Re: Sub-portfolio overlays

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Posted by Al Baird on April 24, 2007 at 19:52:39:

In Reply to: Re: Sub-portfolio overlays posted by Mark on April 05, 2007 at 11:20:43:

: : 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

Doing a percentage comparison of two different portfolios (or sub-portfolios) would be a very valuable tool when studying different investing techniques (or advisory services). Is there any way this feature could be added in the near future. Comparing sub-portfolios in stacks doesn't give much information since the total dollar-amount in each sub-portfolio may be vastly different. Is there any way to do the percentage comparison as a report?

Thanks,

Al

Replies:

• Re: Sub-portfolio overlays Mark 21:03:54 04/24/07 (0)