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Performance Reports

Comments, critical feedback, praise, or suggestions for new features.

Postby moonlighter » Thu Jul 17, 2014 11:57 am

Please add "Today" to the Period drop down list in Portfolio Performance Reports dialog. Thanks!
:mrgreen:
moonlighter
 
Posts: 72
Joined: Tue Dec 11, 2012 9:49 pm

Postby Mark » Thu Jul 17, 2014 1:01 pm

Hi moonlighter,

Thanks for the feedback, that would probably be a popular selection... We'll see about adding it in a future update.

A keyboard shortcut is available you may want to utilize in the mean time. If you click on the "Start" date field anywhere, so the focus is on there, you can press the "t" button on your keyboard. This changes the start date to "T"oday. Hit Tab, and press "t" again, to set the end date to today also. So, it would be the 3 keys "t-<Tab>-t" from the keyboard to change both start/end dates to today.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby moonlighter » Thu Jul 17, 2014 2:17 pm

Did not know that. That'll work. Thanks!
:mrgreen:
moonlighter
 
Posts: 72
Joined: Tue Dec 11, 2012 9:49 pm

Postby moonlighter » Thu Aug 21, 2014 5:55 am

Keyboard shortcut works well. In addition to "Today" reports, would be good to add "Week to date" period. Thanks.
:mrgreen:
moonlighter
 
Posts: 72
Joined: Tue Dec 11, 2012 9:49 pm

Postby Mark » Thu Aug 21, 2014 9:08 am

Hi moonlighter,

Okay, thanks for the feedback.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11834
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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