Fund Manager

Hi Mark, I've been using FM since the early 90s or so. Stopped for several years then started using it again about 6 months ago. I'm pretty sure it used to save the Investment Overlay graph. Now, if I close the graph before saving/closing, I lose the selected investments I'd saved in the graph. So each time I open the graph I have to re-add the investments I want to graph. This is pretty frustrating... what's the fix? Thanks!

Hi twaw,

Select the investments you want to overlay, and then use "File / Save Portfolio". The overlaid investments are stored there as defaults. Each graph window is also capable of memorizing its own overlaid investments. If you keep a graph window open and save the portfolio, it will be re-created when you re-open that portfolio file next time.

Hi Mark, Reopening this old post, I wanted to check the following: I realise that it is possible to keep a number of graph windows open and then save them for future use, but it could be more effective to be able to save them, just like reports. I am sure that there is a reason why you have not done this, but is it something that you would envisage for future versions of FM?

Hi swisspm,

Yes, this is still something we hope to add in a future update, but we haven't done so yet. Thanks for the feedback.