Re: Price & Distributions

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Posted by Mark on April 18, 2007 at 10:45:04:

In Reply to: Price & Distributions posted by Glenn Hall on April 18, 2007 at 00:23:29:

: Hello Mark,

: In looking at Graphs / Price & Distributions and selecting Graph Dates / Year to Date, the program displays all of the portfolio stocks from the beginning of the year.

: I would like to look at what the price increase and distribution of stocks that have been added to the portfolio after the first of the year but the display will only display the zero percent starting point as of the first of the year.

: There is a custom predefined range listed under choices but that really does not provide for a choice other than a date range. The only way I can get it to display correct Graphs / Price & Distributions is to individually change each stock purchased after the first of the year by hand utilizing the Earliest Transaction to Date selection. I then save the portfolio to retain the changes but find that the set up is very easily lost and has to be re-done once again.

: Is there a better global custom way of doing this or a solid method of retaining the changes that I am not finding?

Hi Glenn,

When you are in the "View / Dates..." dialog, you can select the "Earliest Transaction To Date" choice, and then also "Apply to all open investments / Re-calculate pre-defined range for each investment". This will set all investments to their own earliest transaction to date, which will vary for each investment. This won't limit the earliest date to the beginning of the year, so if that is what you want, you may still need to do it 1 investment at a time.

Investment date ranges are memorized and associated with a graph window. Each graph window can have its own memorized date ranges. So, you would want to make sure you don't close this graph window, or your date preferences for the investments will be lost.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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