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Investment Overlay Graphs

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

Postby Bsrr » Sun May 04, 2025 6:32 am

Pretty sure I know the answer to this question but I wanted to check as I could not find a definitive answer in the Forum. I don't see any way to "save" Overlay Graphs with the parameters/choices selected. For example, I have some REITS that I like to compare amongst themselves. Can I save that set of choices as an Investment Overlay Graph to pull up when I want - like how we save Custom Reports. Thanks.
Bsrr
 
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Postby Mark » Sun May 04, 2025 8:37 am

Hi Bsrr,

There isn't something like "Memorized Graphs", like there is for reports. (It has been on our "to-do list" for a while...) You can however memorize your graphs in a portfolio file (*.mm4). So, if you create the graph(s) you want, and use "File / Save Portfolio", the next time you open that portfolio, all the graph windows will be restored with the same settings. However, if you close a graph window, you can't easily recall it, without either re-creating it, or re-opening the portfolio file.
Thanks,
Mark
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