Stacked Value - Tax Status Graph

 

This graph type stacks the tax-free and taxable market values on top of each other.  The value of all investments with the same "tax-free" status are lumped together.  The sum of both stacked sections is the total portfolio value.  This graph shows the relative size of each tax-free status within the portfolio. This is the equivalent of the Tax Status - Pie Graph drawn versus time.  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 tax-free status item under the cursor on the pointed to date.  The tax-free 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.

 

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.

 

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

Tax Status - Pie Graph

Changing Date Range

Changing Vertical Scale

Mouse Commands

Keyboard Shortcuts

Display Options Dialog

Investment Properties - Other Dialog

Portfolio Properties Dialog

Cursor Types

 


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