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Re: Initial Value for Port/Invest Overlay Graphs in v5.0

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Posted by Mark on January 04, 2001 at 18:42:01:

In Reply to: Initial Value for Port/Invest Overlay Graphs in v5.0 posted by Danny on January 04, 2001 at 17:16:27:

: Hi Mark,

: Received the note about v5.0 and immediately downloaded both personal & pro versions. Installed each into separate directories from FM v4 so I can evaluate all three. No installation problems on Win2000 machine with ie5.5 SP1 EXCEPT it seems to look for an Office Server Extensions file during install. I cancel out of this and setup seems to continue OK. (I have Office 2000 installed on the machine if that helps).

: One immediate thing I have noticed is that in FM4 there is an option under Options -> Preferences -> Other that lets me set the Initial Value for Portfolio/Investment overlay graphs. I always have this set to 100, since I like to compare my portfolio's *relative* performance with various stock market indices as well as individual stocks.

: In both FM5 and FM5 Pro, this option has been removed! I have looked in all places for it but cannot find it. Please tell me this is an oversight and you'll put it back in!!!

: Thanks,
: Danny

Hi Danny,
This option was taken out, as it is no longer needed. This was an
intended improvement. Now, the actual portfolio value is plotted, rather
than the hypothetical portfolio value with the starting value you specified
($100 in your case). The investments or indices you choose to overlay with
your portfolio will be plotted with a hypothetical value. They will all
start off at the same value, and whenever you take money in/out of the
portfolio, the same is taken in/out of the hypothetical investment value.
Previously, both values were hypothetical, now it is just the overlaid
investments with the hypothetical value. Please see "Help/Help on Graph"
from within this graph type to read more of a description.

Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

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