Dashboard Custom Dates selection. | Feature requests (public)

Dashboard Custom Dates selection.

complete

Efficient Parakeet

Allow to select custom beginning and end date on the dashboard.

Created by Sam

November 2, 2021

Petur

marked this post as

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

Beige Whitefish

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.

Doubtful Bonobo

Petur: Thanks Petur

Direct Tern

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... ;-)

Ideological Dolphin

Petur: This is a great improvement, thanks :)

Petur

Merged in a post:

dashboard to run by financial year

Full Chinchilla

The UK financial year goes from April to March- please can we have a feature that shows the dashboard by financial year

May 27, 2022

Brown Viper

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..

Silver Dog

Allow showing financial year for different countries as well (Australia for instance)

Teal Pinniped

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.

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

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.

Like Raccoon

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.

Purple Cobra

For tax years which are different to the US, i.e. 1 July to 30 June.

Yellow Eel

1h, 1d, 1w, 1m, 1y, all (sames as in the Delta app would be nice)

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