Stacked Value - Sub-Portfolio Graph

 

This graph type stacks one sub-portfolio's value on top of another. Each section in this graph is a sub-portfolio, and if there are any investments in the active portfolio, these are lumped into a common section of their own.  The sum of all the stacked sections is the total portfolio value. This graph shows the relative size of each sub-portfolio within the portfolio. This is the equivalent of the Sub-Portfolio - Pie Graph drawn versus time. The status bar will be updated with the name of the sub-portfolio currently under the cursor. The date and value pointed to by the cursor will be shown in the bottom right status bar panes. If the cursor is turned off then this date/value will be where the cursor is pointing. If a cursor is on, then the value will be the value of the sub-portfolio under the cursor on the pointed to date. Sub-portfolios can be edited using the Portfolio Editor.

 

Use the option Graphs / Options / Normalize to scale each stack so that the total is 100% on each plotted day.  This removes the variation of total portfolio market value from the plotted height, to more easily see the allocation percentages with the portfolio.

 

When there are too many stack sections to fit in the legend, use the arrow/page/home/end keys to scroll the legend.  Left mouse click on any section to create a report detailing the sub-portfolio associated with that section.

 

Use Options / Colors... to edit the colors of the stacked value graph.  The stack segments use the "Pie Slice (1-100)" colors.

See Also

About Graphs

Changing Date Range

Changing Vertical Scale

Mouse Commands

Keyboard Shortcuts

Display Options Dialog

Portfolio Editor

Cursor Types

 


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