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Net investment graph

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

Postby Traveller » Mon Oct 02, 2017 4:15 pm

Hi,

I'm looking for graph showing current value and net investment, is there a graph for that (FM 2014.13.8). So if I don't add or remove any funds from the account, the net investment line should stay flat even after multiple purchases and sales.

thanks
Traveller
 
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Postby Mark » Mon Oct 02, 2017 4:43 pm

Hi Traveller,

Yes. We have both a "value" based version of this, as well as a "price" based version. See:

Graphs / Cost - Value

and

Graphs / Cost - Price

You can also use "Graphs / Gain" which is plotting the delta between value and cost.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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