multifol-io / site

project home for https://multifol.io/ -- tools to plan Annual Savings and Track your Portfolio
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Fixed assets are mistakenly calcuated to 0% #287

Closed rrelyea closed 5 months ago

rrelyea commented 5 months ago

For Holdings where the Asset Type is "StocksAndBonds_ETF" or "StocksAndBonds_Fund", the portfolio tracker tries to make sure that you have allocated ~100% to US Stock, International Stock, US Bonds, International Bonds, and Cash. If you don't have ~100% allocated, when you view in either Portfolio/Accounts or Edit Accounts/Holding, it will put a red ^ after the ticker symbol. Clicking on the symbol will eventually bring you to the Editor, with a legend saying: "^ - Stock and Bond fund components don't total 100%. Please edit."

It looks like that is all good. However, if you leave any of those boxes as blank right now, then you have a 0% fixed assets calculation, mistakenly. Workaround for now: don't leave any of those 5 boxes blank...put 0 in for now.

Will investigate real fix soon.