Investment Performance report issue

solarpreb's Avatar


23 Apr, 2024 11:51 PM

When I try to run the Investment Performance report for any period greater than one month the report doesn't generate and eventually I get the Mac spinning beach ball and the Activity Monitor shows Moneydance not responding and I have to force quit the app. I'm using MD version 2024.1 (5118).

  1. 1 Posted by Stuart Beesley ... on 24 Apr, 2024 06:52 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Presumably you have some securities (like) Apple with stock splits, where the buys and sells cross the split date? This might be a bug related to this scenario which causes an endless loop calculating the cost basis. The fix has been proposed and is awaiting IK.

    To prove. Restart. Click on each investment account, switch to portfolio screen. One by one. Does it hang on one of them?

  2. 2 Posted by solarpreb on 24 Apr, 2024 12:19 PM

    solarpreb's Avatar

    Yes that recreated the issue. It hung on Apple.


  3. 3 Posted by Stuart Beesley ... on 24 Apr, 2024 12:53 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Yup - you need MD2024.2(511?) which has not yet made it to alpha... So you will need to wait for the fix...

  4. 4 Posted by Stuart Beesley ... on 25 Apr, 2024 11:55 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    FYI - there is now an Alpha available (that fixes this endless loop issue with Apple / split stocks). WARNING. This is an Alpha - so pre-preview… BACKUP first and only use on test data.. If you don't want to test, then wait for the stable code version.....

    Let me know if a) the ‘hang’ has gone, and b) the results..

  5. 5 Posted by solarpreb on 27 May, 2024 11:11 PM

    solarpreb's Avatar

    Hi Stuart,

    I've finally got some bandwidth to look at this. Do you have a link for the alpha version I need?


  6. 6 Posted by dwg on 27 May, 2024 11:43 PM

    dwg's Avatar

    The latest Alpha can be found at:

    As Stuart said only use it with test data.

    Those of us that test the Alpha releases do it using virtual machines or even separate machines

  7. 7 Posted by solarpreb on 28 May, 2024 02:35 AM

    solarpreb's Avatar

    I tested out the Alpha version and the hang issue is gone. I was able to run an Investment Performance report, look at the Portfolio View tab and the Securities Detail tab for Apple and the application did not hang.

  8. 8 Posted by Stuart Beesley ... on 31 May, 2024 01:12 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    5130 is now PREVIEW status

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