Hi All

This is an amazing tool! The only feature that I can't see is the option to add a start and end date (month or year) for portfolio calculations (for example: from December 2024 to January 2025). Is that something I'm missing?

Thanks,

John

Hi John, thanks for your feedback!

Currently, we don’t have the ability to specify a start and end date for portfolio calculations, but we can consider adding it. Could you share more details on your use case? Are there any particular values you’d like to calculate over a specific period?

If you're only interested in performance figures, the easiest way is to use the stock comparison tool. Simply add the symbols you're interested in and then drag the mouse over the performance chart to select a specific period. This will display the total return for the selected timeframe, like Jan - Apr 2024 on the screenshot below.

This, however, won't work if you need other metrics like Sharpe ratio, etc.