[P/L Addon] Difference between Portfolio difference and deposit

[ultimosparc]

Hi there,
I am using your add-on and the the thing is there is confusing display of the current values. This bug is really confusing.
Actual: In the first days after my monthly deposit there is difference between portfolio value and deposit value. After 2 or 3 days the portfolio value is updated and the displayed diagram is up-to-date.
Expected: After my monthly deposit the portfolio value is equal to deposit value right away.

[mani-coder]

Oh yeah, this is weird. The portfolio values are stored on the wealthica side and the values get updated on a daily basis when they sync. The deposit amount is computed based on the transactions and transactions always represent the accurate date.

Whenever this happens, I manually edit the deposit transaction date by 1 to match with the portfolio value sync.

I am not sure how I can detect this anomaly automatically in code 🤔

[ultimosparc]

Hi there is also an issue with the P&L % Change Over Multiple Time Periods chart.

Deposits Vs Portfolio Value Timeline chart is now correct after the synchronization.

However, the P&L % Change Over Multiple Time Periods chart is not up-to-date, check the last bar. It supposed to be green not red since all transactions are tracked correctly by wealthica on the daily base.

Expected: Deposits Vs Portfolio Value Timeline chart and P&L % Change Over Multiple Time Periods chart will be updated at the same time.

Actual: Deposits Vs Portfolio Value Timeline chart is up-to-date, P&L % Change Over Multiple Time Periods chart is not up-to-date