Custom Date Range on Dashboard for Investments / Net Worth Pages

[xcruise3183]

The dashboard currently gives you the option to see the evolution of Investments / Net Worth over 1D, 1W, 1M, 3M, 6M, YTD, 1Y, 5Y and All options. These are standard periods in most of the account dashboards because these ranges work fine when you have a single account history.

Wealthfolio, on the other hand shows aggregated information across accounts with relatively new user base. While some accounts make it easy to get long-term history and bring it over to Wealthfolio, others are more restrictive. As a result, you can have scenarios where some accounts have several years of history (particular investment accounts where porting over the full history helps preserve the cost basis better) while some others may be shorter-term (cash accounts where you dont care about expenses from 2 years ago and would not import them). Similarly, you might not import all assets and liabilities going all the way to when your investment account history starts.

This leaves you in a limbo with mismatched history duration, particularly wrt Net Worth page. Selecting 1 year only gives you relatively very recent history and 5Y or All option show a history of only investment accounts for a while and then a sudden flex at the point where other account histories start coming in.

Allowing people to chose a custom time range will give user the option to start the chart/analysis at a period where it makes most sense for their data.