I have just discovered Portfolio Performance, having managed my retirement portfolio using Excel up to now. I used CSV import to bring in my current holdings from Excel, using a type of “Delivery (Inbound)” for each holding in each Securities account. I also imported dividend payments for the 2025-26 tax year. I also manually added some Wihdrawal transactions to my Deposit accounts, to bring the balances into line with the current cash balances in each of those accounts.
Everything looks OK, but when I created a Performance report for the period starting the day after I imported everything (May 20th) it is including the value of all of dividends paid prior to that date in its calculation (i.e. dividends paid in the previous year). Is there any way to set a base/inception date for reporting which ignores all dividends prior to the specified start date for the report?