display index (S&P) DJI etc vs. Portfolio

[david]

Hi
wonder if could graph a portfolio vs an index to compare returns?
thanks
David

[Mark]

Hi David,

Yes, you can. We have a sample of this here:

http://www.fundmanagersoftware.com/imag ... verlay.gif

You would use the "Portfolio / Investment(s) Overlay" graph type. Set up the indices you want to compare against, as their own investments. Then, you can select these investments, and your portfolio to overlay. See "Graphs / Options / Overlaid Investments... and Overlaid Portfolios...".

[david]

thank you
David
PS
If I want to remove the selected index, how do I do it?

[Mark]

Hi David,

Just un-select the index you want to remove in "Graphs / Options / Overlaid Investments...".

[david]

thank you Mark
David

[k_kirk]

Mark,

Allow me to jump in with another related question. When I set up DJI I chose Index as the investment type and chose USD as the currency. My base currency is not USD so when I'm in the Exchange Rate Adjusted view the DJI is shown with the adjustment applied. The Index should not change whether I am looking at the exchange rate applied view or otherwise. Suggest for an investment of type Index the currency is ignored.

Or, is there another way to achieve what I'm after? Thanks,

KK

[Mark]

Hi k_kirk,

If you are comparing an index in USD against your portfolio in another currency, and you have 'View / Exchange Rate Adjusted' on, it seems you would want the USD index converted to your default currency for comparison. If you prefer it to not adjust with this option, you can change its currency assignment to be your default currency.