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When entering custom data I cannot find a setting to enter a $$$ amount for each fund. It only wants to show %. That’s fine for messing around with a would be portfolio but not so quick for an existing one. Yes,,, I can have a total and do this division but I am lazy. Thanks in advance for your PV knowledge.
Thanks YBB. I keep a spreadsheet with % of portfolio for each fund so it’s easy enough to transfer that info. I thought I was missing something it on PV settings but I did discover how to clear the preloaded stuff.
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Broker sites may show %, or if the data can be downloaded into Excel, % can be calculated easily.