Re: Relative % Graph
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Posted by Mark on December 06, 2002 at 07:17:24:
In Reply to: Re: Relative % Graph posted by Bob Chaphe on December 05, 2002 at 19:14:11:
: : : Mark
: : : If it's in help, I didn't see it..sorry! : : : Is there a way to have all open symbols graphed on Relaive % basis.
: : : *The user defines the time period
: : : *All open symbols start at zero % gain/loss for the period specifed
: : : *The % Performance results for each symbol on their "relative graph" can be compared to all others that are open.
: : : Thanx & Nice Job on the Upgrade!
: : : Bob : : Hi Bob, : : There are 2 options here. First, you can use one of the 'Investment
: : Overlay' graph types. This will put all overlaid investments on the
: : same graph, and plot their prices, normalized to the starting graph date.
: : The second option is to scale each graph individually. You can use the
: : new command "View/Scale.../Use Largest Relative Min/Max for All Investments"
: : to scale all the graphs to the same relative amount. From within this
: : dialog you can choose the "Help" button for a more detailed explanation
: : of the scaling options. : : Thanks,
: : Mark
: : --
: : Mark Beiley
: :
: : Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
: : /XP
: : : Mark
: I tried that before & the screen comes up blank. : Is there a way "convert" open symbols price (NAV) to a % performance over the period viewed relative to each other on their individual graph?
: If you had 10 open symbol graphs, arrow down to each one, showing the % gain/loss, starting at zero for the period displayed.
: Bob Bob, Which method did you try that came up blank? Did you specify your investments
to overlay under "Graphs/Options/Overlaid Investments" if you used the
Investment Overlay graph type? The investment overlay graph type does what
you are describing, but on a single graph. To do this on each of their own
graphs you can use the 'View/Scale...' command I described above. If some
investments have a really large movement, this can cause some of your other
investments with smaller movement to get graphed towards one extreme or the
other in their own graph. They are all plotted on the same relative scale, so
if investment A changed from 1 to 100 during the same time period investment
B changed from 1000 to 1001, the scale for investment A would be set to
1 -> 100 and investment B would be from 1000 -> 100,000 (both set for a 100X)
increase from their starting value). This would make B look relatively flat
at 1000, which it was compared to investment A. Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
/XP
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