Tax Status - Pie Graph

 

With this graphing option selected a pie chart will be displayed. The pie chart will show the relative size of tax-free and taxable market value within the selected sub-portfolio.

 

Each investment has a tax-free property. This property can be edited at the investment level with the Investment Properties - Other Dialog, or at the sub-portfolio level with the Portfolio Properties Dialog.

 

The legend displays each tax status's percentage of the total portfolio value.  Hover your mouse over a pie slice to display additional information about that slice in the status bar.

 

Notes on colors:  Use Options / Colors... to edit the colors of the pie chart.  The pie slices use the "Pie Slice (1-100)" colors.  The text above the pie chart, and the labels for each pie slice use the color "Yield Text".  The percentage labels use the color "Axis label text".

See Also

About Graphs

Stacked Value - Tax Status Graph

Changing Date Range

Display Options Dialog

Investment Properties - Other Dialog

Portfolio Properties Dialog

 


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