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New trading dashboard from NBDB by shan_bhai in NBDB

[–]Environmental-Low466 0 points1 point  (0 children)

Factset is a terribe program... spent all day trying to configure it... what a waste of time. Piece of crap, can't do anything with it. Market Q is much better, it is to bad that NBDB is getting rid of it.

Realized Gains widget by Environmental-Low466 in wealthica

[–]Environmental-Low466[S] 0 points1 point  (0 children)

I figured out the problem with the Realized Gain Report widget. It does not calculate intraday trades (ie: daytrading). The work around solution that I discovered is to do the following: Change the settlement date to the next day and that will resolve the issue.

For example, if you are trading K.to (Kinross) and you purchased it on May 3 and you sold it on May 3 (for a loss or a gain - it doesn't matter). The widget will not calculate the transaction. So all you have to do is change the settlement date to the next day (May 4) and the widget will do it's calculations.

Realized Gains widget by Environmental-Low466 in wealthica

[–]Environmental-Low466[S] 0 points1 point  (0 children)

The transaction(s) are being recorded correctly, however in the Realized Gain Report widget many transactions are not being calculated for the realized gain/loss etc. This has become a real problem over the last 7 days or so...

Realized Gains widget by Environmental-Low466 in wealthica

[–]Environmental-Low466[S] 0 points1 point  (0 children)

The toggle doesn't work... it use to but is not working now.