Creating an "adjusted graph"

[ewlang]

How can I create an "adjusted graph" based on exposure?

For instance, in my one portfolio I have 70% cash and 30% equities, so it looks as if I am trailing the S&P by a large amount. What can I do to adjust this? Thank you!

[Mark]

Hi ewlang,

Which graph type are you looking at?

Are you asking to overlay just the equities in your sub-portfolio with the index, and not your whole account sub-portfolio? If so, you would need to separate your existing sub-portfolio into 2, one with your equities, and one with your cash, so you can choose to overlay just the equity sub-portfolio. You could do something like this:

Code: Select all

- Master Portfolio
  - My Account 1
    - Equities
    - Cash

You can do this sub-portfolio management from within the Portfolio Editor window.

[ewlang]

Thank you! If I have them separated like this and add another equity, will it still automatically take from cash to pay for the investment? Thanks again

[Mark]

Hi ewlang,

Yes, it will. You would just set your "Default Cash Account" at the "My Account 1" sub-portfolio level in that example.