Hi Gang, Beware of TDAmeritrade's web display of your portfolio. I noticed a problem with the various figures not matching up with each other back in January and collected data for a bit over a month and submitted it to them and got back a bunch of b$%* s^&# excuses and they said they'd fix it. Well time went by and no fixes yet on one account, the others are mostly correct. Except a new error started last week on one of the accounts, trivial, less than a dollar, but the error is on only one of the accounts. They told me it was a "known problem." However that error is not on the other accounts.
Well, I created a more comprehensive spreadsheet for the account with the big problems and the displayed numbers for day gain, the upper left and the lower right just don't match the listed portfolio or stock change. They keep giving me the runaround about it and no fix. But the other accounts are just fine, for the most part.
If the errors were just rounding errors that'd be fine but, typically it is from about $500 to a $1,000. Some days only a few dollars but almost always over $100. And there has been no trading on that account so it can't be an error there.
Anyway, keep an eye out for these issues.
Now, another observation. Over the last month the one I've been tracking has ranged from 99.96% of the previous day's value, up to 100.55%, back down to 98.91% and now 99.98%. This includes a couple of small dividends, .0009% in one case and .0006% in the other, not enough to really matter.
I'm going to keep up the daily listing, particularly the % change in the portfolio value. Looking back it seems like this might be indicative of market top. If I have time I'll go back, using the same positions and see what the results might have been in late 2007, just before the market crash and see if the results are similar. I'll use a bit broader base, weekly rather than daily and see what happens.
Best,
Allen
