[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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