Here is a suggestion for developers: the chart for stacked percentages in the asset class and asset allocation should not have it’s Y axis limited to 100%.
Problem: when using leverage (e.g. some account intendedly has a negative balance), the sofware does calculate that the sum of all classes is higher than 100%, but the Y axes is limited to 100% so it doesn’t show the data.
Cases:
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Negative balances is something rather frecquen when investing with a margin account, because investment total is higher than deposits.
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A different type of leverage are mortgages. I created an account for a mortgage outstanding balance, with a big withdrawal (leads to negative balance), with programmed “investment plan” (=debt service) and interest charges. This is leverage because I could use my investments not to borrow money, but I chose to borrow and keep investing. See example below.
a) See total % more than 100 marked green. The Y axis won’t show higher than 100%.
b) See negative balance for mortgage (or whatever trading margin account) in statement of assets.
Huge thanks to the developers and the community, fantastic piece of software.