Re: Portfolio Investment Overlay
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Posted by Mark on July 01, 2004 at 13:23:38:
In Reply to: Portfolio Investment Overlay posted by Dmitry Sarkisov on July 01, 2004 at 01:09:27:
: Hello,
: I had a questions for a while, that I decided to ask after I registered :)
: So I want to compare the perfomance of my portfolio with index. I can do it using the method described in in tutorial: make an investemnt with an index and then use graph->options->overlaid investments and graph->portfolio investment overlay. That will show me what would be the price of my portfolio if I had invested in a single stock or index. But is there a way to get an overlay not in terms of porfilio value, but in terms pf portfolio gain, since I like compare gains, since graphs are continuous? If there is no way, that would be my suggestion for the future versions.
: Best,
: Dmitry Hi Dmitry, I don't think Fund Manager currently has what you're asking for. As you
mentioned, you can graphically overlay the portfolio value with a
hypothetical value of any other investment, as if you had invested all your
portfolio money in that investment. We also have a share price version
of the same overlay graph. Are you looking for an overlay of the portfolio
gain, with the overlay of the hypothetical gain of an investment? Or, maybe
you are just looking to see a figure value, as you would see in a report? Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003
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