In many respects PP is absolutely brilliant, but as things stand its usefulness is held back by a user not being able to filter out a subset of transactions by date.
Yes, the vast majority of developed economies use the calendar year for individual tax purposes, hence ??? it could have been perceived that there was little merit in PP featuring this ability. However, it needs to be flagged up that the UK, India, Australia, and New Zealand follow a different fiscal year, hence the absence of this function is actually a really big deal for many…
Well, I do not see neither the relationship nor impact in analytics of performances? However, you’ve the ability to free define the reporting period upon your needs.
Thanks for your speedy and much appreciated response @Rafa. Yup, PP is great in terms of enabling me to assess performance, and yes there is the option of defining a reporting period.
But can I quickly and simply apply a filter in the transaction view that comprised let’s say a listing of the investments I disposed of in the last tax, and I’m in the UK so that was between 6th April 2024 to 5th April 2025? And can I likewise just as easily see a listing of any disposals I may have made since the start of the current tax year? This has become particularly important to me because of relatively recent changes to the capital gains tax allowance here in the UK, yet presently I can only achieve both of these things by exporting the data into Excel and applying the appropriate date filters there!!!
this will be addressed soon 
