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Securities Detail Graph Improvements (specifically Date/Range settings)

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dtd

21 Mar, 2025 06:48 PM

TL/DR: I would like to be able to control the start date on securities detail graphs, for example, please start one/all such graphs on Jan 1, 2021.

I have graph data (buys/sells/records) on many of my securities/funds/etc. going back to the 1990s. I need to maintain the buys/sells of course, and every graph starts with a long tail going back in time, with only the last few years being pertinent.

Happily, I learned a while back I can select a region of the graph (last few months/years) and get a zoom in I desire. But that means I basically have to do that for every graph I examine, over and over.

I can also right click to see more options, but...
Range Axis - Plot range allows for a minimum/maximum, but it doesn't work.
Domain Axis - Doesn't allow for a minimum/maximum...

Specifically, I'd like to have a "Plot" tab for the domain axis. Then I could put a "minimum" date value so that each graph has a specific start date - i.e. Please start Jan 1, 2021 instead of back in 1994.

I understand the details on the right click here might mostly be boilerplate and not "fun" to touch/change, so if one could have a global preference setting of "default securities detail graph start date", (rather than one for each graph), that would meet 90% or more of this concept.

1. 1 Posted by Ali on 28 Mar, 2025 01:55 AM

   

   +1

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2. Support Staff 2 Posted by Maddy on 28 Mar, 2025 11:59 AM

   

   Hi,
   Thank you for contacting Moneydance support.

   We have created a suggestion ticket in our ticketing system with your suggestion and I've attached it to this discussion.

   By posting in this discussion your interest in the ticket has been registered.
   This is equivalent to voting for it.

   We will post on this thread when there are further developments on this topic.

   Please let us know if we can be of further assistance!

   --
   Maddy, Infinite Kind Support

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3. 3 Posted by cwieczorek on 15 Apr, 2025 03:19 PM

   

   @dtd

   How did you zoom in the domain (time) to see a more pertinent time frame? I can do that too but it automatically seems to zoom into the middle of time period and I can't slide the domain/time dates to the left or right.

   -Chris

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4. 4 Posted by dtd on 15 Apr, 2025 07:12 PM

   

   I click and hold where I want the graph to begin, then drag to create a rectangle for the part of the graph I want to be displayed.

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5. 5 Posted by dtd on 15 Apr, 2025 07:15 PM

   

   I can then either leave the zoomed in graph by going elsewhere, or rightclick, auto-range both axes to return to the original graph.

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6. 6 Posted by cwieczorek on 16 Apr, 2025 03:31 AM

   

   Thanks, I see it now. All these years and I just learned something new.

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7. 7 Posted by dtd on 16 Apr, 2025 03:49 AM

   

   I'd still like to be able to set a start date for this graph set rather than having to make a rectangle zoom each and every time.

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