> ## Documentation Index
> Fetch the complete documentation index at: https://support.rallies.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio Troubleshooting

> Fix common issues with your Rallies portfolio, including syncing problems and data discrepancies.

# Portfolio Troubleshooting

Having issues with your portfolio? Find solutions to common problems here.

## Common Issues

### Holdings Not Showing

**If you just connected:**

* Wait a few minutes for initial sync
* Refresh the page
* Check if connection shows as "Connected" in settings

**If it was working before:**

1. Check if your brokerage connection is still active
2. Try reconnecting the account
3. Verify the holdings exist in your actual brokerage account

### Wrong Share Count

**For connected accounts:**

* Data comes from your brokerage—check if it's correct there
* Wait for next sync (or force sync if available)
* Reconnect if sync isn't picking up changes

**For manual entries:**

* Edit the holding and update the share count
* Make sure you're accounting for any splits

### Incorrect Prices

**Price showing wrong:**

* Real-time prices require Pro subscription
* Free tier has 15-minute delayed prices
* After-hours prices may differ from your brokerage's display

**Price not updating:**

* Check if it's outside market hours
* Refresh the page
* Some securities (OTC, foreign) update less frequently

### Missing Cost Basis

**Why it might be missing:**

* Not all brokerages provide cost basis
* Positions transferred from another broker may lack cost data
* Some security types don't have cost basis

**To fix:**

* Add cost basis manually (if option available)
* Check if your brokerage has this data
* Enter it as a manual holding with cost info

### Performance Looks Wrong

**Check these factors:**

1. **Time period** - Are you looking at the right date range?
2. **Cost basis** - Is it accurate?
3. **Dividends** - Are they included in your calculation?
4. **Deposits/Withdrawals** - These affect total return calculations

### Account Shows "Disconnected"

1. Your brokerage password may have changed
2. Session may have expired
3. Brokerage may have security updates

**To fix:**

* Click "Reconnect" and re-enter credentials
* Complete any 2FA prompts
* Check for brokerage notifications about third-party access

## Sync Issues

### Force a Sync

1. Go to **Portfolio → Connected Accounts**
2. Find the account
3. Click **"Sync Now"** or refresh icon
4. Wait for sync to complete

### Sync Takes Too Long

* Initial syncs can take several minutes
* Large accounts with many holdings take longer
* If stuck for over 10 minutes, try disconnecting and reconnecting

### Sync Frequency

| What         | Frequency                 |
| ------------ | ------------------------- |
| Holdings     | Every few hours           |
| Prices       | Continuous (market hours) |
| Transactions | Daily                     |

## Data Discrepancies

### Portfolio Value Different from Brokerage

Common reasons:

* **Timing** - Rallies may have slightly delayed data
* **Cash** - Cash balances may not be included
* **Margin** - Margin positions displayed differently
* **Options** - Options may not be fully supported

### Performance Different from Brokerage

Different platforms calculate performance differently:

* **Time-weighted vs. money-weighted returns**
* **Dividend treatment**
* **Fee inclusion**
* **Date range differences**

## Manual Portfolio Issues

### Can't Add a Stock

* Make sure you're entering a valid ticker symbol
* Try searching by company name
* Some OTC or international stocks may not be available

### Duplicate Holdings

If the same stock appears twice:

1. Check if one is manual and one is from connected account
2. Delete the duplicate
3. Consider using either connection OR manual, not both for same security

## Still Having Issues?

If you've tried these steps:

1. Note the specific problem and any error messages
2. Take screenshots of the issue
3. [Contact support →](/support/contact) with these details

***

## Related Articles

* [Troubleshooting Brokerage Connection](/portfolio/connection-issues)
* [Connecting Your Brokerage Account](/portfolio/connect-brokerage)
* [Adding Holdings Manually](/portfolio/add-manually)
* [Understanding Portfolio Performance](/portfolio/performance)