Date Period Setting

Whether it’s the date of entry, statistical reports, account net worth calculations, return rates, etc., all require setting the display or calculation date range. In the VM, a unified window is used to set the date period.

All Period (1) refers to setting the earliest and latest dates for all historical data in the specified item. If it is related to transaction functions, all dates represent the earliest and latest dates of all transactions.

Custom (2) allows manual setting of the start date and end date. If the selected dates extend beyond the earliest or latest recorded dates, the system will automatically adjust to the entire date range of “All Period.