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?
Desktop version (latest version. Linux)
Mobile version (latest version. IOS)
Hey @fabio85, thanks for bringing this up and sending those screenshots! I see the difference between the Desktop and Mobile versions. Can you tell me which version of the iOS mobile app you’re using? It might be a good idea to check if this problem still happens after the latest update. Have you checked any specific settings in the mobile app for tax calculations, or does it seem like the mobile version just works differently from the Desktop one? If it turns out to be a bug or something missing in the mobile app, let’s report it to the devs or through the official support channel.
Hi,
The mobile app version is 1.9.0 + 126
it sema a bug. I also report this bug to the official github
hi! any feedback? is the mobile app still supported? thanks
Thank you very much for the bug report. And particularly thank you for being so persistent in reporting and following up. I have to update my workflow to better watch the error reports on that repository as well.
The app is still supported. In the past months, I have been focusing more on the desktop application because this is where the most feedback is reported. I will try to shift some attention back to the mobile app. The subscription there allows me to do this whole development in the first place.
The bug you reported was due to the fact that tax refunds with an attached instrument were still reported as “Other” in the performance calculation. The correct thing is to count them with the security.
Will be fixed with the next version
