Cap Gain total should totla only open position if 'Show Closed Positions' is off. <!--- Tell us what should happen --> Cap Gain total alwasy totals closed position in the view <!--- Tell us what happens instead of the expected behavior --> ### Possible Solution <!--- Not obligatory, but suggest a fix/reason for the bug, --> ### Steps to Reproduce <!--- Provide a link to a live example, or an unambiguous set of steps to --> <!--- reproduce this bug. Include code to reproduce, if relevant --> 1. 2. 3. 4. ### Context (Environment) <!--- How has this issue affected you? What are you trying to accomplish? --> <!--- Providing context helps us come up with a solution that is most useful in the real world -->

When clicking on the value of the stock holding in the stock view the value, cost base and copst per share field dim to diagonal lines.

The return of capital feature seems to want an AUD figure and exchange rate.. Else where (Such as a buy) it wants a USD figure and an exchange rate .. Though both roads will get you want it would be nice to ask for data in a consistant approach.. I think the Buy entry is the consistant one.. Thanks Mike

### Expected Behavior Renaming a custom holding's symbol should not affect its asset value. ### Current Behavior I imported a csv file, and after successful import, renamed the holdings from APIR codes to more user-friendly names, eg. renaming "YOC0100AU.FundAU" to "Australian Unity Property Income Fund". This caused the asset values of all renamed holdings to become $0.00, even though the transaction and price history were still correct. ### Possible Solution <!--- Not obligatory, but suggest a fix/reason for the bug, --> ### Steps to Reproduce 1. Upload a csv of transaction data via Add investments>Import from broker/account>Upload your own spreadsheet>Custom investments 2. Rename one of the holdings 3. Holding value in portfolio screen will be displayed as $0.00 4. Renaming the holding back to its original name restores correct value. ### Context (Environment) I was trying to add a more user-friendly name to all my holdings.

### Expected Behavior Cash Accounts with Negative balances (equity loans) should display on the portfolio page and be taken into account fore the overall portfolio balance ### Current Behavior You have enabled cash accounts with negative balances for equity loans. Excellent! On the main portfolio screen however the balance displays as 0 rather than the actual negative amount (it displays correctly in the actual cash screen when editingthe account). This also affects the overall portfolio balance which is not taking the negative equity loan into account (as it is obviously adding zero balance rather than the negative amount) ### Possible Solution Display the negative balance for an equity loan account (cash account) on the portfolio page ### Steps to Reproduce 1.Create a cash account 2.Do withdrawals from the cash account leaving it in a negative state 3.Go to the main portfolio screen. Balance displays as 0 and therefore the overall portfoliobalance is misleading. 4. ### Context (Environment) <!--- How has this issue affected you? What are you trying to accomplish? --> <!--- Providing context helps us come up with a solution that is most useful in the real world -->

### Expected Behavior <!--- Tell us what should happen --> ### Current Behavior <!--- Tell us what happens instead of the expected behavior --> ### Possible Solution <!--- Not obligatory, but suggest a fix/reason for the bug, --> ### Steps to Reproduce <!--- Provide a link to a live example, or an unambiguous set of steps to --> <!--- reproduce this bug. Include code to reproduce, if relevant --> 1. 2. 3. 4. ### Context (Environment) <!--- How has this issue affected you? What are you trying to accomplish? --> <!--- Providing context helps us come up with a solution that is most useful in the real world -->

### Expected Behavior Value column total to be net of all money recieved/spent, including returns of capital. ### Current Behavior I might be confused but I believe that Return of Capital events are incorrectly signed in the calculation of the total at the bottom. ### Possible Solution <!--- Not obligatory, but suggest a fix/reason for the bug, --> ### Steps to Reproduce See screenshot – if I pay $1009, receive $1526 for a sale, and am returned $69 of capital then the net result is -$586 not the displayed -$448. ### Context (Environment) <!--- How has this issue affected you? What are you trying to accomplish? --> <!--- Providing context helps us come up with a solution that is most useful in the real world -->

### Expected Behavior On the portfolio settings screen, when the user changes the Trades or Payouts selection from an existing account to a different account, the previously sync'd transactions should 'move' from one cash account to the other. ### Current Behavior Nothing happens even when going into either old or new cash account and selecting the sync date again on Manage Sync Automation. The only thing that 'works' is selecting an earlier sync date - the new account then gets transactions up to the previously selected date. ### Possible Solution If it is 'too hard' to allow the user to reallocate cash accounts to sync - disable the drop-down box after the first selection.

### Expected Behavior. If the user decides they don't want sync to go so far back, they should be able to choose a later date. ### Current Behavior When an existing sync is already configured, changing to a later date in the Manage Sync Automation box does not remove transactions prior to the later date. They cannot even be manually removed as they link to real trade/dividend data.

### Expected Behavior The All Trades report lists buys and sells of shares (& crypto if that is your bag) ### Current Behavior The All Trades report lists buys and sells of shares AND Cash Account transactions. Perhaps there is a case to argue for the buying and selling funds to appear (although I would prefer not) but certainly not the dividends.