Author Topic: Personal Capital Issue  (Read 1031 times)

ash7962

  • Bristles
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  • Age: 29
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Personal Capital Issue
« on: July 09, 2015, 03:22:53 PM »
Just curious if anyone else has this issue.. My 401k just did its yearly rebalance, and Personal Capital picked up the transactions and assigned all of them the action of "401k Contribution".  My portfolio's performance graph show that my 401k account is down almost 20% since the rebalance happened yesterday, and also lists a huge amount of positive cash flow.  I think what is happening is that Personal Capital thinks my rebalance buys were new contributions and the rebalance sells are either losses or are somehow negatively affecting my performance graph.  It really annoys me to see this 20% performance drop on my performance graph, so wondering if anyone else has had this issue?  Maybe I'm just misunderstanding that graph.  The graph/numbers showing investment balances have not dropped by 20% of my portfolio value...  Any ideas?

CongoKid

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Re: Personal Capital Issue
« Reply #1 on: July 10, 2015, 05:04:50 AM »
I have a similar issue.  For some reason, every time I make a 403b contribution, Personal Capital shows I'm making 30 deposits of $X, when I'm really only making 1 deposit of $X.  This really messes up the investment performance calculations.