Investment - Pie Graph

 

With this graphing option selected a pie chart will be displayed. The pie chart will show the relative size of each investment contained within the portfolio. The legend displays each investment's percentage of the total portfolio value. The pie chart will be displayed for the ending date range of the portfolio value graph. The yields are turned off for this graph type since this graph is generated for a particular date, not a date range. When this graph type is selected, the number of displays will automatically be set to one. The Display Options Dialog can be used to specify the maximum number of slices to display, up to 100. Investments with the "hidden" property set will still be included in this graph if they have a non-zero value on the graph date.

 

When there are too many pie slices to fit in the legend, use the arrow/page/home/end keys to scroll the legend.  Left mouse click on any investment to open it in the Data Register.

 

Notes on colors:  Use Options / Colors... to edit the colors of the pie chart.  The pie slices use the "Pie Slice (1-100)" colors.  The text above the pie chart, and the labels for each pie slice use the color "Yield Text".  The percentage labels use the color "Axis label text".

See Also

About Graphs

Changing Date Range

Display Options Dialog

 


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