Hi,
I noticed that PP mobile, in the Performance tab, does not handle the tax calculation well (at the security level) when a “tax refund” is present. I use this method to correctly record bond coupons (as described in PP’s documentation).
In the Desktop version, the calculation is correct (entire portfolio performance), i.e., the amount for the “tax refund” item is excluded from the tax calculation. Thank you!
I attach two screenshots. Do I miss something?
Hi,
I noticed that PP mobile, in the Performance tab, does not handle the tax calculation well (at the security level) when a “tax refund” is present. I use this method to correctly record bond coupons (as described in PP’s documentation).
In the Desktop version, the calculation is correct (entire portfolio performance), i.e., the amount for the “tax refund” item is excluded from the tax calculation. Thank you!
I attach two screenshots. Do I miss something?