Re: Tracking both stock type and stock size allocations
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Posted by Mark on November 29, 2000 at 07:06:51:
In Reply to: Tracking both stock type and stock size allocations posted by W. Ross Stone on November 28, 2000 at 19:57:23:
: Mark - : Another question, please: Under Edit...Investment Properties...Asset Type I : can enter the percentage of assets a fund has in various stock type categories : (e.g., utilities, financials, technology, etc.). Alternatively, I can choose : to use this field to classify a fund's stock allocation by stock "size:" large : cap, small cap, growth, value, etc. (there is certainly a better term for the : later categorization, but I can't think of it at the moment). However, what : I would like to be able to do is to look at the asset allocation among the : funds in a given portfolio according to both criteria. In other words, I'd like : to be able to look at (for example) a pie chart based on stock type categories : for a given portfolio, and also look at a pie chart based on allocation among : large cap, small cap, agressive growth, etc. (what I called stock "size," above) : for the same portfolio. Unfortunatley, there is only one field to work with, : and the percentages have to add up to 100. Am I missing some way to accomplish : what I want to do? Thanks for your help. : Ross Hi Ross, There are two categories you can use. There is the "Asset Type" and "Investment Goal". They are both equivalent, and each have their own set of pie/stacked graphs. You can use these two categories however you like. You can adjust their names under "Options/Category Labels...". Thanks, Mark -- Mark Beiley
Fund Manager for Windows 3.1x/95/98/NT
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