Re: Plot comparison from different portfolios

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

In Reply to: Re: Plot comparison from different portfolios posted by Mark on January 16, 2003 at 19:16:52:

: : : : 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
:

Right, Mark. Sorry to clog up the message board with stuff I should already know. I had been using "value" instead of "price+dist" or "NAV+dist", whatever it is. Thanks again for answering this newbie's questions.
/Marden

Replies: