Re: Relative % Graph
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Posted by Bob Chaphe on December 06, 2002 at 19:27:36:
In Reply to: Re: Relative % Graph posted by Bob Chaphe on December 06, 2002 at 19:06:37:
: : : : : 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
: : : Mark
: The Overlay is very good when you're looking at 5-8 symbols, but if your trying to look at 20+ symbols (e.g., ETFs), the single chart is busy.
: Maybe on your next Beta, you could make each "symbol page" relative to zero [or 100] (as a Vertical/Graph-Option). This would eliminate the "flat" graph you mention above.
: It would make the "page-by-page visual experience" relative to all symbols & visually comparative.
: Thx
: Bob
Mark
Stop the presses!
If I go to overlaids & don't select ANY overlaids, set the verticel scale for min/max, then I can scroll thru all open symbols with the same "relativity".
So if that was what you were trying to tell me, I had my blinders on. Thanx!!
PS you should be able to "right-click" on an open overlay graph to open a date/scale/?? window to change them.
Thanx Again
Bob
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