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Portfolio/Investment(s) Overlay

Questions on using, creating, or understanding data in Fund Manager graphs.

Postby mpthompson » Tue May 10, 2011 8:33 pm

In the help documentation for portfolio/investment overlay graphs in FM v11.0, it states:

Usage Tips:

You may also use the arrow and page up/down keys, as well as their equivalents on the toolbar, to scroll through which investments are overlaid. The investment which has its label on the left-most side of the legend (this is the "scrolling position" in the Overlaid Investments Dialog) will be scrolled to the next/prior displayed investment.

When I use the arrow and page up/down keys, the investment in the "scrolling position" just cycles through the investments in one of my portfolios. It is unclear to me how the specific portfolio was chosen from the many I have. How do I set things so that the arrow and page up/down keys cycle through investments in other portfolios?

Thanks.
mpthompson
 
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Postby Mark » Tue May 10, 2011 9:01 pm

Hi mpthompson,

Select the active portfolio from the top level "Portfolio" menu while viewing the graph window.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby mpthompson » Thu May 12, 2011 3:38 pm

Thanks, I should have saw that.

Mike
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