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Asset allocation Pie Chart

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

Postby jrstewart3 » Mon Nov 27, 2017 1:08 pm

I am a new user and just licensed the demo (personal) version.

I loaded one brokerage account and was able to view an asset allocation pie chart.

Iwas was able to ass a number of brokerage and retirement accounts and everything looks like it has been pulled in.

However, Asset allocation pie chart gone, just black page?

Need help on where to start. I dont think I i changed anything.

Thanks, John
jrstewart3
 
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Postby Mark » Mon Nov 27, 2017 2:24 pm

Hi John,

Select "Graphs / Pie Chart / Asset Allocation". From the top level "Portfolio" menu, select the sub-portfolio you want graphed. If you don't see anything, make sure "View / Graphs" is checked.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby jrstewart3 » Mon Nov 27, 2017 3:13 pm

Thank You, making Progress!
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