Use Custom Calendar

Introduction

The Reluna Platform offers a dynamic custom calendar feature that allows you to create flexible date-based filters. With this, you can set filters such as “yesterday,” “next 7 days” or other rolling timeframes, without needing to update the date manually every time.

When Can I Use the Custom Calendar

The Custom Calendar option is available in the Filters of most objects across the platform, including:

• Portfolios

• Positions

• Transactions

• Accounts and more.

You can apply it to any field with the type Date or Date & Time.

How to Apply a Custom Calendar Filter

• Navigate to the object you want to filter (e.g., Transactions) and open the Filter Manager.

• Choose a field with type Date or Date & Time (e.g., Trade Time).

• Click on the operator (such as Equals) and select Custom.

• Now, the platform will display the current date with options to adjust by Past or Future.

  • Example: Select Past > Today - 1 to filter for “yesterday.”

• Click Apply to activate the filter or Cancel to go back.

  • To reuse it, save the filter as a Custom View.

Use Case Example

View all transactions with Trade Date = Yesterday.

• Go to Transactions > Filter Manager.

• Select Trade Time as the field.

• Choose the operator Equals and set Custom > Past > Today - 1.

• Apply and save this as a custom view.

The platform will automatically display all transactions from “yesterday” each day without needing to update the filter manually.

Supported Operators with Custom Calendar

• Equals / Does Not Equal / Less Than / Greater Than
  → Allows setting ± N day(s) relative to the current date.

• Between
  → Allows setting ± N day(s) for both start and end dates.