Improvement to monthly report

Hi guys,

thank you for your continued effort in bringing us a nice and useful app.

I’d like to suggest an improvement to the monthly statement.

I’d really appreciate having these items in the summary:

  • open positions total (how much was invested, on the last day of the month)
  • liquidity total (how much liquidity was not invested, on the last day of the month)

the liquidity item could be further split into:

  • main bucket
  • reserved for buying
  • debit card bucket

Having these running totals would be really helpful to me.
Even better if the change could be applied retroactively, to generate fresh and more complete reports for past activity.

If not in the monthly statements, then it’d be nice to be able to roll back the account value widget on the dashboard to any given date. Doing so I’d expect to be able to see what the total account value, total liquidity, and total profit on the open positions were on that specific day (at the end of the day in a conventional time zone, that’s fine).
We can already kind of do this in the desktop app, but not with much precision. Adding a date selector would provide the functionality.

But the freeze frame in the monthly reports would be best.

Thank you very much

Valentino

This sounds like a thoughtful feature request. Having end-of-month snapshots for invested positions, liquidity, and account value would make historical tracking much easier. A date selector for past portfolio values could also be useful for reviewing performance and comparing different periods more accurately.