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Please note that if the total P/L in Group P/L chart is different from the Group P/L Details table, it could be because Group P/L Details table excluded portfolios that have been settled (Yearly Settlement function in Portfolio page) whereas not selecting any portfolios in Group P/L Chart will mean it will include all portfolios, regardless of whether they have been settled or not. Therefore, both total P/L will not balance as Group P/L Details table excludes portfolios that has been settled and Group P/L Chart includes all portfolios regardless of whether they have been settled or not. In this case, you may need to select the correct portfolio name etci n the Scope of Group P/L Chart in order for the total P/L to reflect accurately. Otherwise, user can select the same portfolios eg Default Portfolio in both apps to ensure the total P/L are the same.
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3. The Group P/L Chart will be plotted according to your settings. You may change the settings as necessary or create multiple charts to view the plots for different sets of data.
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