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Risk/Reward Scatter Diagram Possible?

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

Postby Larry Tripp » Wed Dec 21, 2022 1:03 pm

Newby here. Just getting started with trial version to see if it will do what I want and possibly replace Quicken.
I want to use Fund Manager to create risk/reward scatter diagrams for my accounts. Specifically, Std. Deviation vs. 5 yr return. I thought I saw on the website where this was possible, but I am not finding anything that leads me to something like it.
Is it possible to create such a report/graph?
If so, how might I do it?
Thanks in advance.
Larry Tripp
 
Posts: 1
Joined: Wed Dec 21, 2022 12:56 pm

Postby Mark » Wed Dec 21, 2022 2:11 pm

Hi Larry Tripp,

Yes, this is available in the Professional and Advisor versions (not Personal). See the graph:

Graphs / Risk/Reward Scatter

You can generate this graph by investment, asset type, sector, goal, investment type, symbol, or sub-portfolio. You can see some example risk/reward scatter plots and more details here:

https://www.fundmanagersoftware.com/ris ... atter.html
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Location: Chandler, AZ


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