Display:

Display Alternate Lines With Shading

Controls whether or not to shade alternate lines. The shading color is adjustable under the Report Colors Dialog.

Hot Highlight

Controls whether each line is surrounded with a line box as the cursor moves over that line.

Display Cents for Dollar Values

Toggle on/off cents when displaying dollar values.

Use Commas in Numbers

Toggle on/off the use of commas in values greater than or equal to 1000. (ex: 1000 versus 1,000)

Update Investment Stack When Sorting Reports

When sorting a report using any of the top level Sort menu commands the investment stack order will also be updated to match the sorted order.  Leave this option off to keep the investment stack order unchanged due to report sorting.

Auto-Size Columns When Report Data Changes

Whenever report data is calculated, the column widths are automatically sized to fit their contents, such that there is no extra white space, and no data truncation.  When this option is turned off you can use Window / Auto-Size Columns as desired.

Show Asterisk When Interpolating Price

Displayed prices or yields that used an interpolated price will have an asterisk shown next to them.  (Advisor only option.  This option is always on in the Personal and Professional versions)

Share Decimal Places to Display

The number of digits to the right of the decimal point to display when showing share based values. This value must be between 0 and 6.

Price Decimal Places to Display

The number of digits to the right of the decimal point to display when showing share price based values. This value must be between 0 and 6.

Do Not Display Investments With Zero Share Balance:

Use these options to prevent investments you do not own from being displayed in reports.  Investments that you do not own are treated as if they were marked as hidden.  (The option View / Hidden Investments/Portfolios affects whether or not these sold investments are displayed.)  This feature does not modify the 'hidden' property of any investment, but it works as if sold investments were marked as hidden.

Never (show all investments)

All investments are displayed, even sold ones.  Investments marked as 'hidden' are still not displayed when View / Hidden Investments/Portfolios is turned off.

On Ending Report Date

Investments with a zero share balance on the ending report date are considered sold, and will not be displayed when this option is selected.  This option is a less stringent definition of 'sold' than the "Over Entire Report Date Range" option.

Over Entire Report Date Range

Investments with a zero share balance over the entire date range of the report are considered sold, and will not be displayed.  If an investment ever owns any shares during the report date range, it will not be considered sold when using this option.  For report types that only have an 'ending' date, such as the Portfolio Value report, only the ending date is considered when determining whether an investment is sold or not.

Portfolios:

Portfolios Store and Recall Reports

When this option is on, portfolios will store which reports, along with all their settings, are open. These reports will be recreated whenever you open this portfolio. The report's window size/position is also memorized and restored.

Float End Date

When this option is on the ending report date for reports created by an opening portfolio will be adjusted to the current date.

Start Date Relative to End

When this option is on the starting report date for reports created by an opening portfolio will be adjusted to be the same distance from the ending report date as when it was saved. For example, you may set the start date to be 180 days behind the ending date, such that whenever you open your portfolio the start date will always start off 180 days behind the end date, even if the end date is floating to the current date.