Hello Sharesight. I would find it useful if you could put the date being used, in the “Since first purchase” menu choice for time scale of the graph, at top left of Overview screen. I can’t easily remember the dates of share purchases, and having it there would be a sanity check that the right time scale was being used. Should be simple I think. Cheers.
Hi @grege do you mean putting the first purchase date of each holding on the graph?
Hi @RickyYeo thanks for your reply. No I actually meant something simpler. When you select “Since First Purchase” as the time scale, I just wanted the date that will be used, to show in the menu item. So the menu choice might say “Since First Purchase (10 April 2024)”. It would be a good sanity check, for me anyway. If the item said “(17 Dec 2024)” ie. yesterday’s date, I would know something has gone wrong, and if it said “(01 Jan 1970)” I would also know something has gone wrong. (Bit of an IT joke there, 01 Jan 1970 is the “beginning of time” for Unix systems). But more importantly, if it said, “(01 Oct 2024)” which is when I began my most recent share trading, it would be an easy check that all is well. Hope that makes sense. Cheers.
Thanks @grege so at the bottom of the overview page it shows “Grand Total since 01 Jan 20000 (AU$)” - you want to have that date somewhere on the top near the date option?
Hi Ricky,
Good on you for working Chistmas Eve!
My thought was as shown in attached image - the date in the menu option.
There seems plenty of spare real estate in the menu, and it would be a good check on what you’re doing.
Cheers, have a great Xmas !
Greg E.
Okay got you thanks @grege