Stacked value as percent?

[mahe79]

The "Stacked Value - Investment" graph displays the relative size of each investment within the portfolio. Is there some way I can display the y-axis as percentage instead of value? This way I could get a more clear picture of actual changes to the allocation, since the total portfolio value changes and distorts the picture in "Value"-mode.

[Mark]

Hi mahe79,

Interesting idea. No, this isn't currently a feature. A graph like this would be flat at the top, since it would always total 100%. Essentially it would look the same, but it is vertically stretched/compressed to end up being flat (100%) for the total. Is that what you're looking for? Actually, I guess it would be easier to view, in that it would subdue the effects of deposits/withdrawals.

[mahe79]

That's exactly what I mean.

I currently retrieve the asset allocation in percent by using reports and graph the result in a seperate Excel-document. This way I get asset allocation versus time, but I only do it on a monthly basis.