Date on Report

[Jan]

whenever I open a portfolio, the date on the reports reverts back to todays date.

I would like the report to open on the day I closed it on. ie: If I closed the portfolio with a date of the end of month, i would like the reports to be the same when I reopen the portfolio.

Is this possible?

[Mark]

Hi Jan,

Yes, there is an option to control this. You'll want to turn off "Options / Report Preferences... / General / Portfolios / Float End Date". Make sure to save your portfolio after making this change.