Sort graphs by Last Transaction

[Djobydjoba]

Hi Mark,

That would be great if the graphs could be sorted by the last transaction date too, so we can sort by the most recent activities.

I would like to do a graphical review of sold investments, to see how well they have performed since the sell off. If you can sort by the last transaction date you can scroll thought the sold investments, from investment sold most recently to investment sold longest ago, which is useful for this review.

Thanks.

[Mark]

Hi Djobydjoba,

Okay, thanks for the feedback. There is another way you can accomplish this, besides the "Investments / Sort By" menu. You could create a Custom report with the "Latest Transaction Date" field and turn on "Options / Report Preferences... / General / Update Investment Stack When Sorting Reports". Then, from within your report, use the top level "Sort" menu to sort the report by that field, which will also sort the investment stack.

[Djobydjoba]

Oh yes, that's clever. More complicated than direct entry in the menu but it can do the job. Thanks.