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Requested new features part II

Comments, critical feedback, praise, or suggestions for new features.

Postby asgard60 » Tue Jan 01, 2008 11:27 am

Also,

I would like to be able to graph the following (maybe it is already possible, but i have not figured out how to do it)

I want to graph the following:

1) Net contributions per year (ex bar graph for 2005, 2006, 2007 etc)
2) Portfolio value per year (ex. bar graph for 2005, 2006, 2007 etc)
3) profit in $ and % per year (ex. bar graph for 2005, 2006, 2007 etc)

Can you please comment on the availability of these graphs??

Thanks and Best Regards,

Jeanette
asgard60
 
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Postby Mark » Tue Jan 01, 2008 12:11 pm

Hi Jeanette,

1) You can view this in a line graph (not a bar chart). Take a look at the "Portfolio Cost - Value" or "Cost - Value" graphs. The first one is portfolio based, and the second is investment based. These graphs overlay the current market value with your out of pocket invested dollars versus time.

2) See the "Portfolio Value" graph. This is a line graph again, not a bar graph.

3) You can see this in $ with the "Portfolio Gain" and "Gain" graph types. We don't have a % version of these graphs, but if you look at the "Cost - Value" versions instead you can visually see these percentages. The difference between the cost and value lines is the gain/loss.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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