The following menu commands are available when displaying the Graphs window.
Jump To:
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New Investment... |
Creates a new investment. See Creating Investments. |
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Open Investment(s)... |
Opens one or more investment file(s). See Opening Investments. |
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Close Top Investment |
Closes the investment file on the top of the investment stack |
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Save Top Investment As... |
Save the top investment file to a new filename |
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Save All Investments |
Saves any changes to investment files to disk. See Saving Investments. |
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New Portfolio Wizard... |
Creates a new portfolio and sets up its investments. See Creating Portfolios. |
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Open Portfolio... |
Opens an existing portfolio. See Opening Portfolios. |
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Close Portfolio |
Closes currently opened portfolio, including all sub-portfolios and investments |
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Save Portfolio As... |
Creates a new portfolio by saving the current portfolio to a new file. |
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Save Portfolio |
Saves the portfolio. See Saving Portfolios. |
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Import |
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Prices |
See Importing Prices |
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Ameritrade (legacy)... |
Imports prices from Ameritrade's S*.DAT files |
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DAZL... |
Imports prices from DAZL files |
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DST FAN Mail... |
Imports prices from DST files |
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Fidelity Advisor CHANNEL... |
Imports prices Advisor CHANNEL PRI files |
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FOLIOfn... |
Imports prices from FOLIOfn PRI files |
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Fund Manager... |
Imports prices from a Fund Manager *.dat investment file |
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Generic... |
Imports prices from an ASCII text file |
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Quicken (.PRN)... |
Imports prices from a Quicken printed '1-2-3' *.PRN file |
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Quicken (.QIF)... |
Imports prices from a Quicken QIF file |
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SchwabLink... |
Imports prices from SchwabLink PRI files |
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Scottrade... |
Imports prices from Scottrade SE1 files |
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Southwest Securities... |
Imports prices from Southwest Securities BPS_POS files |
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TD Ameritrade... |
Imports prices from TD Ameritrade's formatted PRI files |
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Transactions |
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Quicken... |
Imports transactions from QIF files |
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Open Financial Exchange... |
Imports transactions from OFX or QFX files |
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Generic... |
Imports transactions from text or CSV files |
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Ameritrade (legacy)... |
Imports transactions from Ameritrade's T*.DAT files |
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DAZL... |
Imports transactions from DAZL files |
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DST FAN Mail... |
Imports transactions from DST files |
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Fidelity Advisor CHANNEL... |
Imports transactions Advisor CHANNEL TRN files |
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Fiserv ISS... |
Imports transactions from Fiserv ISS's formatted TRN files |
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FOLIOfn... |
Imports transactions from FOLIOfn's formatted TRN files |
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SchwabLink... |
Imports transactions from SchwabLink TRN files |
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Scottrade... |
Imports transactions from Scottrade TR1 files |
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Southwest Securities... |
Imports transactions from Southwest Securities BPS_Act files |
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TD Ameritrade... |
Imports transactions from TD Ameritrade's formatted TRN files |
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Positions |
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Open Financial Exchange... |
Imports positions from OFX or QFX files |
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Ameritrade (legacy)... |
Imports positions from Ameritrade's P*.DAT files |
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DAZL... |
Imports positions from DAZL files |
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DST FAN Mail... |
Imports positions from DST files |
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Fidelity Advisor CHANNEL... |
Imports positions Advisor CHANNEL POS files |
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FOLIOfn... |
Imports positions from FOLIOfn's formatted POS files |
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SchwabLink... |
Imports positions from SchwabLink files |
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Scottrade... |
Imports positions from Scottrade files |
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Southwest Securities... |
Imports positions from Southwest Securities files |
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TD Ameritrade... |
Imports positions from TD Ameritrade's formatted POS files |
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Other |
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Asset Type... |
Imports asset type category allocations from a file |
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Investment Goal... |
Imports investment goal category allocations from a file |
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Export |
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Prices |
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Fund Manager Text... |
Exports prices and transactions to Fund Manager based text files |
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Comma Separated... |
Exports prices to a comma separated *.csv file |
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MetaStock... |
Exports prices to a MetaStock compatible file |
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SuperCharts... |
Exports prices to SuperCharts compatible files |
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Transactions |
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Fund Manager Text... |
Exports prices and transactions to Fund Manager based text files |
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Quicken... |
Exports transactions to a Quicken QIF file |
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Other |
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Portfolio Value... |
Exports daily historical portfolio value to a text file |
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Asset Type... |
Exports asset type category allocations to a file |
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Investment Goal... |
Exports investment goal category allocations to a file |
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Send By Email... |
Send graphs and/or reports as e-mail attachments to your clients. See the Send By Email Dialog. (Advisor version only) |
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File Operations |
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Scale Prices... |
Multiply price data of all open investments by a scale factor. See the Scaling Prices Dialog. |
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Hide Sold Investments... |
Hide investments in a specified portfolio that own zero shares as of a specified date |
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Page Setup... |
Adjust page layout properties for printing |
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Print Preview... |
Preview how the graph will print |
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Window |
Prints the currently displayed Graphs window |
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Prices... |
Prints price information |
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Investments... |
Prints buy and sell information |
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Distributions... |
Prints distribution information |
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Batch Print... |
Print graphs/reports in bulk for your clients. (Advisor version only) |
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Backup... |
Create a backup copy of currently opened investments |
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Restore... |
Open and restore a previously backed up copy of investments |
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Hide to Tray |
Fund Manager remains running, but is hidden. An icon is placed in the task tray. Click on this task tray icon to open (un-hide) Fund Manager. You may want to use this feature if you have Fund Manager set to automatically retrieve prices from the internet, but you do not want the program displayed, or on the task bar. |
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Exit |
Quits Fund Manager |
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<recent portfolios> |
Lists your most recently opened portfolios. Select one to open that portfolio. (more info) |
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Copy to Clipboard |
Copies displayed graph to the clipboard, so it can be pasted into other applications for presentation to clients. See Copying Images. (Advisor version only) |
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Internet Retrieve |
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Prices |
Automatically retrieve prices from the Internet |
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Transactions... |
Automatically retrieve transactions from the Internet |
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Settings... |
Choose a quote server and set the options for retrieving data from the Internet. See Internet Settings Dialog. |
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Check for Updates... |
Retrieves the status of the internet retrieve quote servers as well as the internet paging servers. Also reports the latest available version of Fund Manager. If a newer version of the quote module is available you will be given the opportunity to have it automatically updated. |
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Update Price |
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Single Investment... |
Updates the price of the top investment for any date. (more info) |
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Multiple Investments... |
Updates the price for as many investments as you choose, nine at a time. (more info) |
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Single Investment - Repeat... |
Repeatedly updates the price of the top investment for a variety of dates. (more info) |
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Multiple Investments - Repeat... |
Repeatedly updates the price for as many investments as you choose, nine at a time. (more info) |
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Delete Price |
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One Date - Top Investment... |
Deletes a single price from top investment. (more info) |
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One Date - All Investments... |
Deletes a single price from all open investments. (more info) |
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Date Range - Top Investment... |
Deletes all prices within specified date range from top investment. (more info) |
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Date Range- All Investments... |
Deletes all prices within specified date range from all open investments. (more info) |
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Buy/Sell... |
Records a purchase or redemption transaction for the top investment. (more info) |
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Distribution... |
Records either a distributed or reinvested distribution transaction. (more info) |
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Split... |
Records a share split or recombination. (more info) |
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Account Fee... |
Records an account fee (negative distribution) transaction. (more info) |
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Notes... |
View and edit investment notes. (more info) |
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Price Alert... |
Record a new price alert. (more info) |
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Specify Lots... |
Specify which lots to sell for each recorded redemption. (more info) |
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Spin-off... |
Record a spin-off transaction. (more info) |
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Trendline... |
View and edit trendlines. (more info) |
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Investment Properties... |
Edit the investment properties of the top investment. (more info) |
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Portfolio Properties... |
Edit the portfolio properties of the active portfolio. (more info) |
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All Data... |
Allows entry/editing/deletion of any price or transaction for any investment. See Data Register. |
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Reconcile... |
Opens the Reconciliation Wizard. |
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Client List... |
Displays the Client List Dialog. (Advisor version only) |
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Dates... |
Change the range of dates for both the graphs and the yields above the graphs. (more info) |
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Scale... |
Change the vertical scale of the graph type being displayed. (more info) |
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Zoom |
Change the vertical scale of the graph type being displayed. |
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Max - Top |
Revert top investment to full date history and turn on auto scale |
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Max Dates - Top |
Revert top investment to full date history |
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Max Scale - Top |
Turn on auto scale for top investment |
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Max - All |
Revert all investments to full date history and turn on auto scale |
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Max Dates - All |
Revert all investments to full date history |
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Max Scale - All |
Turn on auto scale for all investments |
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Graphs |
Toggles the display of graphs on/off. |
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Yields |
Toggles the display of yields on/off. |
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Legend |
Displays graph specific information in the upper/left graph corner. Disabled when the number of displays is 9. |
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Hidden Investments |
Toggles on and off the display of hidden investments. |
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Exchange Rate Adjusted |
Toggles between displaying investments in their native currency, or adjusted to the default currency. Exchange rates are specified under Currency Settings Dialog. |
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Split Adjusted |
Toggles between displaying data and graphs adjusted for splits. (more info) |
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Toolbar |
Toggles the toolbar on/off. The tool bar provides quick access to many commonly used commands. |
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Status Bar |
Toggles the status bar on/off. The status bar contains helpful information on the highlighted menu command, the current date and time, and the current position of the cursor when it is over a graph. The x axis position of the cursor may have a '+' (plus) or '-' (minus) appended to the date. This will be the case when one day spans multiple pixels of the plot, and the cursor is not exactly on a particular date. |
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Number of Displays |
Choose to display 1, 4, or 9 investments simultaneously. |
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Calculator... |
Starts/shows the windows calculator "calc.exe". |
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Web News... |
Opens your browser with news on topmost investment. See the Preferences - Display Dialog. |
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Portfolio Editor... |
Opens the Portfolio Editor window. |
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Portfolio Value |
See Portfolio Value graph |
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Portfolio Cost - Value |
See Portfolio Cost - Value graph |
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Portfolio Gain |
See Portfolio Gain graph |
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Portfolio/Investment(s) Overlay |
See Portfolio/Investment(s) Overlay graph |
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Pie Charts |
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Investment |
See Pie Chart - Investment graph |
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Asset Allocation |
See Pie Chart - Asset Allocation graph |
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Investment Goal |
See Pie Chart - Investment Goal graph |
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Symbol |
See Pie Chart - Symbol graph |
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Investment Type |
See Pie Chart - Investment Type graph |
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Sub-Portfolio |
See Pie Chart - Sub-Portfolio graph |
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Currency |
See Pie Chart - Currency graph |
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Stacked Value |
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Investment |
See Stacked Value - Investment graph |
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Asset Allocation |
See Stacked Value - Asset Allocation graph |
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Investment Goal |
See Stacked Value - Investment Goal graph |
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Symbol |
See Stacked Value - Symbol graph |
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Investment Type |
See Stacked Value - Investment Type graph |
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Sub-Portfolio |
See Stacked Value - Sub-Portfolio graph |
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Currency |
See Stacked Value - Currency graph |
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Value |
See Value graph |
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Share Price |
See Share Price graph |
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Price + Distributions |
See Price + Distributions graph |
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Volume/High/Low |
See Volume/High/Low graph |
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Technical Analysis |
See Technical Analysis graph |
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Investment Overlay |
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Share Price |
See Investment Overlay - Share Price graph |
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Price + Distributions |
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Cost - Value |
See Cost - Value graph |
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Gain |
See Gain graph |
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Cost - Price |
See Cost - Price graph |
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Moving Average |
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Share Price |
See Moving Average - Share Price graph |
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Price + Distributions |
See Moving Average - Price + Distributions graph |
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MA Overlay |
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Share Price |
See MA Overlay - Share Price graph |
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Price + Distributions |
See MA Overlay - Price + Distributions graph |
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Bar - Yields |
See Bar - Yields graph |
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Options |
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Overlaid Investments... |
Choose which investments will be overlaid for the 'investment overlay' graph types |
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Overlaid Portfolios... |
Choose which portfolios will be overlaid for the Portfolio/Investment(s) Overlay graph |
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Moving Average Weeks... |
Change the number of weeks used for calculating the 'moving average' graphs. (more info) |
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Display... |
Set various display options for graphs. (more info) |
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Legend Text... |
Set text to display in graph legends (more info) |
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Technical Analysis... |
Adjust options for Technical Analysis graph |
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Log Scale |
Toggle value and price graph types between linear and logarithmic y axis scales |
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Historical Cost |
Toggle between historical and current cost modes for all of the 'cost' and 'gain' graph types. |
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Cursor Snap |
Toggle cursor snap on/off |
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Portfolio Value... |
See Portfolio Value Report report |
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Portfolio Performance... |
See Portfolio Performance Report report |
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Investment Performance... |
See Investment Performance Report report |
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Custom... |
See Custom Report report |
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ROI Yield... |
See ROI Yield Report report |
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Fund Performance Yield... |
See Fund Performance Yield Report report |
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Distribution Summary... |
See Distribution Summary Report report |
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Capital Gain - FIFO... |
See Capital Gain - FIFO Report report |
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Capital Gain - AVG... |
See Capital Gain - AVG Report report |
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Capital Gain - Specific Lot... |
See Capital Gain - Specific Lot Report report |
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Asset Allocation... |
See Asset Allocation report |
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Goal Allocation... |
See Goal Allocation report |
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Investment Transactions... |
See Investment Transactions Report report |
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<memorized reports> |
Lists any memorized reports. (more info) |
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Preferences... |
Adjust various program options. (more info) |
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Colors... |
Changes the color scheme used to display graphs. (more info) |
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Fonts... |
Changes the graph's fonts for the current number of displays (1, 4, or 9). (more info) |
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Screen Pens... |
Customize pen widths and marker sizes used for the screen. (more info) |
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Printer Pens... |
Customize pen widths and marker sizes used for the printer. (more info) |
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Internet Settings... |
Adjust settings for retrieving prices from the internet. (more info) |
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Category Labels... |
Customize the labels used for each asset type and investment goal. (more info) |
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Currency Settings... |
Customize currency and exchange related options. (more info) |
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Alerts... |
Specify actions to take when an alert is triggered. (more info) |
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Save Investments on Exit |
When turned on, any changes made to the opened investments will be automatically saved when the investments are closed or the program is exited. You will be prompted to save when exiting if changes were made and this option is off. (more info) |
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Save Portfolio on Exit |
When turned on, any changes made to the open portfolio will be automatically saved when the portfolio is closed or the program is exited. Portfolio and investment data are saved independently. (more info) |
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Yields |
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Return On Investment |
Displayed yields are of the type: Return On Investment. (more info) |
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Fund Performance |
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Distributed Distributions |
Displayed yields are of the type: Fund Performance - Distributed Distributions. (more info) |
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Reinvested Distributions |
Displayed yields are of the type: Fund Performance - Reinvested Distributions. (more info) |
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Interpolation Range... |
Adjust options for interpolating prices needed for yield calculations. (more info) |
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Markers |
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Buy |
Turn on/off buy markers (small circles) |
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Sell |
Turn on/off sell markers (triangles) |
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Distribution |
Turn on/off distribution markers (X) |
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Note |
Turn on/off note markers (crosses) |
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Split |
Turn on/off split markers (I) |
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Trendline |
Turn on/off trendlines |
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Alert |
Turn on/off alert markers. View / Split Adjusted must be turned on for alert markers to be displayed. |
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Un-Specified Lots |
Turn on/off markers (bigger circles than buy markers) showing un-sold shares |
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All |
Turn on all marker types |
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None |
Turn off all marker types |
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Grid |
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Horizontal |
Turn on/off horizontal grid on graphs |
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Vertical |
Turn on/off vertical grid on graphs |
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Both |
Turn on both horizontal and vertical grids on graphs |
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Neither |
Turn off both horizontal and vertical grids on graphs |
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Skins |
recall or memorize a new skin (more info) |
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Order... |
Rearrange the investment stack. (more info) |
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Select... |
Select which investments are to be displayed on top of the investment stack. (more info) |
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Invert Stack |
Flips the order of the investment stack. |
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Revert Order |
Orders the open investments in the order in which they were originally opened. |
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Sort By |
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Value |
Sorts investment stack by decreasing current investment value. |
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% Yield |
Sorts investment stack by decreasing yields. The current yield type for the term of each displayed graph is used. |
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% Gain-I |
Sorts investment stack by decreasing %Gain-I. The % Gain-I for the term of each displayed graph is used. (more info) |
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% Gain-F |
Sorts investment stack by decreasing %Gain-F. The % Gain-F for the term of each displayed graph is used. (more info) |
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Inception Date |
Sorts investment stack by date of first investment transaction |
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Name |
Sorts investment stack alphabetically by name |
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Symbol |
Sorts investment stack alphabetically by symbol |
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Investment Type |
Sorts investment stack by investment type |
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Asset |
Sorts investment stack by asset type |
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Goal |
Sorts investment stack by investment goal |
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Currency |
Sorts investment stack by currency |
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Set Active Portfolio |
Choose which sub-portfolio to make active. (more info) |
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<Investment names> |
Select any open investment to bring it to the top of the investment stack. The investment names are listed in their order in the stack. See Keyboard Shortcuts for more investment rearranging shortcuts. (more info) |
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<Sub-Portfolio names> |
View or select the active portfolio for this graph window. (more info) |
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Cascade |
Cascades any open windows. (Graphs, Report, or Portfolio Editor) |
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Tile Across |
Tiles any open windows side by side |
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Tile Down |
Tiles any open windows top to bottom |
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Arrange Icons |
Neatly arranges any minimized icon windows |
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Next |
Moves the keyboard and mouse focus to the next window |
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Previous |
Moves the keyboard and mouse focus to the previous window |
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Close All Reports |
Closes any currently open Report windows |
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Repaint Graphs |
Redraws the Graphs window |
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<list of open windows> |
A list of all the currently open top level windows. Select any one to bring it to the foreground. (more info) |
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Contents... |
Displays this help file |
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Keyboard... |
Displays the keyboard shortcuts help topic |
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Help on Graph... |
Displays the help topic for the current graph type. (more info) |
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Purchase Information... |
Displays the purchase information help topic, which describes the details of purchasing Fund Manager. (more info) |
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Enter License Key... |
Displays a dialog box which allows you to enter the license key that you receive when you purchase. (more info) |
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Fund Manager on the Web |
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Buy Now... |
Uses your browser to take you to Fund Manager's purchase page. From there click on the "Buy Now" button. (http://www.fundmanagersoftware.com/register.html) |
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Tutorial... |
Uses your browser to take you to an online tutorial, demonstrating the basics of using Fund Manager with step by step instructions. (http://www.fundmanagersoftware.com/tutor.html) |
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FAQ... |
Uses your browser to take you to Fund Manager's page of frequently asked questions and answers. (http://www.fundmanagersoftware.com/faq.html) |
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Message Board... |
Uses your browser to take you to Fund Manager's message board. Search for answers, or ask a question. (http://www.fundmanagersoftware.com/wwwboard/wwwboard.html) |
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Check for Updates... |
Retrieves the status of the internet retrieve quote servers as well as the internet paging servers. Also reports the latest available version of Fund Manager. If a newer version of the quote module is available you will be given the opportunity to have it automatically updated. |
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Fund Manager Home Page... |
Uses your browser to take you to the Fund Manager home page. (http://www.fundmanagersoftware.com/) |
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About... |
Gives copyright, version information, and registration status for Fund Manager |
Portfolio Editor Window - Menu Commands