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Portfolio Value as of a specific date

Bob C.'s Avatar

Bob C.

26 Apr, 2025 01:47 PM

I really need to be able to find the value of my portfolio on a specific date. I haven't been able to figure this out. It was a very useful feature in my previous personal finance software.

  1. 1 Posted by -Kevin N. on 26 Apr, 2025 04:41 PM

    -Kevin N.'s Avatar

    Hi Bob C.

    Try the Portfolio Report. There is an 'As of' parameter in its Settings options.

    -Kevin N. (not a member of Moneydance Support)

  2. System closed this discussion on 26 Jul, 2025 04:50 PM.

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