Re: Program change?

[ Message Board ] [ Archives ] [ Search ]

Posted by Mark on December 02, 2006 at 18:19:50:

In Reply to: Re: Program change? posted by James on December 02, 2006 at 14:06:30:

: : : I have a report "Portfolio Performance" open with sort set to investment stack. This does not appear to work on the 8.1 version? I would normally hae open the report window and a graph window. As I scolled thru each investment graph, the report would change so that the toip listed item matched the current grapgh window. This does not appear to work now? Any thoughts?

: : Hi James,

: : FM 8.x works differently here. Now you can have multiple graph windows open, and each graph window can be displaying a separate investment. This means that scrolling investments in the graph window no longer scrolls the investment stack itself. Now, scrolling investments in the graph window just changes which investment in the stack that particular graph window is displaying. The stack itself remains unchanged as you scroll through the investments in the graph window.

: : I can see why you would want the investment stack to scroll in this case. Maybe we can add an option to control whether scrolling in the graph window modifies the stack order or not. We'll consider this for a future update.

: : Thanks,
: : Mark
: : --
: : Fund Manager - Portfolio Management Software

: Ok-so how would I do this in the new version. I want to scroll thru each investment graph, about 40, specifically the moving average with the price+distr option and somehow be able to see how much that particular investments value is. If it is not possible by other means, I may wish to return to the old version. [ old dog ways :]. I backed up everthing prior to installing version 8.1. Would i need to delete vers 8.1 and reinstall vers 7, then restore the backup?

Hi James,

You can still have both the graph/report open, but scrolling through the investments in the graph window won't re-order your report anymore.

If you wish to switch back, just re-install 7.x. Do not uninstall 8.x. If you didn't save the portfolio file in 8.x, you wouldn't need to restore any data. If you did, just copy back the .mm4 portfolio file from your backup. The investment files (*.dat) use the same format between 7.x and 8.x.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Program change? Corey 21:28:28 12/03/06 (1)
  • Re: Program change? james 08:56:36 12/04/06 (0)