To calculate stocks portfolio yield dynamic I need to calculate my [Potfolio Total Value] for allselected stocks by date
I've made next measures:
[dev Portfolio Current Value] code:
dev Portfolio Current Value =
VAR d = MAX('calendar'[Date])
[Asset Current Value]
'calendar'[Date] <= d
I expect to recive [dev Portfolio Current Value] = 206 359,50 at 16.11.2018 (16th November 2018)But I've got 222 559,50 because [Asset Current Price] = 193,53 both for Apple and Facebook
How could I fix my formulas to sum [amount]*[price] for each asset-id per day
PBI Project Here
Go to Solution.
Change it as follows.
VALUES ( company[ticker] )
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