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Example: Change period

Performance is always calculated for the current year. However, you can change the period for the calculation as you wish. Proceed as follows:

  1. Open a performance chart for a portfolio.
  2. Then mark the performance line (the easiest way to do this is in the legend).
  3. Press the key combination <CTRL>+<A>. The "Parameters of: Performance" is opened to the left of the performance chart.
  4. Enter the desired period for the performance calculation in the "Start date" and "Evaluation date" input fields and select the "Evaluate with new parameters" icon.
  5. Adjust the time period of the timeline (by double-clicking on the timeline).

The calculation of the performance sometimes takes quite a long time, as the prices of all securities are calculated for each day (depending on the interval).


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