OmniVest Forum : General OmniVest Feature Requests : Omni Portfolios user setable date range

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OmniVest User Forums General OmniVest Feature Requests Omni Portfolios user setable date range		Last Activity 12/14/2017 8:41 PM 0 replies, 733 viewings

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Alan Faris

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Posts: 38

Joined: 10/11/2012
Location: Los Angeles, CA

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Subject : Omni Portfolios user setable date range
Posted : 8/25/2016 12:45 PM
Post #36312

We're at a market top, we know that a drop is coming followed by a bottom.

What I would like to do is view the performance of the portfolios starting back in 07 thru to the present. We could use the current setup to select last 3 months, 6 months 1 year etc. I would like a text box to add the end date.

One nice thing is that for most of this range we would be working with data that was not used in the portfolio creation.

Alan

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