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ydfah

Rows for Total and Sub-Total

Question

Can you add an option each to disregard intraday trades from being added or subtracted from the Total and Sub-Total rows? When buying, selling, daytrading, etc. these totals get thrown for a loop and end up being meaningless. For me, at least for the Total row and not so much the Sub-Total rows, I'd like to lock in my positions at the start of the day in the Totals and not let it make any changes until the start of the next day, regardless of what I buy or sell.

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Yes I want it to track, I'm just looking for a way for the Total row not to get thrown off the chart each time I buy or sell something intraday. Kind of like what the spike filter does for a chart. I can use Sub-Total rows to track intraday trades, so I guess I'm really only trying to get the Total row to stay more in-line and not have to clear it every time a trade is made.

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On ‎11‎/‎14‎/‎2017 at 1:06 PM, Jerry Medved said:

why don't you set the total row to chart GAIN instead of value. That may give better result

How do I do that?

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7 minutes ago, Jerry Medved said:

on the chart, on the MAIN tab

Sorry, I should've been more specific. How do I set the inline chart to display $Gain?

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Hmm, it was always showing VALUE. Changed it to show whatever the Portfolio's main chart is set to. NOTE: the change takes effect when the portfolio is opened, so if you change the chart, you would need to close/re-open the portfolio. 

Emailed you the update.

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