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Monthly Dividend chart for Investment

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

Postby cricketbunty » Mon Sep 05, 2022 8:17 am

Hi Mark
How do I build a Chart which shows Monthly/Qtly dividend chart for each investment. I do see the portfolio dividend chart but not at the investment level.
Thanks
cricketbunty
 
Posts: 14
Joined: Mon Mar 18, 2013 5:48 am

Postby Mark » Mon Sep 05, 2022 3:32 pm

Hi cricketbunty,

There isn't a graph of income schedule on an investment basis. You can use an Income Schedule report, which lists each investment's income. You can also quickly create this report from the Income Schedule graph by clicking on any bar, and the report for that time period will be created, so you can see the breakdown.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11354
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby cricketbunty » Mon Sep 05, 2022 5:30 pm

Thanks Mark
Is the Investment level dividend chart on your list of additions for a future release? Feel like it will be good to see how dividends have increased over a period of time for a particular investment and the associated current dividend yield. Yes, agreed one can create a report but it is easier to read the data visually in a chart.
thanks for your consideration.
cricketbunty
 
Posts: 14
Joined: Mon Mar 18, 2013 5:48 am

Postby Mark » Tue Sep 06, 2022 7:43 am

Hi cricketbunty,

Okay, thanks for the feedback. We can consider this for a future update.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11354
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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