Set the date range, narrow the data with filters, and arrange how it's displayed. These controls are shared across your overview, holdings, transactions and reports, and your choices are remembered between sessions.
Choosing a Date Range
On the holdings and overview screens, the date control is a single pill — a calendar icon, the current range label (for example All Time) and a caret. Tap it to open the Date Range sheet, where presets are grouped:
Today, Last 7 Days, Last 30 Days
This Month, Last Month
Current calendar year, Previous calendar year, Last 1 Year, Last 2 Years, Last 3 Years, Last 5 Years
This Financial Year, Last Financial Year
All Time, Custom range... — pick from and to dates
The current selection is highlighted with a coloured background and matching text.
Filtering the Data
The Filter pill narrows a screen to specific holdings, exchanges, sectors and more.
Tap Filter — the search field is focused automatically.
Type a ticker, exchange, sector and so on, then tap a suggestion to add it as a chip. Add as many as you like.
Use the dimension chips (Holding, Exchange, Sector, Industry, Currency, Source) to scope suggestions.
Tap a chip to remove it, or Clear to remove all.
When filters are active, the pill turns solid and shows a count with an ✕ to clear. Filters are shared across the holdings and transactions screens.
Arranging the View (Holdings)
On the holdings list, Options opens the View sheet: Display Type (Simple or Table), Display Focus, Sort by (with Asc / Desc), Group by (Asset Type, Exchange, Sector and custom groups), Asset types, and Show closed positions.
Your date range, sort, group, asset types, display type and show-closed choices are saved on your device for next time.