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Portfolio Value Date

General questions about using Fund Manager that do not fit into any other forum.

Postby chris319 » Tue Oct 26, 2021 7:43 am

Is there a way to get the Portfolio Value report date to default to today's date rather than some date in the past?

Thanks, Mark.
chris319
 
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Postby Mark » Tue Oct 26, 2021 7:56 am

Hi chris319,

When you create a new report, the default ending date is set to the latest date of a recorded price in the sub-portfolio. This default isn't changeable, but you can of course change the end date to whatever you want once the Settings dialog comes up. Another option would be to memorize your report, and set the end date to float, and then under "Options / Report Preferences... / Other", set memorized report end dates to float to the "Current Date".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby chris319 » Tue Oct 26, 2021 8:39 am

Thanks, Mark.
This default isn't changeable

It would be a nice touch to add.
chris319
 
Posts: 46
Joined: Thu Sep 23, 2021 4:34 pm


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