Re: overlaying DJI on my portfolio

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In Reply to: overlaying DJI on my portfolio posted by Tom Seeley on June 03, 2004 at 07:00:44:

: I want to update and track my portfolio and compare its performance with the DJI, S&P, NASDAQ, or other indexes. Assuming I figure out how to download daily closing for whichever index I choose, how do I then impose that on the portfolio value graph I always use, which always starts from my "baseline" date and value about 10 yrs ago? Do I make the index a "stock" and fake the number of shares so the index line starts at the same absolute dollar value on the vertical axis as the portfolio, or is there some other better way?

Hi Tom,

This is a very common (and hopefully easy) thing to do in Fund Manager.

Just create a new investment for each index. You can make it any investment
type, but probably "Index" would be most appropriate. Create it with 0
shares. This way, it will not affect your portfolio value or yield figures.

To get the symbols used by Yahoo, check out:

http://finance.yahoo.com/m1?u

Then, to overlay any of these with your portfolio value, just select
the graph type "Portfolio/Investment(s) Overlay / Value" and select
the indices you want to overlay with "Graphs / Options / Overlaid Investments".
Select "Help / Help on Graph" to see a description of how this graph type
works. Basically, Fund Manager figures out how much money you've put into
your portfolio, and puts the same into each overlaid investment. That way
you can see how well you've done versus if you had just put all the money
in that investment (which is each index in this case).

In addition to overlaying with your portfolio, you can also overlay
investments. See the "Graphs / Investment Overlay" graph types.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

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