This feature helps you quickly re-base your portfolio performance to any timeframe so your returns, charts, and holdings view match the period you’re analysing.
What the Date Range Selector does
The Date Range Selector (also called a timeframe) changes the start and end of the period you’re viewing. When you change it, Navexa recalculates performance from the start of the selected range to the end of the selected range.
Because it resets the “clock” to your chosen start date, it’s often the first thing to check if you think:
“My figures look wrong”
“Why is my trade or holding missing?”
“Why is that holding showing as open?”
What each option means
Today
From the start of today to now.
Today (from yesterday open)
From the previous trading day’s market open to now. Helpful for viewing change across the most recent session into today.
Last 7 Days
Rolling 7 days counting back from now.
Last 30 Days
Rolling 30 days counting back from now.
This Month
From the first day of the current calendar month to today.
Last Month
The whole previous calendar month. For example, if today is 7 November, the Last Month is 1 October to 31 October.
Current calendar year
From 1 Jan of the current year to today.
Previous calendar year
From 1 Jan to 31 Dec of the prior year.
Last 1 Year
Rolling 365 days, counting back from now.
This Financial year
From the start of your configured financial year to today. In Australia, this is typically 1 July to 30 June.
Last Financial year
The full prior financial year for your configuration.
All Time
From your earliest transaction in the portfolio to today.
Custom range
You choose the exact start and end dates.
How the selector changes what you see
⬇️ All time selected as the time frame in the date range selector
⬇️ The last seven days selected as the time frame in the date range selector
Performance is re-based to the start of the range
Returns and charts are calculated from the start date you pick. Gains or income before that date are not included. Events inside the range are included.
Holdings are evaluated at the end of the range
If you use the filter Hide sold instruments, a holding is hidden when its quantity is zero by the end of the selected range.
Example: You sold XYZ on 4 Nov.
Last Month (October) ends before your sale, so XYZ still shows as open.
Last 30 Days includes the 4 Nov sale, so XYZ is hidden with Hide sold instruments on.
Why a holding might be missing
You bought it after the range starts.
You sold it within the range and Hide sold instruments is on.
You are looking at a different portfolio or a custom range that excludes the trade date.
Why a holding might look open when you know you sold it
Your sale date is after the end of the selected range, so as at the range end it was still open.
Where you will and won’t see the Date Range Selector
Navexa uses different date controls depending on the report.
Pages that use the Date Range Selector
You’ll see the Date Range Selector (timeframe) on these core portfolio pages, as well as on many performance reports.
Portfolio pages
Portfolio Overview (your main portfolio dashboard)
Portfolio Detail (inside a specific portfolio)
Holding Overview (the overview page for an individual holding)
Transactions page (when reviewing buys/sells and cash movements)
Performance and reporting pages that also use it
You’ll typically see the same selector (including All Time) on:
Benchmark Analysis
Portfolio Contributions
Income Contributions
All Trades
All Dividends
Historical Cost
Key rule: If you’re on one of the pages above and something looks missing, switching to All Time is a fast way to confirm you’re viewing your full history.
If you don’t see the Date Range Selector, you’re likely on a report that uses a Financial Year/Period selector or an As at date instead (common in Tax Reporting).
Reports that do not use the Date Range Selector
Many tax reports use a financial year or an as at date instead, so “switch to All Time” won’t apply there.
Common examples:
Tax Reporting overview uses a Period selector (tax year)
ATO myTax report uses a Financial Year selector
Taxable Income report uses a Financial Year selector
Portfolio Valuation uses an As at / As of date
Unrealised Capital Gains uses an As at / As of date
Portfolio Diversification uses an As at / As of date
Income Calendar uses a year-based selector (e.g., Next 12 months, 2025, 2024)
Quick troubleshooting checklist
Check the Date Range Selector first (if the report has it).
If a holding looks missing, confirm the trade dates sit inside the selected range.
If a sold holding still appears, check whether the sale date is after the range end or whether Hide sold instruments is off.
Switch to All Time to confirm your full history and quantities at zero for closed positions (only applies on reports that include the Date Range Selector).