Re: overlaying individual investments with indices

[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

In Reply to: overlaying individual investments with indices posted by Igor on August 12, 2004 at 20:22:11:

: Dear Mark,
: Overlaying a portfolio with an index is quite clear, but I have some problems with overlaying individual investments within a portfolio.

: For example, one portfolio consists of three stocks which belong to three different industry sectors (GICS). I can create three new investments for each sector index with 0 shares as discussed in the message board before. I would like to see three charts for the tree stocks with overlaid corresponding index on each of them. In all my attempts I achieved only that I can get all of them together on one chart but not three charts with different two lines on each of them.

: Your advice is much appreciated.

Hi Igor,

When you choose one of the "Overlay" graph types, there is only 1
graph, and you choose which investments to overlay. I think what you're
looking for is to have multiple graphs, each of them with a different choice
for overlaid investments. We don't have that in FM today. I can offer
a shortcut, that may help though. You can overlay an investment and index.
Make sure the index is lower in the investment stack. Then, just use your
page up/down keys, and you can scroll the top overlaid investment. That way,
you can have one index, and quickly compare it against any one of your
other investments. For your example, you would have to switch between the
3 indexes you're interested in comparing with.

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

Replies: