Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Re: Plot comparison from different portfolios

[ Q3 01 - Q1 03 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by Mark on January 16, 2003 at 19:16:52:

In Reply to: Re: Plot comparison from different portfolios posted by Marden H Seavey on January 16, 2003 at 13:32:55:

: : : I would like to compare investments from two different portfolios on one plot. Is it possible to plot across portfolios on one graph, in other words?
: : : Thanks.

: : Hi Marden,

: : Yes, you would do this by opening both the investments you want to compare.
: : Investments can belong to any number of portfolios. You can also just
: : open any investments you want, regardless of what portfolio they are in.
: : So, to compare 2 investments, just use "File/Open Investment(s)..." and
: : select these 2 investments, and then they will both be open. You can then
: : overlay them, or compare them however else you wish. If you plan to compare
: : these often, you can even set up a new portfolio with these 2 investments,
: : and just open the portfolio when you want to compare them.

: : Thanks,
: : Mark
: : --
: : Mark Beiley
: :

: Thanks Mark. The overlay I had in mind, though, was two curves on one plot without adding them. When I use the overlay, I get the two added together.
: I can display the two side by side on separate screens, but I can't plot both of them on one screen. Is this right? Or am I confused here? Thanks.

: Marden

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

Hi Marden,

You can overlay them on the same plot, without adding them, by using the
"Graphs/Investment Overaly" graph types. When using these graph types
you can select which investments to overlay with the "Graphs/Options/
Overlaid Investments..." command.

These graph types will plot the normalized price or price+dist or each
investment. The price is normalized to the value on the starting graph date.

Thanks,
Mark
--
Mark Beiley

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



Replies:



FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy