Cursor Marker Gravity (Pixels)

Portfolio/Investment(s) Overlay - Price + Dist. Starting Price

Adjust the starting price for the Portfolio/Investment(s) Price + Dist. Overlay graph.

Maximum Number of Slices in "Pie" Graphs

The maximum number of pie slices that Fund Manager will draw when displaying the pie graph types.  A valid number is between 2 and 100, inclusive.  If there are more pie slices than the maximum pie slice setting, the additional values will be lumped into an "Other" pie slice.

Number of Y Axis Labels for Upper Graphs
Number of Y Axis Labels for Lower Graphs

Control how many Y axis labels will be used when displaying your graphs. The upper graph controls the number of labels for all graphs with Y axis labels. The lower graph controls the number of labels for the bottom sections of the volume/high/low and technical analysis graph types.

Y Axis Autoscale:

Options related to how the Y axis automatic scale works.  Use View / Scale… to turn on/off autoscale.

Use Exact Min/Max

Controls what values are used for the minimum and maximum of the Y axis when autoscale is on.  When this option is on the exact minimum and maximum plotted values are used to set the Y axis range. When this option is off, the Y axis range is set slightly larger, up to the next evenly spaced tic mark.

Include Transaction Markers

When autoscale is on, include any buy or sell markers in the calculation of the min/max displayed range

Include Alert Markers

When autoscale is on, include any alert markers in the calculation of the min/max displayed range

Include Trendlines

When autoscale is on, include any trendlines in the calculation of the min/max displayed range

Include Secondary Lines

When autoscale is on, include any extra lines, like moving averages, in the calculation of the min/max displayed range.  Also controls whether upper graph indicators for the Technical Analysis graph are included in the min/max range.

Label Y Axis Large Numbers With K/M/B/T

When the Y axis left side labels are large numbers the suffix K will be used for thousands, M for millions, B for billions, and T for trillions.  For example, instead of 1,000,000 it will be 1M.

Automatic Resolution for Y Axis Labels

The left side Y axis labels will be displayed with the necessary resolution automatically.  When this option is turned off the labels will be displayed to the number of decimal places specified in the General Preferences - Display Dialog.

Display % Along Right Y Axis

Label the right Y axis with percentage change since the beginning of the graph.  Available in graph types where it makes sense to label with a percentage.  The baseline (0%) reference is the value that would be plotted on the day prior to the starting graph date, such that the %'s are inclusive of the starting graph date.

Alert Markers Drawn for Active Alerts Only

Controls whether only active or active, expired, and completed alerts are drawn when alert markers are being displayed.

Allow Fast Exchange Rate Interpolation for Portfolio Graphs

Affects how the portfolio based graphs are drawn.  This option is relevant only when some investments in the portfolio are being exchanged into the default currency using an exchange rate investment.  When this option is on, the value of each such investment is only calculated on dates where the investment has a recorded closing price.  The value remains constant until the next date where there is a recorded closing price for this investment.  If this option is turned off, the investment value will be specifically calculated for each day, whether or not there is a recorded price.  Since this investment is being exchanged by an exchange rate investment there can be valuation changes between recorded closing prices.  The benefit of turning this option on is the portfolio based graphs will draw much faster when using such investments.  For maximum accuracy however, this option should be left off.

Allow Fast Portfolio "Price" Calculation for Price + Dist. Overlay Graph

Affects how the hypothetical portfolio price + distribution is calculated for the for the Portfolio/Investment(s) Price + Dist. Overlay graph.  When enabled, this option uses a daily weighting of investments in the portfolio to calculate this price.  When disabled, a daily ROI yield is calculated to determine the gain/loss from the prior day.  The ROI yield method takes longer to calculate, but will more truly reflect a portfolio's performance by including the effects of any transactions that did not happen at market closing prices.

On Color Printers Draw Background

Controls whether the background will be printed when printing on a color printer. You can turn this option off to save ink, especially if you're using a dark background color. On black and white printers the background will not be printed. The background color is user definable using the Graph Colors Dialog.

Auto Screen Redraw

When turned on, the screen redraws whenever you makes any changes.  If you turn this option off, Window / Repaint Screen can be used when you would like the screen to be updated. This is a useful feature if several changes are desired and the screen updates are slow on your computer.

Legend Text is Opaque

When turned on, the graph legend text covers up anything underneath it on the graph.  When turned off, the text background is drawn in a transparent manner.  Having this option on makes the legend text easier to read, but may obscure part of the data line(s) in some cases.

Omit Weekends On Portfolio Based Graphs

When turned on, weekends are not plotted on any Portfolio based graph, and there is no horizontal space allocated for the weekends.

Omit Weekends On Investment Based Graphs

When turned on, weekends are not plotted on any investment based graph

Hide Cash Type Investments On Investment Based Graphs

Investments of the type 'cash' will be hidden from the investment stack when plotting investment based graphs.  This option is ignored when View / Hidden Investments/Portfolios is turned on, as all investments are shown when that option is on.  If this option is on, and you specifically request for a cash type investment to be graphed, this option will automatically be turned off so the cash investment can be displayed.

Display Marker Data in Popup Tooltip

While hovering your cursor over a marker, the details associated with that marker will be shown in a small popup window above the marker.  (Only available when the status bar is being displayed)

Scrolling Investment Based Graphs Changes Investment Stack Order

Scrolling through any investment based graph (using keyboard, mouse, or toolbar buttons) causes the investment stack order to scroll also.  Useful to keep graphs and reports in sync when reports are sorted by investment stack.  When this option is on, all investment based graph windows will display the top of the investment stack.  When this option is off, each graph window can point to a different location in the the investment stack.

Sort Pie Chart Slices by Value

When turned on, the pie chart graph types will have their slices sorted by value.  The largest valued slices will be displayed first.  When this option is off, the pie slices are displayed in the order of the items being plotted.  For example, when plotting the Pie Chart - Asset Allocation graph, the first asset type will be plotted first, regardless of the size of that pie slice.  Turning this option off can be useful if you want to compare different sub-portfolios, keeping all the pie slices in the same order, with the same color, no matter the size of each slice.

Zooming or Scrolling X Axis Limited to Data Range

When turned on, any keyboard shortcuts to scroll or zoom the X axis will stop on the boundary of recorded data.  For example, the ending date of an investment based graph will not go before/past the first/last recorded closing price.

Start Date Floats with End Date

Automatically keeps the same amount of time between the start/end dates as the end date moves forward.  The end date automatically moves forward when the end date is set to the default end date, and new data is recorded.  The default end date is the date of the last recorded price on/before the current date.

Prefer to Open Graphs in New Window

When turned on, anytime you request a graph from a non-graph window, that graph will be opened in a new graph window.  When this option is left off, the new graph type will be opened in any existing graph window first, before opening a new window.