Portfolio gains as percentage

[oyz79]

Is there a way to graph portfolio value gains as a percentage on the Y-axis?

[Mark]

Hi oyz79,

You could use the "Portfolio/Investments Overlay / Price + Distribution" graph. This will plot a hypothetical portfolio price plus distribution for your selected portfolios. The price starts at 100, so you can easily see the percentage increase/decrease.

[dickriv]

Hi Mark,

I like to use the Graphs/Investment Overlay/price distributions to view how various investments perform over different periods. Ideally you want all investments to start at 100.
BUT as I change beginning dates, sometimes several of the investments start at 100.5 or 101.5 or 101. Have any fix?

Dick

[Mark]

Hi Dick,

This is the intended operation. This graph type is inclusive of gains/losses on the starting graph date. So, for example, if you start the graph on 1/1/12, the 100 point is the morning of 1/1/12, which is the same as the close of 12/31/11. The first plotted point is at the close of 1/1/12, inclusive of changes from the close on 12/31/11 (starting point on 1/1/12) through close of 1/1/12.

[dickriv]

Mark,
I understand - but ALL graphed investments should start at 100 when I am looking at the period, say from 1/6/12 to 2/21/12. Some start at 100.5, 100.3, 101 -- makes it difficult to compare performances without subtracting the error in the starting point.

Dick

[dickriv]

Mark - nevermind. just re-re-read your comment. I get it.
Thx

Dick