default symbol for the default currency, but you can change it to whatever you prefer. I believe it is most commonly used for the US dollar.