Re: graph pie slices

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In Reply to: Re: graph pie slices posted by Mark on April 22, 1999 at 22:36:23:

I'm a layman with respect to finance and computers but have used FM 3.x for years without a hitch and I love it. In fact, it is my only financial tool. I'll try to explain in more detail what is happening after I downloaded version 4.0.

I have historic data for 48 securities in a portfolio called "ALL.mm4". There are no other portfolios or data. The price, value, overlay and other graphs seem to display properly and I can print out reports on value of the portfolio correctly. I'm only having trouble with the pies.

For example, the graph/pie/value shows a pie with three quadrants in solid colors, grey, blue and orange, each at about 1/4 of the pie. As I cursor around in each quadrant, however, I am reading out a number of different stocks and their correct percentage in the bottom bar. In other words where I have three slices, there should be 41. The fourth quadrant properly displays 7 slices: yellow, purple, dark grey, red, pink, green and black, with the correct designations. (The text at the right of the pie is also OK.)

The Asset Allocation pie is displayed with 5 slices, blue, pink, green, brown and pale blue. The blue reads as 57% common stocks, which is correct. Likewise, the green (10% money market) and the brown (7% treasuries) is o k. But the pink slice subsumes about 7 different asset types under one solid color.

The Investment Goal pie is almost correct. It shows 2 slices, 64% Growth and 17% Income, which is o k. But the third slice contains 3 categories under one solid orange.

: : : It is not so simple, Mark. I own 48 stocks but they are represented by 9 slices, i e, some slices contain several stocks, but all one color (I can't discriminate between them, although they read correctlly on the bottom bar as I cursor around the pie.)

: : :
: : : : : I recently upgraded to Fd Mgr 4.0 from 3.x on an IBM/P3 computer. Although the number of slices is set at 100, all pies have only about 10 slices.

: : : : : What's wrong?

: : : : The pie slice setting is just a "maximum" that
: : : : the pie charts will display. Depending upon the
: : : : pie chart type and what investments you have
: : : : open you may very likely have fewer displayed.

: : : : Thanks,
: : : : Mark
: : : : --
: : : : Mark Beiley
: : : :
: : : : Fund Manager for Windows 3.1x/95/98/NT
: : : :
: : : :

:
: Hi John,
: Could the problem be that you are looking
: at the "Pie Charts/Symbol" graph type? This
: graph puts all investments with the same
: symbol into one pie slice. Sounds like you
: really want the "Piec Charts/Portfolio Value"
: graph.

: Thanks,
: Mark
: --
: Mark Beiley
:
: Fund Manager for Windows 3.1x/95/98/NT
:
:

Replies:

• Re: graph pie slices Mark 21:07:36 4/23/99 (3)
  • Re: graph pie slices John 17:07:42 4/30/99 (0)
  • Re: graph pie slices John 17:06:20 4/30/99 (0)
  • Re: graph pie slices John 10:28:50 4/30/99 (0)