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Is there a way to graph % Gain Investment over time?

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

Postby TudorP » Fri Dec 20, 2019 12:27 pm

% Gain Investment is really valuable in reports - is there a way to graph it over time?
TudorP
 
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Postby Mark » Sat Dec 21, 2019 5:49 am

Hi TudorP,

You can graph percentages for an investment's performance with the "Investment Overlay" graphs. You can graph percentages for a portfolio with the "Portfolio/Investment Overlay / Price + Distribution" graph.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby TudorP » Tue Dec 24, 2019 7:01 am

Thanks Mark, yes I tried that. My issue is that the return the Portfolio.Investments Overlay graph shows a way higher return than any of my report metrics (%Gain-I, %Gain-F, ROI) for any period selected. What could be causing this?

Tudor
TudorP
 
Posts: 4
Joined: Tue Dec 14, 2010 6:27 am

Postby Mark » Tue Dec 24, 2019 7:12 am

Hi Tudor,

Which graph exactly are you using? Is the issue with a portfolio, or investment? Are you comparing the same date range? If you are using the "Portfolio/Investment Overlay / Price + Distributions" graph, are you using this option:

Allow Fast Portfolio "Price" Calculation for Price + Dist. Overlay Graph
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 9972
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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