[GNC] Advance portfolio report between two dates
Ken Farley
farleykj at gmail.com
Sat Sep 2 10:47:11 EDT 2023
That doesn't seem to be something the Advanced Portfolio report is made
to do. It is meant to provide a snapshot of things at a particular point
in time, based upon the cost/earnings/increase in value of investments.
I think, if I wanted to do this, I'd approach it thus, unless someone
else has an easier way:
(1) Set the ending date of the report to the start date of the timespan
of interest.
(2) Export the report for the start date.
(3) Set the ending date of the report to the ending date of the timespan.
(4) Export the report for the ending date.
(5) Use a text editor or any other means you might have of editing an
HTML file, to "convert" the HTML code to a format that is acceptable for
a spreadsheet program. Probably CSV or something like that. Do this for
both files.
(6) Read the two files into a spreadsheet program, then do whatever you
like with the data.
It's not an elegant one-button approach, but it will get you the info
you need.
Again that's my "first guess" as to a method. Maybe someone more
conversant in such activities will provide a more efficient method.
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