Re: Relative % Graph
[ Q3 01 - Q1 03 Archive ]
[ Current Message Board ]
[ Archives ]
[ Search ]
Posted by Bob Chaphe on December 06, 2002 at 19:06:37:
In Reply to: Re: Relative % Graph posted by Mark on December 06, 2002 at 07:17:24:
: : : : Mark
: : : : If it's in help, I didn't see it..sorry!
: : : : Is there a way to have all open symbols graphed on Relaive % basis.
: : : : *The user defines the time period
: : : : *All open symbols start at zero % gain/loss for the period specifed
: : : : *The % Performance results for each symbol on their "relative graph" can be compared to all others that are open.
: : : : Thanx & Nice Job on the Upgrade!
: : : : Bob
: : : Hi Bob,
: : : There are 2 options here. First, you can use one of the 'Investment
: : : Overlay' graph types. This will put all overlaid investments on the
: : : same graph, and plot their prices, normalized to the starting graph date.
: : : The second option is to scale each graph individually. You can use the
: : : new command "View/Scale.../Use Largest Relative Min/Max for All Investments"
: : : to scale all the graphs to the same relative amount. From within this
: : : dialog you can choose the "Help" button for a more detailed explanation
: : : of the scaling options.
: : : Thanks,
: : : Mark
: : : --
: : : Mark Beiley
: : :
: : : Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
: : : /XP
: : :
: : Mark
: : I tried that before & the screen comes up blank.
: : Is there a way "convert" open symbols price (NAV) to a % performance over the period viewed relative to each other on their individual graph?
: : If you had 10 open symbol graphs, arrow down to each one, showing the % gain/loss, starting at zero for the period displayed.
: : Bob
: Which method did you try that came up blank? Did you specify your investments
: to overlay under "Graphs/Options/Overlaid Investments" if you used the
: Investment Overlay graph type? The investment overlay graph type does what
: you are describing, but on a single graph. To do this on each of their own
: graphs you can use the 'View/Scale...' command I described above. If some
: investments have a really large movement, this can cause some of your other
: investments with smaller movement to get graphed towards one extreme or the
: other in their own graph. They are all plotted on the same relative scale, so
: if investment A changed from 1 to 100 during the same time period investment
: B changed from 1000 to 1001, the scale for investment A would be set to
: 1 -> 100 and investment B would be from 1000 -> 100,000 (both set for a 100X)
: increase from their starting value). This would make B look relatively flat
: at 1000, which it was compared to investment A.
: Mark Beiley
: Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
The Overlay is very good when you're looking at 5-8 symbols, but if your trying to look at 20+ symbols (e.g., ETFs), the single chart is busy.
Maybe on your next Beta, you could make each "symbol page" relative to zero [or 100] (as a Vertical/Graph-Option). This would eliminate the "flat" graph you mention above.
It would make the "page-by-page visual experience" relative to all symbols & visually comparative.