Re: Sub-portfolio overlays

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Posted by Mark on April 24, 2007 at 21:03:54:

In Reply to: Re: Sub-portfolio overlays posted by Al Baird on April 24, 2007 at 19:52:39:

: 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

Hi Al,

Have you looked at the "Graphs / Portfolio/Investment(s) Overlay..." graph? This allows you to compare multiple sub-portfolios. Choose which sub-portfolios to overlay with "Graph / Options / Overlaid Portfolios...". When you overlay multiple portfolios, one of them is the "reference" portfolio. This is the first one selected. The graph plots all of the sub-portfolios as if you had invested the same dollars in them at the same time as you did in your reference sub-portfolio.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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