Portfolio Values for Past Dates

Jan 31, 2011 1 Replies

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JRoss 15 years ago

I’d like to get the value of my portfolio on several dates over the past 5 years.

In order to include any securities I have held over that period I assume that I should “customize” the portfolio view by checking all accounts and securities, including hidden accounts and securities, and then select the dates (probably the first or last day of each year) I want to check.

Is this correct? Is there anything else I need to do to get accurate results?

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JM 15 years ago

That will do it.

Another approach if you would like to see the data in a chart over time; Reports > Net Worth & Balances > Account Balances Customize for the date range, accounts, securities, etc. Set an interval - say Month. Show Graph

You can also select Show Report to get tabulated data.

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