Fund Manager
Contact Us

Re: Pie chart of original investment

[ Q2 00 - Q2 01 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by Mark on February 21, 2001 at 08:33:19:

In Reply to: Pie chart of original investment posted by Kamlesh Pandey on February 21, 2001 at 01:17:48:

: Hi
: When I go to pie chart option in graphs it gives a chart on the basis of present market value of investments. I want to get the pie chart for original amount invested in different assets categories or stocks not on their present value? Could you please tell me how can I do that?
: Similarly in the reports the asset allocation is based on present value not
: on the original invested amount. Is there any option in the custom reports where I can get the percentage allocation to different stocks on the basis of
: out of pocket investment.

: Kamlesh

Hi Kamlesh,
There is no feature to do what you're describing. The pie charts, stack
graphs, and allocation reports are all based on value for the date (range)
you specify.
You can look at your cost in other graphs/reports, like the Portfolio
Cost - Value, Cost - Value, and Cost - Price graph types, and using some
of the cost based figures in the Custom report.
This would make for an interesting new graph type(s) though. Under Pie
and Stacked we could just offer another one, labelled Cost. This could
be expanded to Gain, %Gain, Yield, or any other performance metric also.

Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00

Replies: | Search | Site Map | About Us | Privacy Policy