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Graphs not showing updated values

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

Postby Cole » Sat Mar 08, 2014 8:03 am

Hi Mark,

When selecting any of the graph options, for one particular portfolio only, the program is showing portfolio values which is stuck at the date 12/31/13. All of the reports show updated values, none of the graphs will. This only happens on one clients portfolio, did I select some option by mistake that make this happen for that particular portfolio?

Thanks
Cole
 
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Postby Mark » Sat Mar 08, 2014 9:08 am

Hi Cole,

Can you change the dates using "View / Dates..." from within the graph window, and have it display properly? For example, try selecting "Year to date".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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