Portfolio History

Jim Crawford

Is there any way to generate a report of a portfolio's value from conception to today? It would be great to be able to see what the value was in 1 month intervals over the life of the portfolio. Or, to query what the value was on a particular date.

Tom Young

The "dashboard" item "Portfolio Value Graph" can show you the value change over time in a bar graph format.

Ps56k2

Running Deluxe - R37.37

... Reports --> Investing --> Portfolio & Cost Basis
at the top - change -> Date Range / Interval

Is this what you want ?

Tom Young

You can customize the "Portfolio Value Graph" to whatever period you like.  Click on the gearwheel, select "Customize this graph" and change the date range to whatever you want it to be:

Tom Young

The "dashboard" item "Portfolio Value Graph" can show you the value change over time in a bar graph format.

Jim Crawford

Thank you, Tom, I was unaware of that graph. It only goes back one year. Is there a way to set a custome date range?

Rocket J Squirrel

Go to Investing > Performance and you can customize the graph date range.

Jim Crawford

Hmmm. Performance does not show up when I click on Investing. Is that only something in the Premier version?

Rocket J Squirrel

Jim Crawford said:

Hmmm. Performance does not show up when I click on Investing. Is that only something in the Premier version?

That is possible, but I can't answer because I don't have a copy of Deluxe to test.

Ps56k2

Running Deluxe - R37.37

... Reports --> Investing --> Portfolio & Cost Basis
at the top - change -> Date Range / Interval

Is this what you want ?

Tom Young

You can customize the "Portfolio Value Graph" to whatever period you like.  Click on the gearwheel, select "Customize this graph" and change the date range to whatever you want it to be:

Jim Crawford

Thanks to all. I can now get the info I want.