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Default graph date range

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

Postby jb3 » Fri Nov 20, 2009 8:06 am

Is it possible to establish a default date range for all graphs, say the past 12 months, so that every time a graph opens, the graph displays the default range?

Thanks.
jb3
 
Posts: 18
Joined: Thu May 14, 2009 7:39 am

Postby Mark » Fri Nov 20, 2009 9:41 am

Hi jb3,

Yes. Select "View / Dates...", and enter the date range you want. Check the option "Apply Changes to All Open Investments" and "Use Same Dates". Now, all investments will be graphed for this date range.

Please note, graph settings are associated with a particular graph window. If you close a graph window, the settings for that window are gone. If you re-create a new graph window, you will get the default settings.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby jb3 » Fri Nov 20, 2009 12:23 pm

Thanks for your reply, Mark

Mark wrote:If you re-create a new graph window, you will get the default settings.

Can I change these default settings, so that every time I open a graph window, I see my preferred date range?
jb3
 
Posts: 18
Joined: Thu May 14, 2009 7:39 am

Postby Mark » Sat Nov 21, 2009 10:58 am

Hi jb3,

Sorry, no. A new graph window will set its settings based on this algorithm:

1) If another graph window exists, the new window will be initialized with the same settings as that existing graph window.

2) If there is no existing graph window, the date ranges default to full history.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11601
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby jb3 » Sat Nov 21, 2009 11:07 am

Thanks again, Mark.

Once I set a graph window to the date range I want, I won't close the window when I open another portfolio. So far as I can see, that maintains the settings I want for the new portfolio.
jb3
 
Posts: 18
Joined: Thu May 14, 2009 7:39 am


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