MD2024.3 (5213) Net Worth Graph axis incorrect
I have some memorised Net Worth Graphs that were working fine until I installed the latest preview version yesterday.
The graphs are still drawn correctly but the range axis values are completely wrong.
If I create a new graph of only bank accounts, the graph axis values are correct, but if I select an investment account the values are wrong.
In some cases i'm getting negative values on the range axis when the actual value is several hundred thousand pounds.
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1 Posted by Stuart Beesley ... on Jan 28, 2025 @ 05:15 PM
FYI - Net Worth (NW) has been fixed/aligned across all calculations, but there are a few things to be aware of..
1/ old NW excluded inactive accounts.. New NW does not (as this would cause problems when graphing history on inactive accounts).
2/ new NW now has a setting where you can properly exclude accounts from net worth. Access via tools/accounts/edit. Deselect the include in net worth flag.
3/ the graph/report/summary screen widget/toolbar mini graph all have an option to include all accounts (and override the new flag).
4/ the widget and min I graph have a little up.down arrow popup menu where you can configure the calculations (to include future balance, and also to include all accounts).
Other than the above, I don't think the HW graph changed much... So, is the issue related to inactive accounts (that are now included)? Could you have had inactive security accounts with balances?
If you run net worth report for the same accounts and date do you get the same value as that date point on the graph?
2 Posted by IanR on Jan 28, 2025 @ 05:54 PM
The graph is being drawn correctly, as-in the points correctly represent the values relative to each other (so the line is correct) but the range axis values are not.
As I said before it works fine for graphing bank accounts (1 or more).
For investments, I've tested selecting each security in turn within an investment account and they are graphed correctly with correct range axis values. If I select all the securities in an investment account by selecting them individually but don't select the top-level investment account itself, the graph and axis values are correct except that any cash in the inv account is omitted.
But if I select just an investment account (and therefore all the securities within it), the graph is correct ( because the cash is included) but the range values are incorrect.
I would post some screenshots but i would need to sanitise my accounts etc so not straightforward
3 Posted by IanR on Jan 28, 2025 @ 06:29 PM
OK, i've included some screenshots for my ISA account, value today £301k including £15k cash:
1 - Net Worth graph selection options - selected Investment Account at top-level which selected all securities within it (as per my memorised graph)
2 - output - line correct, range axis values completely wrong
3 - Net Worth graph selection options - selected all securities w/out top-level Inv Acc
2 - output - line correct, range axis values correct but graph doesn't include the cash in the inv Acc. I sold something yesterday hence a bigger fall shown in the graph vs #3 - deepseek-induced panic and conversion of security to cash (which has been omitted).
4 Posted by Stuart Beesley ... on Jan 28, 2025 @ 06:39 PM
Can you confirm 100% that this issue is new with 2024.3(5213), or did it exist in 2024.2 backwards?
5 Posted by IanR on Jan 28, 2025 @ 06:41 PM
Yes, this is a new issue since i installed the new version 5213 yesterday. The graphs were fine up until then.
6 Posted by Stuart Beesley ... on Jan 28, 2025 @ 06:46 PM
So, I've looked at your screenshots... That's odd... So to confirm... I think you are saying that everything is 100% correct, the graph, the plot points, the values; with the exception that the left hand graph value y axis labels are completely wrong... yes?
7 Posted by Stuart Beesley ... on Jan 28, 2025 @ 07:05 PM
That's very odd.. I cannot reproduce.. Does it happen on all your investment accounts - or just this one? I just created a test data set and there is no issue with that....
8 Posted by IanR on Jan 28, 2025 @ 07:09 PM
I have 2 investment accounts and the issue occurs with both, individually and combined.
Yes in my screenshots #2 has correct line but the range values are incorrect.
In screenshot #4, the line & range values are correct but investment account cash is excluded.
9 Posted by Stuart Beesley ... on Jan 28, 2025 @ 07:11 PM
I'm wondering if it's something to do with the actual graphing jar instead... If you right click the value axis and go into properties, I'm interested what Range Axis says for min/max range on both the right and wrong graphs?
10 Posted by Stuart Beesley ... on Jan 28, 2025 @ 07:18 PM
so is the hover tooltip value wrong too?
Can you do this... help/console.. click the bottom (...), tick net worth debugging...
Now rerun the graph the two different ways.... (perhaps for only the last 30 days).
Then go back to console... you will see graph debugging values for the plot points... Are the values the same in both, or is one set wrong here too?
11 Posted by IanR on Jan 28, 2025 @ 07:49 PM
the console outputs are attached - the values listed match those on the graph (and the hover tooltip). These were taken on another machine with a synced copy, also running the new version.
in the first graph the line is correct so the values are clearly being determined correctly initially but are all being transformed by some common value to the values used by the graph (as the graph line is correct).
in the second graph the values are correct on the axis and are not being transformed.
12 Posted by Stuart Beesley ... on Jan 28, 2025 @ 08:02 PM
What happens if you just select the investment account and no securities (ie just the cash balance)?
13 Posted by Stuart Beesley ... on Jan 28, 2025 @ 08:12 PM
and further questions:
What happens if you just select the investment account and no securities (ie just the cash balance)?
What happens if you just select one security and just the investment account?
Are you sure that there are no inactive securities within the investment account (that possibly still have a value / loss), that are being selected?
14 Posted by Stuart Beesley ... on Jan 28, 2025 @ 08:51 PM
4. What does the NW report say for these same scenarios on the same datapoints? The correct total value, or the incorrect one?
15 Posted by IanR on Jan 28, 2025 @ 08:59 PM
OK, allow me to reply before you post another question as twice now I have replied to you but the post has disappeared as you have sent another question.
in response to #13 above
1 - screenshots of inv acc and inv acc detail attached. the inv acc was created with initial value of £22k which may be the amount being deducted in the incorrect graph.
2 - graph combines values shown below + selected security
3 - yes
NW report is correct. cannot select individual securities within an inv account without the top-level inv account
16 Posted by Stuart Beesley ... on Jan 28, 2025 @ 09:14 PM
So the investment account was created with an opening balance adjustment (ie no transaction)? That might be a clue. But your difference is not £22k - correct?
Are you able to create a test dataset and reproduce the issue?
17 Posted by Stuart Beesley ... on Jan 28, 2025 @ 09:18 PM
Out of curiosity can you run the latest toolbox. Account menu. Validate Account 'start dates'... (based upon earliest transaction date).
18 Posted by IanR on Jan 28, 2025 @ 10:07 PM
sorry mistype (as it was the 3rd time I wrote that post) - initial value was £220k, which seems to be the difference between real value (£300k) and value on graph (£80k)
i kept the previous version of MD (5172) and just opened the same graph for same datafile and it displays correctly:

19 Posted by IanR on Jan 28, 2025 @ 10:46 PM
I've found that the difference in the range axis values is the investment Account opening balance:
v5172 value displayed on graph for ISA today = 303398.91
v5213 value displayed on graph for ISA today = 82623.48
difference = 220775.43
investment Account opening balance = 220775.43
so v5213 is incorrectly subtracting the opening balance from the account values in the network worth graph
20 Posted by dtd on Jan 28, 2025 @ 11:02 PM
@IanR - I think your message 19 is onto something. I've checked a single cash account for "net worth" and its graphed balance is off by its initial balance. I'll verify your message with Stuart if he hasn't gone to bed yet.... (UK time)
21 Posted by Stuart Beesley ... on Jan 28, 2025 @ 11:03 PM
Thanks.. I've literally and in parallel just homed in on that too.... checking further...
22 Posted by dwg on Jan 28, 2025 @ 11:22 PM
I gave Stuart a test account set that is showing the problem with the graph.
23 Posted by dwg on Jan 28, 2025 @ 11:27 PM
I think we looked at every Net Worth report and widget but never the graph.
24 Posted by Stuart Beesley ... on Jan 28, 2025 @ 11:41 PM
Confirmed.. Found the issue (Start Balances).. and have reported the problem/suggested fix to IK...
25 Posted by Stuart Beesley ... on Jan 29, 2025 @ 08:25 AM
I understand the code fix for this has been applied and is ready for whenever the next build is produced.
26 Posted by IanR on Jan 29, 2025 @ 11:29 AM
great, thanks all.
Support Staff 27 Posted by Maddy on Jan 29, 2025 @ 02:41 PM
Hi Ian,
We are sorry to hear about the problem you have encountered.
This is to confirm that I've flagged your discussion on this public thread and we will notify you when the fix is available.
Thank you for letting us know!
--
Maddy, Infinite Kind Support
System closed this discussion on Apr 30, 2025 @ 02:50 PM.