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Lock Graph Windows

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

Postby gmow » Mon Oct 06, 2025 7:08 am

I have multiple graph windows open (e.g., pie charts and a share price chart). I use an editor window to select data.

The Issue: If I accidentally click a graph window (like a pie chart) that isn't the intended target (the share price chart), a subsequent selection in the editor updates the *wrong* graph. This happens because it's hard to tell which window is currently active.

My Requests:

1.Window Lock: Is there a way to **lock a graph window** (e.g., a pie chart) so it ignores data selections from the editor?
2.Undo Feature: Is there an **undo option** to revert the last unintended update to a graph window?

Please advise on solutions or workarounds.
gmow
 
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Postby Mark » Mon Oct 06, 2025 10:16 am

Hi gmow,

Okay, thanks for the feedback. There is no lock feature like this, so I don't really have any workaround to suggest on this. The only "undo" feature in graphs is when you do a mouse zoom. You can hit the 'u' key on the keyboard to undo a mouse zoom. There is no undo option to revert the investment stack scroll position on a graph window.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby Djobydjoba » Mon Oct 06, 2025 10:24 am

Hi gmow,

Maybe a solution/workaround: you could activate the graph option "Prefer to Open Graphs in New Window" so your current open graph windows won't be altered.
Djobydjoba
 
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Postby gmow » Mon Oct 06, 2025 11:50 am

Djobydjoba wrote:Hi gmow,

Maybe a solution/workaround: you could activate the graph option "Prefer to Open Graphs in New Window" so your current open graph windows won't be altered.


Thanks, I'll give it a try
gmow
 
Posts: 43
Joined: Wed May 01, 2019 7:27 am

Postby gmow » Tue Oct 07, 2025 10:42 am

Djobydjoba wrote:Hi gmow,

Maybe a solution/workaround: you could activate the graph option "Prefer to Open Graphs in New Window" so your current open graph windows won't be altered.



When using this option anyway to have graph pre-configured
Share Price + MA Overlay
gmow
 
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Postby Djobydjoba » Tue Oct 07, 2025 11:08 am

No... I think FM uses the graph type of the last active graph window or, if no graph window is currently opened, it opens with the Share Price graph type.
Djobydjoba
 
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Postby AssetHound » Thu Nov 13, 2025 11:07 am

Two thoughts. It would actually be nice to be able to lock a graph and settings. I have one that shows up on the bottom of my screen -- editor on top -- that I use to track portfolio performance versus indexes. I can't tell you how many times I've hit something and the graph either disappeared or changed settings and overlay investments. Once I had to go to my backup copy and start over.

This one chart is extremely helpful; otherwise, I use a dedicated charting package but is separate software.

Second, to get the chart of my indexes on the same chart as my portfolio, I created a new portfolio called "Indexes." I had to put in 1 share but since it is separate from my real portfolios, the value doesn't get added to summary reports of portfolios. It's entirely possible that I missed something, but I can't seem to add indexes without creating a portfolio for them. Is that correct? Thanks.
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Postby Mark » Fri Nov 14, 2025 2:11 am

Hi AssetHound,

Thanks for the feedback.

All open investments must belong in some sub-portfolio, so it is very normal to create a new sub-portfolio for your indices. It is not necessary to own shares, but it really doesn't hurt either since they are in a separate sub-portfolio, outside your accounts.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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