Click on the top blue bar inside the application window to access the global settings. A panel opens as shown below:
- Type in the title for the window, for example your name or the name of your firm
Show Prices and performance as of
- Last available (default): use last available end-of-day market prices.
- Previous month/Previous quarter: use prices as of previous month or previous quarter. In these modes, all charts and reports are based on the last day of previous month or quarter, rather than the last market day. For example, this may be useful for portfolios containing a mix of investments priced on a monthly basis and investments priced on a daily basis. By using prices as of previous month, you ensure that valuations are aligned.
- When you make changes to this mode, a restart of the application is required.