A filter makes it possible to see only some of the data. This can be for only one security and / or for a given date range.
The filter is set in a small window, that pops up on the screen. The window contains a drop down list box from where you can select security names. And it contains 2 pairs of operators and dates.
If you leave the filter name and/or dates blank, it means you select all names and/or dates.
The filter settings can be combined in a number of ways.
NB: For importing prices and filtering securities in the portfolio, there are some extra options. Those options are explained after the 3 examples.
Example 1.
You wish to see all the data for all the securities, where the dates are after 1st. jan. 2001. This is accomplished by 1) leaving the name selector empty, 2) setting the 1st. operator to >=, 3) setting the 1st. date to 1st. January 2001.
This reads: show data for all securities and only those after (or equal to) 1st. January 2001.
Example 2.
You wish to see all the data for all the securities, where the dates are after 1st. jan. 2001, but before 31st. dec. 2001. This is accomplished by 1) leaving the name selector empty, 2) setting the 1st. operator to >=, 3) setting the 1st. date to 1st. January 2001, 4) setting the 2nd. operator to <=, 5) setting the 2nd. date to 31st. December 2001.
This reads: show data for all securities and only those after (or equal to) 1st. January 2001, but before (or equal to) 31st. December 2001.
Example 3.
You wish to see all the data for the company called "CityGroup", that is after 1st. jan. 20011. This is accomplished by 1) setting the company name selector to the name "CityGroup", and 2) setting the 1st. operator to >=, 3) setting the 1st. date to 1st. January 20011.
This reads: show data for the company CityGroup and only those after (or equal to) 1st. January 2001.
Option for selecting portfolio items.
When you have your portfolio shown, filtering the dates usually means using the buy date. However for use, when you need to do your taxes, you can select to use the sell date. If for example, you wish to see all the trades you have done in 2001, you can select "Invest (Sold)" from the drop down list, choose the filter button, set the checkmark to "Sell dates...", set the date 1 to >= 1. Jan. 2001, and set date 2 to <= 31. Dec. 2001. This will show all sold securities for the year 2001 - now its easier to do your taxes.
Option for importing prices.
When you import historical prices, you get an option to choose either daily or weekly prices. You can only specify a beginning date to import from, so the operator is fixed at >=. Set the date back in time to the time you wish to import from.
Buttons.
These buttons are available.
Reset
- All filters are emptied, and if ok'ed, all data will be shown again.
Help
- This help page here.
OK
- Accepts the filter selected. Makes the filter active.
