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Portfolio Visualizer expert?

edited September 4 in Other Investing
When entering custom data I cannot find a setting to enter a $$$ amount for each fund. It only wants to show %. That’s fine for messing around with a would be portfolio but not so quick for an existing one. Yes,,, I can have a total and do this division but I am lazy. Thanks in advance for your PV knowledge.

Comments

  • Unfortunately, only portfolio position % can be entered in Portfolio Visualizer (PV) and TestFol.

    Broker sites may show %, or if the data can be downloaded into Excel, % can be calculated easily.
  • Thanks YBB. I keep a spreadsheet with % of portfolio for each fund so it’s easy enough to transfer that info. I thought I was missing something it on PV settings but I did discover how to clear the preloaded stuff.
  • i haven't really touched it since they changed everything around. as far as i could remember you can only use %.
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