Ability to filter "Portfolio" panel by investment purchase date
Options
BriteSky
Member ✭✭
Love the "Portfolio" panel to see my investment performance. The only thing missing for me is the ability to filter it for a specific purchase date range. For example, view performance only for stocks I purchased in 2021 or 2022. This would really help me to gauge how my portfolio strategies have fared for different time periods and would allow me to see the gain loss for each stock I own, filtered on a specific purchase range. The purchase date is already displayed in the left column (when expanding the stock name); however, that date is not filterable.)
Tagged:
1