Is there a way to graph % Gain Investment over time?

[TudorP]

% Gain Investment is really valuable in reports - is there a way to graph it over time?

[Mark]

Hi TudorP,

You can graph percentages for an investment's performance with the "Investment Overlay" graphs. You can graph percentages for a portfolio with the "Portfolio/Investment Overlay / Price + Distribution" graph.

[TudorP]

Thanks Mark, yes I tried that. My issue is that the return the Portfolio.Investments Overlay graph shows a way higher return than any of my report metrics (%Gain-I, %Gain-F, ROI) for any period selected. What could be causing this?

Tudor

[Mark]

Hi Tudor,

Which graph exactly are you using? Is the issue with a portfolio, or investment? Are you comparing the same date range? If you are using the "Portfolio/Investment Overlay / Price + Distributions" graph, are you using this option:

Allow Fast Portfolio "Price" Calculation for Price + Dist. Overlay Graph