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Pie chart - order by name

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

Postby rudolfr » Sun Jun 21, 2020 6:55 am

Hi there,
When I create a pie chart of my asset allocation, the graph automatically lists on the right hand side all asset types ordered by their weight in the portfolio. The asset types that represent a larger share of the the portfolio appear on the top and the ones that represent a smaller shares appear on the bottom.
I wonder if there is a way to re-order this list of asset types by alphabetical order. I would prefer to see, for example, "FI: Low-Moderate" side by side with "FI: Medium Moderate", even if they have very different weights in my portfolio.
Best regards,
rudolfr
 
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Joined: Sun Jun 21, 2020 6:42 am

Postby Mark » Sun Jun 21, 2020 7:45 am

Hi rudolfr,

Yes, you can do this. Right mouse click on the graph, and choose "Graph Options / Display..." and turn OFF the option: "Sort Pie Chart Slices by Value". When this is off, the asset allocation pie chart will display the slices in the order you choose under "Options / Category Labels...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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