Transfer Actions for ShortSell or CoverShort Calculating ROI% Incorrectly


We are working on resolving this issue.  The current work-around for investing accounts that are using a linked Cash account is:

  1. Enter the ShortSell and CoverShort transactions without the X (transfer-action), then
  2. Enter an XOut or XIn transfer Action for the final amount(s) to balance with the linked Cash account

This issue should not be experienced in an Investment account that handles cash transactions without linking.

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