Changing Date Range for Graphs and Yields
This dialog is available from the 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 |
|
Today |
the
current date for both starting/ending dates |
|
Yesterday |
day
prior to current date for both starting/ending dates |
|
1 Week |
1
week span ending on the default ending date |
|
1 Month |
1
month span ending on the default ending date |
|
3 Months |
3
month span ending on the default ending date |
|
12 Months |
12
months (1 year) span ending on the default ending date |
|
Earliest price to date |
from
the date of your first recorded price to the default ending date |
|
Earliest transaction to date |
from
the date of your first recorded transaction to the default ending date |
|
Week to date |
beginning of the default ending date week 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 Week |
last
complete calendar week prior to the current date |
|
Last Month |
last
complete calendar month prior to the current date |
|
Last Quarter |
last
complete calendar quarter prior to the current date |
|
Last Year |
last
complete calendar year prior to the current date |
|
Current Week |
complete calendar week containing the 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:
When the Dates... toolbar button (
)
is enabled, there will also be a dropdown combination box on the toolbar that
allows you to quickly select from a variety of common date ranges:
|
1W |
1 Week span
ending on the default ending date |
|
2W |
2 Week span
ending on the default ending date |
|
3W |
3 Week span
ending on the default ending date |
|
1M |
1 Month span ending on the default ending date |
|
2M |
2 Month span ending on the default ending date |
|
3M |
3 Month span ending on the default ending date |
|
6M |
6 Month span ending on the default ending date |
|
1Y |
1 Year span ending on the default ending date |
|
2Y |
2 Year span ending on the default ending date |
|
3Y |
3 Year span ending on the default ending date |
|
5Y |
5 Year span ending on the default ending date |
|
10Y |
10 Year span ending on the default ending date |
|
MTD |
Month To Date:
beginning of the default ending date month to the default ending date |
|
QTD |
Quarter To Date:
beginning of the default ending date quarter to the default ending date |
|
YTD |
Year To Date:
beginning of the default ending date year to the default ending date |
|
PRC |
Price inception: date of your first recorded price to the default ending date |
|
TRN |
Transaction inception:
date of your first recorded transaction to the default ending date |
|
... |
custom date
range, select this to open up the View / Dates... dialog |
For investment based graph types you can hold down the Shift key on your
keyboard while making a selection from the dropdown combination box.
Holding down the Shift key will cause the date range selection to be applied to
all open investments. Otherwise, it is only applied to the topmost
investment.
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 yield for the displayed graph date range and will be displayed above the graph
if yields are turned on.
See Also
About Graphs
Changing Vertical Scale
Mouse Commands
Keyboard Shortcuts