Portfolio Value Date

[chris319]

Is there a way to get the Portfolio Value report date to default to today's date rather than some date in the past?

Thanks, Mark.

[Mark]

Hi chris319,

When you create a new report, the default ending date is set to the latest date of a recorded price in the sub-portfolio. This default isn't changeable, but you can of course change the end date to whatever you want once the Settings dialog comes up. Another option would be to memorize your report, and set the end date to float, and then under "Options / Report Preferences... / Other", set memorized report end dates to float to the "Current Date".

[chris319]

Thanks, Mark.

This default isn't changeable

It would be a nice touch to add.