Portfolio value & cost/value graphs error

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Mark,

I am a long time user and advocate. I know of 4 other users I have bought your software. I am now trying to bring over my Organizations investments. My organization will purchase it's own license/register once we are past the trial period.

My problem is that the Portfolio Value graph and Portfolio Cost-Value graphs do not work properly for 2 of my 4 portfolios. I am using 3 portfolios holding at or about 43 investments in each and 1 portfolio ("Alldata")holding all individual investments, roughly 130 investments. This is considerably larger than my personal data amounts, but I hope the number of investments is not the problem.

I use the Alldata portfolio to update all investments in one operation.

2 of my portfolio's Value graphs work fine, but the 3rd and Alldata appear to be only displaying 1 investment's value. In my case a horizontal line 4/10 (first data point) to 4/19 (latest update). The most peculiar thing is that the Portfolio Value graph for Portfolio #3 and Alldata is the same graph.

What can I do to fix this. I would like to be able to quickly look at the Alldata change or each Portfolio seperately. I add that the reports appear to be working fine, just not the graphs.

Help and Thanks,
Charles

Replies:

• Re: Portfolio value & cost/value graphs error Mark 10:25:24 04/20/00 (1)
  • Re: Portfolio value & cost/value graphs error Charles Lowe III 10:53:12 04/20/00 (0)