Dashboard Custom Dates selection.
complete
Arty
Merged in a post:
Dashboard crypto breakdown does not show the right balance
O
Olive Manatee
When selecting a custom range for Holdings in the Dashboard, the crypto balance accessed in the breakdown view ("+" sign on the left of each coin) does not show the correct value: it does not take into account the range selection but still shows the absolute latest available balance in Koinly, as if no date selection has been made.
P
Petur
complete
You can now select custom dates for the dashboard graph/info.
Note that the selected date range does not currently get saved so it will always reset to the default calendar year. We are looking into changing this
Q
Quail Firefly
Petur: Nice upgrade but it sure would have been nice for the custom dates (and tax years) to show the Total Value, Cost Basis, Unrealized Gains, and Wallet values at those dates. It's still showing the current values.
B
Burgundy Tyrannosaurus
Petur: Thanks Petur
E
Exuberant Loon
Petur: Thanks Petur, although when you pick a date range, let's say 2020 to 2022 and hover over the lines in the chart you only see the value and date, but not the year - so you have no idea if you are looking at 2020 or 2021 or 2022 when hovering over the line... ;-)
T
Tuscany Iguana
Petur: This is a great improvement, thanks :)
P
Petur
Merged in a post:
dashboard to run by financial year
L
Living Lamprey
The UK financial year goes from April to March- please can we have a feature that shows the dashboard by financial year
S
Separate Boa
Yes please! Lot's of countries have different start/end dates. Either a settings preference to select by country or just let us set our own local start/end dates and have 'Financial year' as a corresponding option in the dashboard?
Given that we select all the relevant details in portfolio settings, it seems odd not to pre-set a dashboard view based on that..
U
Umber brown Cuckoo
Allow showing financial year for different countries as well (Australia for instance)
C
Charcoal Owl
This needed to help estimate quarterly taxes in the US. I want to be able to specify any start and end date I want in the dashboard.
T
Teal Bison
really needed be great to have custom dates or at least some for all the aussies on here from 1 July to 30 June
P
Presidential Amphibian
Allow me to put in any range (selecting from the calendar level). For example: 1/22/22-1/23/22, 1/1/22-1/31/22, 2/2/22-4/4/22, 1/10/22-2/10/22, etc.
T
Turquoise Lion
Exactly as Christopher said, for tax years as opposed to Calendar Years. Perhaps a custom setting in ones profile where you can set your tax year beginning and end so that when you drop down the calendar filter it not only has "2021" for example (for the 2021 calendar year), but "TYE2021" (Tax Year Ending 2021) based on your tax year settings.
P
Purple Cobra
For tax years which are different to the US, i.e. 1 July to 30 June.
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