Stacked Value - By Investment Graph

 

This graph type stacks one investment's value on top of another. The sum of all the stacked sections is the total portfolio value. This graph shows the relative size of each investment within the portfolio. This is the equivalent of the Investment - Pie Graph drawn versus time. The status bar will be updated with the name of the investment currently under the cursor. The date and value pointed to by the cursor will be shown in the bottom right status bar panes. If the cursor is turned off then this date/value will be where the cursor is pointing. If a cursor is on, then the value will be the value of the investment under the cursor on the pointed to date.

 

Use the option Graphs / Options / Normalize to scale each stack so that the total is 100% on each plotted day.  This removes the variation of total portfolio market value from the plotted height, to more easily see the allocation percentages with the portfolio.

 

When there are too many stack sections 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.

 

Use Options / Colors... to edit the colors of the stacked value graph.  The stack segments use the "Pie Slice (1-100)" colors.

See Also

About Graphs

Changing Date Range

Changing Vertical Scale

Mouse Commands

Keyboard Shortcuts

Display Options Dialog

Cursor Types

 


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