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Ability to load the dashboard as of a period

Completed
Submitted Sep 18, 2024 by Allinvestview

Currently, the ability to load a portfolio and view the dashboard as of a specific past date is available. To enhance user experience, we should also allow the loading of the dashboard over a defined period.

Users should be able to select both a start date and an end date for the performance analysis.
This feature will enable the viewing of investment performance over the chosen time frame, providing better insights into portfolio growth and trends.

9 votes

Discussion (1 comment)

  • FelipeSIT
    Sep 28, 2024 21:47

    Would be a very useful feature!

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