Hi Marco - Would it be possible to change the start (inception) date? The reason I ask is that I have several ports that I released as a continuation of simulations, similar to how DMs are created. I send reports to several subscribers but unfortunately, I have to change the start date to match when the real portfolio was created, instead of the inception date, which is the start of the simulation and isn’t relevant. It is a lot of work to recreate the stats from a different start date.
Also, can the %weight be provided next to the holdings?
It would also be nice to have cash% listed in the holdings.
Finally, it would be nice to have either custom benchmarks or ETFs as benchmarks. This is something I have wanted for a long time but was never implemented. I have ports that are based on Cloud Computing, Cyber Security, and other niche markets that aren’t properly represented by existing benchmarks.
Thanks
Steve