Re: Sub-portfolio overlays

[ Message Board ] [ Archives ] [ Search ]

Posted by Mark on April 05, 2007 at 11:20:43:

In Reply to: Sub-portfolio overlays posted by Al Baird on April 05, 2007 at 02:46:51:

: I have created a master portfolio consisting of several sub-portfolios. Each sub-portfolio contains several different investments. How do I overlay the total value each sub-portfolio on a percent scale versus date?

Hi Al,

We don't have exactly this capability. The graph is labeled with value and not percentage, although the proportions are the same. You can get the value version of this with "Graphs / Stacked Value / Sub-Portfolio". Make sure to select your master portfolio as the active portfolio, and then you will see a segment on the chart for each sub-portfolio directly beneath your master portfolio.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Sub-portfolio overlays Al Baird 19:52:39 04/24/07 (1)
  • Re: Sub-portfolio overlays Mark 21:03:54 04/24/07 (0)