Investment Reports Date Range
Is there way to select a date range for specific investment reports (e.g. Portfolio, Cost Base, Performance). This will allow YTD reports as opposed to leveraging past outdated information. For example if you have a stock that was bought and sold 5 years ago, then buy the same stock this year the metrics for the recent bought stock are inaccurate because they include the previous stocks metrics. Any insights and or guidance on how I can get these type of reports would be helpful. Thanks
Norm
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1 Posted by Tom Freeman on 12 Oct, 2015 02:20 PM
Most of the reports can be assigned a date range. Click the edit button to open the edit report box.
Cost basis only reports the current cost basis.
Tom Freeman
Infinite Kind Support
2 Posted by Norm on 13 Oct, 2015 03:59 AM
Hello Tom,
Thank you for the information. I agree the Cost Basis report only reports the current cost basis. The report that I am really interested in assigning a date range other then the performance report (which has that option), is that portfolio report. In short, is there a way to get an editable date range for the Portfolio report (similar to the performance report)? If not, when could that requirement be satisfied?
Thank you, Norm
3 Posted by Tom Freeman on 13 Oct, 2015 09:37 PM
I will pass this feedback on to the developer who has been working on the
investment metrics but i can't promise they will code the report differently.
Tom Freeman
Infinite Kind Support
System closed this discussion on 19 Mar, 2016 04:59 AM.