Why is my portfolio blocked or not updating?

If you notice that the data in the portfolio is not updating and calculations are not being performed, it is most likely blocked due to exceeding the limits provided by your subscription level.

Possible reasons for blocking:

• The portfolio count limit has been exceeded
• The unique instruments limit in the portfolio has been exceeded
• The transaction count limit in the portfolio has been exceeded

Note: Sold instruments are counted both in the total number of unique instruments and in the total number of transactions.

You can view the current subscription limits here.

When can a block occur?

A block may occur if your subscription level has been downgraded (for example, you canceled your subscription or it expired), and one of the elements described above exceeds the downgraded subscription limits.

As a result:

• Data in the portfolio does not update;
• Data shown corresponds to the last performed calculation;
• A portfolio block notification is displayed.
  
  

What to do?

To remove the block, you need to:

• Upgrade your subscription to a higher plan, or
• Delete the items that exceeded the limits, so that their number returns within the downgraded limits.

Once the block is lifted, portfolio data will resume updating automatically.

What if nothing helped?

If you have checked the above reasons and your portfolio is still blocked / not updating for another reason, please contact support.