Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Graph for multi-currency portfolios

Questions on using, creating, or understanding data in Fund Manager graphs.

Postby StefanE » Wed Mar 25, 2020 7:31 am

Hello,
When I create graphs like "Portfolio Value" or "Portfolio Gain" for portfolios containing assets based in different currencies the cursor shows the correct protfolio total but the actual blue graph does not. When I switch off under "View" the option "Exchange rate adjusted" the cursor and the graph show the same amounts, however the totals are now meaningless as they are not exchange rate adjusted. When the (sub)portfolio contains assets which are all based in the same currency (no matter which) all works fine.
I run FundManager Professional 2020.16.4.100 but have observed this inaccuracy for some time, also in prior versions.
StefanE
 
Posts: 2
Joined: Wed Mar 25, 2020 7:09 am

Postby Mark » Wed Mar 25, 2020 8:37 am

Hi StefanE,

Can you try turning OFF the option: "Graphs / Options / Display... / Allow Fast Exchange Rate Interpolation for Portfolio Graphs", and see if that affects this issue?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 9234
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby StefanE » Wed Mar 25, 2020 9:06 am

Hi Mark,

Yes, that has solved the issue (I had never realised that these "options" become available once a graph is generated) - thank you!
StefanE
 
Posts: 2
Joined: Wed Mar 25, 2020 7:09 am

Postby Mark » Wed Mar 25, 2020 9:14 am

Hi StefanE,

Yes, this isn't an obvious feature. To read more about why that option exists, press the "Help" button in the dialog where you set that option.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 9234
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to Graphs

Who is online

Users browsing this forum: No registered users and 1 guest

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2020 Beiley Software, Inc. All rights reserved.