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"C" Hotkey while Viewing Cost - Value Graph

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

Postby B2B_Investing » Thu Apr 28, 2016 5:44 am

Hello Mark,

I accidentally keyed "C" while viewing a cost-value graph and noticed that is adjusts the Cost Line. Can you help me understand which is being toggled?

Thanks,

Jason
B2B_Investing
 
Posts: 196
Joined: Wed Mar 19, 2014 8:44 am

Postby Mark » Thu Apr 28, 2016 7:39 am

Hi Jason,

The "C" key toggles the cost option between "Historical" and "Current". See the menu command "Graphs / Options / Historical cost". In "Historical" mode your cost is since inception. In "Current" mode, it is only the cost of the currently owned shares. Consider the case:

Buy 100 shares for $1,000
Sell 75 shares for $900

In "Historical" mode, the cost of those remaining 25 shares is $100. In "Current" mode, the cost is $250.

For more of an explanation, see the documentation:

https://www.fundmanagersoftware.com/hel ... stval.html
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby B2B_Investing » Mon May 02, 2016 3:22 am

Hello Mark,

That helps a lot. I noticed that as I exited and then later reentered a position the cost could graph as negative. This helps quite a bit. Thanks,

Jason
B2B_Investing
 
Posts: 196
Joined: Wed Mar 19, 2014 8:44 am


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