Portfolio Daily Totals Report?

[dellwo]

It's probably obvious but...
you know how you hit F5 (All Data) and can see a table for each investment including the total value for every day.
Is there a way to view portfolio total value like that? There are too many data point to hover my mouse over the chart (it only shows every ~10 days). And if I do the portfolio report, it only shows one day at a time. I'd like a table with every day's total listed.

Thanks, Joe

[Mark]

Hi Joe,

This isn't available in the Data Register, but here are a couple options:

1) Use a "Portfolio Value" graph

or

2) Use "File / Export / Other / Portfolio Value..."

[dellwo]

That's too bad. Just wanted a quick way to compare previous several days or more.
As mentioned, the chart has too many points so hovering only gives value of every 10th day.

No big deal.
Thanks, Joe

[Mark]

Hi Joe,

Some other ideas for this...

1) Zoom the graph in, so it only shows the last month or so, so you have better resolution on the recent days you're interested in. A quick way is the date drop-down in the toolbar, or a Shift-Mouse drag will also do a date zoom.

2) Create a Custom report with 6 dates and only show the End Value. Memorize it for easy recall.

[dellwo]

Thanks... the report was what I was looking for. Took a bit to figure out the settings.