Re: Fixing the X-axis once and for all!!

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In Reply to: Fixing the X-axis once and for all!! posted by Jack on May 02, 2004 at 08:13:59:

: Mark:

: I find I'm spending a large amount of time continuously adjusting the x-axis of my investments. In each case, I have the graph of the individual investment set to "custom", since I generally want to show the graph from a little before my purchase date to the present (or in case of stocks that I have sold, to the sell date), and my purchases are obviously not all done on the same day.

: But even though I have "custom" selected, and the box "apply changes to all open investments" unchecked, I find that between sessions, or sometimes when I'm editing one investment, the X-axis inexplicably shifts in other investments that I am not editing outside my custom settings to reflect, for example "Last 12 months" even though previously it was set to "custom".

: Frankly, I find this "drift" of the X-axis settings quite annoying. Is there anyway I can make the program remember my settings permanently? Or am I doing something wrong? I would really like to cut down my workload, but it seems that it's an inherent feature of Fund Manager, and I always seem to need to do this chore whenever I use the program.

: Any help would be appreciated (must dash, I have to go back to adjusting the x-axes yet again!)

: Jack

Hi Jack,

Changing the date range of one investment should not affect any other
investments unless you have that "apply changes to all open investments"
checked. If you run into a reproducable situation where this is not
the case, please let me know.

Portfolios remember your date range settings, so after you set them if
you use "File / Save Portfolio" you can save your date range settings.

You can also open up your portfolio file (*.mm4) in a text editor, and
verify that the date range settings for each investment are as you want.
In the beginning section of the portfolio file there is a [FILES] section.
Each investment in the portfolio is listed, and after the investment
is the date range for that investment. If it just shows "XX", that means
autoscale is set for that investment. Otherwise, there will be
2 dates listed, a starting and ending date. If the ending date is using
the default ending date, then it will show a date of 0/0/0.
The "default ending date" is the date of your last recorded price on or
before the current date.

Also, there are many mouse and keyboard shortcuts that can change the
date range. If you're using any of these, and have the option to
automatically save your portfolio on exit turned on, this can cause your
date ranges to get adjusted and saved to the portfolio.

Adjusting the date range, shouldn't be this troublesome, hopefully it is
just something simple... If you have any reproducable specific situations
that don't seem to work right, I'd be happy to take a look.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

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