Toolbar

An optional toolbar can be displayed across the top of the screen, giving quick access to commonly used commands. To find out what function each button performs you can pause the cursor over a button. A popup "tooltip" will display a description of that button's function. Depending upon which window is active in Fund Manager, the toolbar will have different buttons available. There are four different toolbars: one when no windows are open, the graphs window toolbar, the report window toolbar, and the portfolio editor toolbar. The graph, report, and portfolio editor toolbars are customizable. To customize the graph or portfolio editor toolbar, select the Preferences - Toolbar Dialog. To customize the report toolbar, select the Report Preferences - Toolbar Dialog. The following buttons are available for each toolbar:

Graphs Window Toolbar
New Investment...	Creates a new investment. See Creating Investments.
Open Investment(s)...	Opens one or more investment file(s). See Opening Investments.
Open Portfolio...	Opens an existing portfolio. See Opening Portfolios.
Save All Investments	Saves any changes to investment files to disk. See Saving Investments.
Save Portfolio	Saves the portfolio. See Saving Portfolios.
Import - Prices - Fund Manager...	Imports prices from another Fund Manager investment file. (more info)
Import - Prices - Generic...	Imports prices from an ASCII text file
Print - Window	Prints the currently displayed Graphs window
Backup...	Create a backup copy of currently opened investments
All Data...	Allows entry/editing/deletion of any price or transaction for any investment. See Data Register.
Find...	Search for a sub-portfolio, investment or transaction. (more info)
Buy/Sell...	Records a purchase or redemption transaction for the top investment. (more info)
Distribution...	Records either a distributed or reinvested distribution transaction. (more info)
Update Price - Single Investment...	Updates the price of the top investment for any date. (more info)
Update Price - Multiple Investments...	Updates the price for as many investments as you choose, nine at a time. (more info)
Internet Retrieve - Prices	Automatically retrieve prices from the Internet
Internet Retrieve - Historical Prices	Automatically retrieve historical prices from the Internet
Internet Retrieve - Transactions...	Automatically retrieve transactions from the Internet
Split...	Records a share split or recombination. (more info)
Account Fee...	Records an account fee (negative distribution) transaction. (more info)
Notes...	View and edit investment notes. (more info)
Alert...	Record a new alert. (more info)
Investment Properties...	Edit the investment properties of the top investment. (more info)
Number of Displays - 1	Choose to display 1 graph.
Number of Displays - 4	Choose to display 4 graphs.
Number of Displays - 9	Choose to display 9 graphs.
Dates...	Change the range of dates for both the graphs and the yields above the graphs. Enabling this toolbar button also displays a dropdown combination box to quickly select from many common date ranges. (more info)
Scale...	Change the vertical scale of the graph type being displayed. (more info)
(left arrow key)	Scrolls the investment stack up one.
(right arrow key)	Scrolls the investment stack down one.
(up arrow key)	Scrolls the investment stack up one row.
(down arrow key)	Scrolls the investment stack down one row.
(page up key)	Scrolls the investment stack up one page.
(page down key)	Scrolls the investment stack down one page.
Exchange Rate Adjusted	Toggles between displaying investments in their native currency, or adjusted to the default currency. Exchange rates are specified under Currency Settings Dialog.
Split Adjusted	Toggles between displaying data and graphs adjusted for splits. (more info)
Calculator...	Starts/shows the windows calculator "calc.exe".
Overlaid Investments...	Choose which investments will be overlaid for the 'investment overlay' graph types
Log Scale	Toggle value and price graph types between linear and logarithmic y axis scales
(Recall Memorized Report)	Create a previously memorized report. (more info)
Grid - Horizontal	Turn on/off horizontal grid on graphs
Grid - Vertical	Turn on/off vertical grid on graphs
Order...	Rearrange the investment stack. (more info)
Message Board...	Uses your browser to take you to Fund Manager's message board. Search for answers, or ask a question. (https://www.fundmanagersoftware.com/forum/index.php)
Check for Updates...	Retrieves the status of the internet retrieve quote servers as well as the internet paging servers. Also reports the latest available version of Fund Manager. If a newer version of the quote module is available you will be given the opportunity to have it automatically updated.
Fund Manager Home Page...	Uses your browser to take you to the Fund Manager home page. (https://www.fundmanagersoftware.com/)
Help on Graph...	Displays the help topic for the current graph type. (more info)

Report Window Toolbar
New Investment...	Creates a new investment. See Creating Investments.
Open Investment(s)...	Opens one or more investment file(s). See Opening Investments.
Open Portfolio...	Opens an existing portfolio. See Opening Portfolios.
Save All Investments	Saves any changes to investment files to disk. See Saving Investments.
Save Portfolio	Saves the portfolio. See Saving Portfolios.
(New Report)	Creates a new report. Displays the Report Settings Dialog.
(Recall Memorized Report)	Create a previously memorized report. (more info)
Print Report	Prints the current report.
Copy Text	Copies displayed report text to the clipboard. (more info)
Memorize...	Store this report as a memorized report. (more info)
Report Settings...	Adjust options for this report. (more info)
Custom Settings...	Choose which fields, and their order, to display in a custom report. (more info)
Report Preferences...	Adjust various report options. (more info)
Report Font...	Changes the report font.
Order...	Rearrange the investment stack. (more info)
All Data...	Allows entry/editing/deletion of any price or transaction for any investment. See Data Register.
Find...	Search for a sub-portfolio, investment or transaction. (more info)
Internet Retrieve - Prices	Automatically retrieve prices from the Internet
Internet Retrieve - Historical Prices	Automatically retrieve historical prices from the Internet
Internet Retrieve - Transactions...	Automatically retrieve transactions from the Internet
Exchange Rate Adjusted	Toggles between displaying investments in their native currency, or adjusted to the default currency. Exchange rates are specified under Currency Settings Dialog.
Split Adjusted	Toggles between displaying data and graphs adjusted for splits. (more info)
Calculator...	Starts/shows the windows calculator "calc.exe".
Message Board...	Uses your browser to take you to Fund Manager's message board. Search for answers, or ask a question. (https://www.fundmanagersoftware.com/forum/index.php)
Check for Updates...	Retrieves the status of the internet retrieve quote servers. Also reports the latest available version of Fund Manager. If a newer version of the quote module is available you will be given the opportunity to have it automatically updated.
Fund Manager Home Page...	Uses your browser to take you to the Fund Manager home page. (https://www.fundmanagersoftware.com/)
Help on Report...	Displays the help topic for the current report type. (more info)

Portfolio Editor Window Toolbar
New Investment...	Creates a new investment. See Creating Investments.
Open Investment(s)...	Opens one or more investment file(s). See Opening Investments.
Open Portfolio...	Opens an existing portfolio. See Opening Portfolios.
Save All Investments	Saves any changes to investment files to disk. See Saving Investments.
Save Portfolio	Saves the portfolio. See Saving Portfolios.
Backup...	Create a backup copy of currently opened investments
Copy	Copies the selected investments and sub-portfolios to the clipboard.
Paste	Pastes investments and sub-portfolios from the clipboard to the selected sub-portfolio.
Close	Closes the selected investments and/or sub-portfolios.
All Data...	Allows entry/editing/deletion of any price or transaction for any investment. See Data Register.
Find...	Search for a sub-portfolio, investment or transaction. (more info)
Buy/Sell...	Records a purchase or redemption transaction for the selected investment. (more info)
Distribution...	Records either a distributed or reinvested distribution transaction. (more info)
Update Price - Single Investment...	Updates the price of the top investment for any date. (more info)
Update Price - Multiple Investments...	Updates the price for as many investments as you choose, nine at a time. (more info)
Internet Retrieve - Prices	Automatically retrieve prices from the Internet
Internet Retrieve - Historical Prices	Automatically retrieve historical prices from the Internet
Internet Retrieve - Transactions...	Automatically retrieve transactions from the Internet
Split...	Records a share split or recombination. (more info)
Account Fee...	Records an account fee (negative distribution) transaction. (more info)
Notes...	View and edit investment notes. (more info)
Alert...	Record a new alert. (more info)
Properties...	Display the properties of the selected investment or sub-portfolio. See Investment Properties or Portfolio Properties.
Exchange Rate Adjusted	Toggles between displaying investments in their native currency, or adjusted to the default currency. Exchange rates are specified under Currency Settings Dialog.
Split Adjusted	Toggles between displaying data and graphs adjusted for splits. (more info)
Calculator...	Starts/shows the windows calculator "calc.exe".
Message Board...	Uses your browser to take you to Fund Manager's message board. Search for answers, or ask a question. (https://www.fundmanagersoftware.com/forum/index.php)
Check for Updates...	Retrieves the status of the internet retrieve quote servers as well as the internet paging servers. Also reports the latest available version of Fund Manager. If a newer version of the quote module is available you will be given the opportunity to have it automatically updated.
Fund Manager Home Page...	Uses your browser to take you to the Fund Manager home page. (https://www.fundmanagersoftware.com/)
Help on Portfolio Editor...	Displays the help topic for this window. (more info)

See Also