Customized Portfolio View - Return Calculations Date
I know there is a portfolio preference for setting a date from which to show return calculations. What I need is this same feature to set for a portfolio customize view. I have a customized view that holds a basket of stocks I am tracking and the view returns data for stocks I previously owned several years ago (for example Income) and purchased again years later. So in my case the customized view return calculations are incorrect unless i set the date to exclude those past purchased for my entire portfolio. Any work arounds to address this issue?