Technical incidents Securities portfolio
Skip information indexData is not transferred from the Securities Portfolio to Renta WEB
There are no results for the exercise
Results are only shown for a given year when there have been capital gains or losses in said year. If no transfer has occurred in the year that entails a capital gain or loss, no results will be shown in the Securities Portfolio and, therefore, no data will be transferred to Renta WEB.
Inconsistency in some operation
In order for the securities portfolio data to be incorporated into Renta WEB, all operations must be in the "Correct" (green) or "To be reviewed" (yellow) status.
If there is any erroneous operation (red color), no data will be incorporated into Renta WEB, displaying the corresponding message.
On the left side you will find a quick view of the values pending regularization.
To correct an erroneous operation, access the operation and press the "Expand information" button to view the error. Then press "Edit" , make the necessary corrections and press "Save" . If you want to delete the operation, press the "Delete" button.
There are more than 60 securities/groupings or there are more than 100 trades in any security/trade
In this case, the message that is displayed when trying to transfer the data to Renta WEB is "The number of operations exceeds the maximum allowed in the Securities Portfolio. It is not possible to use a stock portfolio to quantify the gains and losses derived from the sale of shares.
The maximum number of values/groupings that can be moved is 60 (each grouping also counts as a value) and the maximum number of operations in each grouping is 100.
The possible solutions are to eliminate values/transactions that have no significance for this year or the following ones, or complete and group the profits/losses manually in Renta WEB.
Note: If instead of importing data from the Securities Portfolio, it is completed manually in Renta WEB, the maximum possible number of groupings/securities is 120 and the maximum number of operations per group is 100 operations.