Re: stack order

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In Reply to: Re: stack order posted by ken on February 01, 2000 at 20:19:58:

: : : : I thought I'd write again since this problem is becoming more difficult to deal with the current volatility in the stock market.

: : : : When a stock is graphed FM tracks closing prices and the market activity of the day beginning the date range is not included. However if one were to sort by %gain-F the sorting algorithm uses the market activity of the beginning date and often (usually, these days) displays the charts in what appears to be the wrong order.

: : : : To compound the problem stocks in reports are listed in order of the chart stack and the reports always include the beginning date activity so if the charts and reports are set with the same date range there is nearly no chance the order of stocks in the report will be right if the charts are %gain-F sorted.

: : : : It seems to me that both reports and charts should use the data in the same way,
: : : : This would greatly simplify FM's use. I still think FM is an impressive program but this feature is a real thorn in my side.

: : :
: : : Ken,

: : : I remember your post from a while ago. I'm just a FM user but maybe I can help. If not, sorry about jumping in.

: : : I too was having "minor" problems with the %gain-f and here's what I found.
: : : #1 - I had to set View/Dates for one investment to the dates I wanted, and then use the "apply changes to all open investments" Radio button.
: : : #2 - Then I clicked on Investments/Sort By/%Gain-F. This rearranged all the investments in this ONE portfolio.

: : : When I did a Custom Report on that Portfolio, I had to remember to set the From and To Dates to the same ones I used in step #1 above.

: : : The report was always sorted in the correct order EXCEPT when I had an Investment in the Portfolio that did NOT have up-to-date prices. I found this "kind of cool" because I found typos that I made in the ticker symbol (the daily updates that I made weren't applied to these investments), and because I have an extensive "watch list", I found "defunct" symbols that were no longer valid (and that i didn't WANT in the report anyway).

: : : Another thing I did wrong before was not saving the portfolio before closing (now I have save data/save portfolio on exit "checked". Also - when I want to run the report another day, I do the steps #1 and #2 above again.

: : : I hope something here helps you out. I find my %gain-f report invaluable so i can understand your frustration.

: : : Just trying to help.

: : : Brian

: : Ken,

: : Hopefully Brian's explanation will help clarify the situation. Thanks Brian.

: : I just wanted to add that there is only 1 stack order. The graphs and
: : reports both use the same stack order. The %Gain-F sorting works by
: : sorting the graphs according to their currently displayed date range.
: : Thus, if you want a report to be sorted by %Gain-F, you will have to
: : make sure to change all your graphs (like Brian described) to the
: : same date range that you will create the report for. Graphs and reports
: : use the starting/ending data in the same manner. If this still isn't
: : working out for you, maybe you can zip up all your data files, and
: : e-mail them to me, along with a step by step of what you're doing, and
: : where things go different than you expect. I can then try and reply
: : with some more specific help.

: :
: : Thanks,
: : Mark
: : --
: : Mark Beiley
: :
: : Fund Manager for Windows 3.1x/95/98/NT
: :
: :

:
: I think I am doing just as you both describe and thank's to Brian for the input. However I just don't seem to be getting the desired results so I will take you up on you offer to send you the data. I have a 33 stock watch list some with dates back to 1991 so I hope it wont be to big to email. Please tell me the proper email address to send the zip file.

: Ken

Ken,
Just put all your *.dat and *.mm4 files into a single .zip file.
You can mail them to us at

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

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