Portfolio / Security Holdings "As Of" a Certain Date
May be this feature is already in Moneydance and I haven't find it, but...
The Portfolio View in Investments is a great snapshot of a given investment account. However, when updating / reconciling an account, it would be helpful to be able see the holdings as of a certain date. Currently the view is only as of "right now."
Thanks
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1 Posted by -Kevin N. on 18 Jan, 2020 03:24 PM
Hi chas,
From the left side bar, try the Portfolio Report. It allows for an 'as of' date parameter.
If the Portfolio Report is not listed there, click the (+) at the bottom of the left side bar in the lower margin. A window will open allowing you to add it to the list.
Another report that I find useful is the Investment Performance report. I set the Date parameter to 'Last 1 Day' to see what gains I've enjoyed or losses I've suffered in today's market.
-Kevin N. (not a member of MD support)
Ethan closed this discussion on 26 Jan, 2020 12:56 AM.