Re: Graphs of Sub-Portfolios

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In Reply to: Graphs of Sub-Portfolios posted by H. C. Pierce on January 26, 2005 at 14:37:57:

: Hi Mark:

: Using your tutorial on creating sub-portfolios, I've been able to set up the master and sub portfolios exactly to my liking.

: However; with the original individual portfolios when I opened an individual portfolio, a set of graphs of the investments in the portfolio (1, 4, or 9 per page) appeared. Now, when I click on a sub-portfolio, data for investments appear on a totalized current value basis. I don't know how to get to the 1, 4, 9 graphs or how to view "all data, purchases, distributions, etc" for any individual selected investment. Seems like there is more for me to study.

: Can you refer me to some tutorial to move me ahead on using the new sub-portfolio methods???

: Best regards, Chuck Pierce, Dana Point, CA

Hi Chuck,

We only have 2 tutorials:

http://www.fundmanagersoftware.com/tutor.html
http://www.fundmanagersoftware.com/tutor_ports.html

To view graphs, switch to the Graphs window. The Graphs window works like
before, but it graphs the "active" sub-portfolio. You can set the active
sub-portfolio from within the Graphs window under the "Investments / Set
Active Portfolio" menu, or by right mouse clicking on a sub-portfolio
in the Portfolio Editor, and choosing "Set As Active Portfolio".

To view your transaction data use the Data Register, just as before.
See "Edit / All Data...".

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

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