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Graph Legends

General questions about using Fund Manager that do not fit into any other forum.

Postby mtuscan » Fri Oct 16, 2009 5:50 am

Love your FM. I've been using it for YEARS.
I have customized the legends on graphs, but I cannot figure out how to get TAX COST to display. I think I understand 'cash' and 'historical' cost, but I want to display TAX cost. I do not see - or recognize a tag for this.
Keep up the great work. :D
Mike
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Postby Mark » Fri Oct 16, 2009 7:47 am

Hi Mike,

Thanks for the compliment, and your support of FM.

Unfortunately, you cannot add "Tax" cost basis to graph legends. All the cost figures available for the legend are of the Out Of Pocket (OOP) variety. It would be good to expand the choices available here.

As you are probably aware, you can get your tax cost basis either in the Portfolio Editor window or from a Custom report.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby mtuscan » Sat Oct 17, 2009 5:35 am

Mark,
Thanks for the quick reply - as always before.
Maybe the FM Gods will smile on me with this tag sometime in the future!!
Keep up with the great s/w.
Mike
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