This dialog is available from the View / Dates... menu command under the Graphs window.
This dialog box allows you to change the graph’s date range. Yields displayed above the graphs will also reflect this date range.
Choose from the list of pre-defined date ranges, or enter your own From and To dates. The following pre-defined date ranges are available:
|
Custom |
any other date range setting you choose |
|
Last 1 Month |
1 month span ending on the default ending date |
|
Last 3 Months |
3 month span ending on the default ending date |
| Last 12 Months | 12 months (1 year) span ending on the default ending date |
| Earliest to date | from the date of your first recorded price to the default ending date |
| Month to date | beginning of the default ending date month to the default ending date |
| Quarter to date | beginning of the default ending date quarter to the default ending date |
| Year to date | beginning of the default ending date year to the default ending date |
| Last Month | last complete calendar month prior to default ending date |
| Last Quarter | last complete calendar quarter prior to default ending date |
| Last Year | last complete calendar year prior to default ending date |
| Current Month | complete calendar month containing the default ending date |
| Current Quarter | complete calendar quarter containing the default ending date |
| Current Year | complete calendar year containing the default ending date |
The "default ending date" is the date of your last recorded price on or before the current date. Many of the pre-defined date range choices are also available as keyboard shortcuts.
If this is an investment based graph being adjusted there will be a check box available:
|
Apply Changes to All Open Investments |
Select this if you wish to make the specified date range settings effective for all currently opened investments. The date range settings applied to all other investments can be determined in either of 2 ways:
|
Use Same Dates |
uses the exact same dates as displayed in the date controls to update all the other investments |
| Recalculate Pre-Defined Range For Each Investment | uses the specified pre-defined range to recalculate the date range for each investment |
Often these 2 options will cause the same date range to be set, but in some cases there are differences. For example, the Earliest to date date range would result in different date ranges for the 2 options. Another example is if any of your investments have a different default ending date. In this case all the pre-defined ranges ending on the default ending date would be different for the 2 options.
Usage Tips:
By using the mouse or keyboard shortcuts the date range can be adjusted quickly without using this dialog box. See mouse commands. There are also many other keyboard shortcuts for zooming and scrolling the date range.
You can adjust the date range and calculate the gph (short for "graph") yield for any desired time period. The gph yield is the annualized yield for the displayed graph date range and will be displayed above the graph if yields are turned on.