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FT.COm Portfolio Conundrum
Axel
Posts: 158 Forumite
Can anyone explain what I am doing wrong with the FT portfolio tool. I had the same problem with the Investors Chronical and Thisismoney portfolios, which I think are the same engine, so I abandoned these.
Example:
Share BG: Entered 312 shares at £12.35 bought 12 January 2010. My total cost is £3,853.20.
Today's price is £11.62 = £3,625.44 which is a loss of £227.76.
Portfolio shows Current Value £3,595.28, Gain £3,556.75 and percentage gain +9,230.64%.
None of these numbers make any sense to me. There is nothing else you can enter except the number of shares, price you paid and the date.
I think I must be doing something wrong, but I do not know what. I would appreciate it if someone can explain, or test an entry and see what results they get. It appears to be a brilliant tool but the numbers are nonsense.
Axel
Example:
Share BG: Entered 312 shares at £12.35 bought 12 January 2010. My total cost is £3,853.20.
Today's price is £11.62 = £3,625.44 which is a loss of £227.76.
Portfolio shows Current Value £3,595.28, Gain £3,556.75 and percentage gain +9,230.64%.
None of these numbers make any sense to me. There is nothing else you can enter except the number of shares, price you paid and the date.
I think I must be doing something wrong, but I do not know what. I would appreciate it if someone can explain, or test an entry and see what results they get. It appears to be a brilliant tool but the numbers are nonsense.
Axel
0
Comments
-
Decimal point in the wrong place when entering the price? The difference in the two amounts is equal to having bought the shares at 0.1235.
ETA - you need to enter the purchase price in pence, so 312 shares at 1235.00.0
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