Overlay multiple master ports

[Dennis]

I have several Master Portfolios I would like to overlay.

When the Overlaid Portfolio option is selected I only see the one master portfolio. Is there a way to do this? Thank you.

Great software!

[Mark]

Hi Dennis,

You cannot overlay different sub-portfolios from separate portfolio files (*.mm4). This is a reason why it is usually best to only have a single portfolio file, and have sub-portfolios within that one portfolio file. You can easily combine them now, into something like this:

Code: Select all

New Master Portfolio
  - Prior Master 1
  - Prior Master 2

You only have 1 top-most sub-portfolio, but you can have as much hierarchy underneath that as you want. We have a tutorial that shows how you can combine separate portfolio files into a single one with sub-portfolios. Please watch this:

http://www.fundmanagersoftware.com/tuto ... video.html

[Dennis]

Excellent video. It did the trick.

Question: since some of the portfolios can be wildly different in value, is there a way to 'normalize' them, so to speak, so when I overlay them I can see relative performance. Right now I have one portfolio at the top of the chart and the other hugging the bottom due to large differences in portfolio values.

[Mark]

Hi Dennis,

If you use "Graphs / Portfolio/Investment(s) Overlay / Price plus Distributions" this is a price based graph that plots a calculated portfolio price plus distribution for each selected portfolio for overlay. The starting point defaults to 100.0, so all portfolios are normalized to the same scale, unlike value based graphs.