Every year, I have to creatively create a new portfolio with my current holdings as "purchased" at the beginning of the year so that I may see how my YTD performance is going. It would be much better if I could maintain a single portfolio and just change the time period I am interested in - like YTD - and get the performance metrics, transaction reports, etc. for that time period. At a minimum, simply seeing the chart for my time period and performance from the open of the beginning of that time period based on my purchase history since that beginning date would be awesome.