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% Change in Price

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Postby Septaj » Wed Oct 28, 2009 7:54 pm

Hello -

When viewing the NAV graph we see the change in value for the price in $. It really would be very helpful were FM to include the % change in price as well.

Rather easy for your whizzes to implement & hugely helpful for your users.

Best regards.
Septaj
 

Postby Mark » Thu Oct 29, 2009 8:21 am

Hi Septaj,

Good point, that would be a good option to add. You can customize the legend text currently, so this would be a good additional field to make available here.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 11772
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Location: Chandler, AZ

Postby Septaj » Thu Aug 18, 2011 4:44 pm

Thanks Mark.

Is this option available now?
Septaj
 

Postby Mark » Thu Aug 18, 2011 6:18 pm

Hi Septaj,

Yes, this was added into 11.0. See "Graph Options / Legend Text..." and insert the field EGRAPHVALPERCCHANGE.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11772
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Septaj » Fri Aug 19, 2011 12:26 pm

Great!

The % change is currently displayed NAV against what value.

Is FM retreiving today's opening or yesterday's close with which to make this calculation?
Septaj
 

Postby Mark » Fri Aug 19, 2011 1:36 pm

Hi Septaj,

It is the % change in the data point plotted for the ending graph date, relative to the prior date. If you are on the NAV graph, this is the change in share price. The share price comes from the quote server. You can see your recorded closing prices in the Data Register under the "Prices" data type. This is what is being plotted.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11772
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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