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Re: Graph is Broken

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Posted by kosmo on December 18, 1999 at 23:25:34:

In Reply to: Re: Graph is Broken posted by Mark on December 18, 1999 at 12:18:18:

: : Hi Mark, Evil Spirits have taken over my graphs! Everything was going along fine until a couple of days ago.
: : I opened up FM in the Portfolio/Investment Overlay view as I usually do and, lo & behold, there's a giant inverted
: : square wave dropping down from my "portfolio" line and the portfolio YTD gain figure is off by aprox. 10%.
: : All the lines for the individual funds look normal and their gain %'s look normal. Now if I look at the Portfolio Value,
: : Portfolio Cost/Value or Portfolio Gain Graphs then averything looks normal - on the exact same portfolio! I've looked
: : through the Data Editing box for any errors and I can't find any. I'm at a complete loss.

: : What can I look for to fix this bizare problem ?

: : TIA,
: : kosmo

: Hi Kosmo,
: What if you turn on all the investments to overlay them, can you find
: one that shows a similar large dip?

: Thanks,
: Mark
: --
:
That's just it, With EVERYTHING "turned on" the only line that's wrong is
Portfolio. Now if I remove the CASH ACT from the Portfolio then the
Portfolio line looks normal (although the YTD gain figure is about 3% off)

If there was a error in the CASH ACT causing this then I should also see an
error in the Portfolio Value & Gain graphs and in the Investment Performance
YTD Report. But they all look fine!

The "leading edge" (down) of this inverted sq. wave corresponds w/ the sale
of a fund that was worth aprox. 22% of the Portfolio yet the ISW (inverted
sq. wave) drops about 75% of its value. The "trailing edge" date doesn't
correspond w/ any (!!) Portfolio transactions and it rises to a point slightly
higher than the point at which it dropped.

????????

kosmo




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