Re: Graph is Broken
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Posted by Mark on December 19, 1999 at 08:21:20:
In Reply to: Re: Graph is Broken posted by kosmo on December 18, 1999 at 23:25:34:
: : : 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 Kosmo, If you would like for us to take a look, please zip up your portfolio and investment files, and e-mail them to us at . We'll take a closer look. Thanks, Mark -- Mark Beiley
Fund Manager for Windows 3.1x/95/98/NT
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