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Sector Graph Legend Sorting

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

Postby B2B_Investing » Sat Jul 05, 2014 2:50 pm

Aloha Mark,

I am a relatively new Personal FundManager user and am very happy with the software; my apologies if this has been answered already, but I could not find it in a search of the message board.

It appears that, by default, the asset class mix graph legend sorts based on value. There is a "Sort Pie Slices by Value" option under Graph options -> Display. Unchecking it will sort the asset categories alphabetically which is desired.

How does the Sector graph sort when this is unchecked? I was expecting alpha, but it maybe doing something else.

Jason
B2B_Investing
 
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Joined: Wed Mar 19, 2014 8:44 am

Postby Mark » Sun Jul 06, 2014 1:02 pm

Hi Jason,

When not sorting by value, they are sorted by the order of their definition under "Options / Category Labels...". Not, you can order them in any order you want using the "Move Up/Down" buttons. You can also right mouse click on the list of categories, and choose to sort them alphabetically.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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