Unable To Create New Portfolio With Just Custom Asset Type

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I tried creating a new portfolio with just custom assets but the dashboard kept reflecting dummy data.

As a workaround, I added a stock/ETF asset and made its value close to zero then moved it to empty allocation. Thereafter, the dashboard reflects the amount correctly but the percentage-related data is off i.e based on whichever stock/ETF asset was selected.

I want to be able to successfully save new portfolios without having to do this workaround.

1 Votes

Comments

  • rob Oct 12, 2024 11:39

    Hi!

    Thanks for the great suggestion – smart workaround! 😄
    We've fixed the issue, and you should now be able to load the portfolio with custom asset types only.

    We're also working on improving the charts so they can account for custom historical data when provided.

    Cheers!
    Rob

  • shanice Oct 13, 2024 01:30

    Hi Rob,

    Haha, you are most welcome! 😁

    It works now without requiring any workarounds, thank you! 🥳

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