This is the date Advisors Assistant will assume is the ending date for the investment calculations.  It allows you to roll back the values in the system so that you can produce reports on other than the current date.

Calculate To assumes end of day values.  It defaults to the business day prior to the current date since markets will normally still be open when users are moving around Advisors Assistant.

The Calculate To date appears on View Account Screens, View Investment Screens, and the Selection Criteria Investment Details Screen.