If I change my file currency from CHF to USD sometimes the CHF values are only give as ‘CHF’ instead of ‘CHF x.xx’
Some of your transactions seem to be entered wrongly or incompletely.
my reply ‘No, I don’t think so.’ was specifically only to this remark of yours
Instead of digging into your bookings
I am willing to dig into my bookings further, just tell me exactly what you need
260716_Portfolio_IBKR.xml (8.6 MB)
Can you see the bug in this file?
I have no clue to be honest. It is quite puzzling.
Which version of PP are you using ? The last one is 0.86.1.
I don’t see it either.
Which OS are you running?
Version: 0.86.1 (July 2026)
Platform: win32, x86_64
Is the above example your whole file?
Have you tried reinstalling PP already?
Is your error log under help saying anything?
Tue Aug 04 22:45:12 CEST 2026
Negative holdings during FIFO cost calculation. Holdings: -99 Security: Tesla, Inc. (TSLA) Date: 11 Feb 2025, 15:35
Yes that is the whole file (including all transactions with the broker IBKR)
No. I thought I would try the ‘Help’ first …
Save your file, deinstall and reinstall PP.
Maybe an update caused your behavior.
During the examination of your transaction I got confused.
For instance. On October 3, 2024, you put cash on your account, followed by a transfer from your EUR account to your USD account. So far so good. On November 7th, you received interests, also ok.
But then you bought “Vorwerk” for 2.7K while there was no money on your account. Was this a debt from the broker?
I can’t even reproduce your issue.
Let’s summarize what we know.
- Your roughly 350 bookings are way below any limit.
- Deleting all but one month works as expected.
- On 2 different machines we can’t reproduce the behavior.
Just to double-check, we are talking about the earnings widget on a performance dashboard. Right?
Does changing column size change anything? How about changing the font size in PP? Does anything of this changes anything?
Have you tried to delete the widget and the dashboard? Have you tried to create a new dashboard with a new widget?
Well congrats.
Enjoy working with PP.
Thank you for the help and support!