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Change in Value display

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

Postby unter » Fri Dec 27, 2019 2:32 pm

On the graph when you update prices normally it shows the change in value since the last update.

In the last few days on some, but not all, of my portfolios it is not showing the change. It is still updating the value though, just not showing the change.

If I go to a report and select the last couple of days I can see a change in value.

I have tried closing the graph and reopening but still doesn't seem to work.

Any thoughts?

Thanks.
unter
 
Posts: 3
Joined: Tue Dec 16, 2014 8:04 am

Postby Mark » Fri Dec 27, 2019 4:11 pm

Hi unter,

What is the ending date of your graph? If you right click on the graph and choose "Graph Options / Legend Text...", what does it show for your graph type? What graph type are you looking at?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 9981
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby unter » Sat Dec 28, 2019 7:25 am

Got it. Thanks for the quick reply. I had the end date set to 12/31 "Current Year" When I should have picked "Year to Date." Works as expected now.
unter
 
Posts: 3
Joined: Tue Dec 16, 2014 8:04 am


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