Add Daily Navigation Arrows (< / >) to Portfolio "As Of" Date

EFC

• Summary: Add previous/next day arrow buttons next to the "As Of:" date selector on the Investing Portfolio screen to allow seamless daily stepping through historical portfolio performance.
• Current Workflow & Friction: Currently, inspecting day-over-day changes requires clicking the "As Of:" date field, navigating the calendar pop-up, selecting a single day, and letting the view refresh. To compare performance across several consecutive days, this entire multi-click process must be repeated for every single date change.
• Proposed Solution: Add < (Previous Day) and > (Next Day) navigation controls directly adjacent to the As Of: date picker control on the Investing Portfolio tab.
• Suggested UI Layout:[ < ] As Of: [ MM/DD/YYYY ] [ > ] [ Today ]
• User Benefit:
  • Faster Auditing: Enables quick, one-click stepping backward and forward through daily market movements, transaction effects, and balance history.
  • Improved Usability: Eliminates unnecessary friction for users who perform routine historical reviews or daily reconciliation.

mshiggins

An alternative is to use date keyboard shortcuts.

To increment/decrement by one day, click in any date field, press + or -, then press Enter. You can successively press the keys to keep incrementing/decrementing. For example, to go back 3 days earlier, click in the date field, press - - -, then press Enter.

Note: Your computer’s Windows short date format must be mm/dd/yyyy for this date keyboard shortcut to function.