You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
There can be cases, when Performance -> Calculation -> Calculation tab doesn't include a security in either "Capital Gains" or "Realized Capital Gains". This can be when e.g. when there's no quotes configured for security. Then current price == buy price, CG is 0, and the current filters in the code filter it out. Suggestion: avoid this and maintain invariant that a security appears in either "Capital Gains" or "Realized Capital Gains", or both. The reason is obvious: if PP randomly (to a user) drops securities from reporting, then how this reporting can be trusted?
Of course, such a behavior (or filtering out zero gains) can be a feature. For example, if one has thousands of assets, majority of which never appreciate, then not seeing them in a report may be beneficial. But such a rare, improbable case should be handled differently, e.g. by adding an explicit "Filter out zero gains" checkbox to settings for the tab.
The text was updated successfully, but these errors were encountered:
There can be cases, when Performance -> Calculation -> Calculation tab doesn't include a security in either "Capital Gains" or "Realized Capital Gains". This can be when e.g. when there's no quotes configured for security. Then current price == buy price, CG is 0, and the current filters in the code filter it out. Suggestion: avoid this and maintain invariant that a security appears in either "Capital Gains" or "Realized Capital Gains", or both. The reason is obvious: if PP randomly (to a user) drops securities from reporting, then how this reporting can be trusted?
Of course, such a behavior (or filtering out zero gains) can be a feature. For example, if one has thousands of assets, majority of which never appreciate, then not seeing them in a report may be beneficial. But such a rare, improbable case should be handled differently, e.g. by adding an explicit "Filter out zero gains" checkbox to settings for the tab.
The text was updated successfully, but these errors were encountered: