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Stacked Graph

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

Postby akahrim » Sat Oct 09, 2010 10:14 am

Hi Mark...

I have 5 sub-portfolios for all my assets. I use the pie chart and stacked graph chart to visualize. I want to see entire date range from earliest to today in both graphs.

I can see and do this in the pie chart, but when I switch to stacked graph the dates for each sub-portfolio is different. I cannot get the sub-portfolios to all end in today's date?

I have tried the date commands in the dialog box but to no avail.

Any suggestions on how to get my stacked graph to show entire date range for my 5 sub-portfolios.?

Thanks
AK
akahrim
 
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Joined: Sun Oct 28, 2007 12:18 pm

Postby Mark » Sat Oct 09, 2010 6:42 pm

Hi AK,

Use "View / Dates..." while viewing the graph in question. Select "Earliest transaction to date", and "Apply Changes to All Sub-Portfolios", and "Re-calculate pre-defined range for each sub-portfolio". Press OK, and then "File / Save Portfolio".

Each sub-portfolio has its own settings for date range when plotting portfolio based graphs. These date ranges are memorized for any open graph windows in your portfolio file.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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