| In this example the
Cost - Price graph
type is selected under the Graphs menu.
This is an
investment based graph type. There are
also many
portfolio based graph types. To change the
graph type for this window select a new graph type from
the Graphs menu. To create a new Graph
window select Graphs / New Window.... The
number of displays in this example is set to 4.
You can change this to 1, 4, or 9 with the toolbar
buttons (notice 4 is selected now), or under the View
/ Number of Displays menu. The "legend" is
user-adjustable and is displayed in the upper/left
corner of each graph, showing the graph type and the
ending share price and cost per share.
Yields are being
displayed in yellow text above each graph. The
share price for this graph type is drawn in light blue,
while the out of pocket cost per share is drawn in
green. In the title of the window you can see the
active portfolio is "Master Portfolio".
Markers are also
being displayed. The yellow X's are distributions.
Red circles are purchases. The larger green
circles are un-specified lots. The white triangles
are redemptions. The dark green capital I (eye)
bars are splits, and the purple cross is a note marker.
The Dow Jones graph is also displaying a dark blue
trendline.
Control which markers are displayed with the Options
/ Markers menu commands. As you move your
cursor over any marker, information on that marker will
be displayed in the status bar. You can right
mouse click on any marker to perform operations on it,
such as editing the associated transaction.
Cursor snap is
currently on, and you can see the small white box on the
cost line in the Disney graph on 5/3/2006. The
position of this snapped cursor is displayed in the
status bar, in the 2 right-most panes. It is
displaying the snap position at 5/3/2006 and a cost of
$20.00. The current date/time is also displayed in
the status bar (8/30/06 at 11:07 in this example).
You can customize the
graph type, fonts,
colors, date range,
vertical scale,
display
preferences, graph
options, or any of several other options available
from the menu.
Choose which investments are displayed on the investment
based graphs under the Investments menu.
Set the active portfolio under the Portfolio
menu. You can scroll through the
investment stack with
keyboard shortcuts
or the toolbar buttons.
You can quickly zoom or pan using keyboard and
mouse shortcuts.
Additional graph features are available in the
Advisor version.
Graphs can be copied as
images to the clipboard, for publishing to clients.
See Edit / Copy to Clipboard. Graphs (as
well as reports) can be emailed to clients using the
Send By Email Dialog,
or printed in
bulk for each client.
See Also:
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