Resolving chart queries
If you’ve ever run a portfolio growth chart and the latest date isn’t the last close of business, there may be data missing. There are a variety of reasons as to why this might have happened, so here are a few tips to help you find what’s at the root of this:
Ensure your portfolio is using Morningstar pricing, if not click here to see how to update this
Check the Price Date of the holdings
View the individual security charts