Fund Manager Online Help, Documentation


Home
Fund Manager Online Help Prev Page Prev Page
 
Introducing Fund Manager
Using Fund Manager
Investments
About Investments
Creating Investments
Opening Investments
Saving Investments
Portfolios
About Portfolios
Creating Portfolios
Opening Portfolios
Saving Portfolios
Graphing
About Graphs
Portfolio Based Graphs
Portfolio Value
Portfolio Cost - Value
Portfolio Gain
Portfolio/Investment(s) Overlay
Pie Chart - Investment
Pie Chart - Asset Allocation
Pie Chart - Investment Goal
Pie Chart - Symbol
Pie Chart - Investment Type
Pie Chart - Sub-Portfolio
Pie Chart - Currency
Stacked Value - Investment
Stacked Value - Asset Allocation
Stacked Value - Investment Goal
Stacked Value - Symbol
Stacked Value - Investment Type
Stacked Value - Sub-Portfolio
Stacked Value - Currency
Investment Based Graphs
Value
Share Price
Price + Distributions
Volume/High/Low
Technical Analysis
Investment Overlay - Share Price
Investment Overlay - Price + Distributions
Cost - Value
Gain
Cost - Price
Moving Average - Share Price
Moving Average - Price + Distributions
MA Overlay - Share Price
MA Overlay - Price + Distributions
Bar - Yields
Reports
About Reports
Report Types
Portfolio Value Report
Portfolio Performance Report
Investment Performance Report
Custom Report
ROI Yield Report
Fund Performance Yield Report
Distribution Summary Report
Capital Gain Report
Open Lots Report
Asset Allocation
Goal Allocation
Rebalance
Investment Transactions Report
Price Updates
About Price Updates
Retrieving Prices From Internet
Transaction Updates
About Transaction Updates
Retrieving Transactions From Your Broker/Fund Company
Importing Positions
Importing Positions
Reconciling
Reconciliation Wizard
Alerts
Alert Options
Creating A Price Alert
User Interface
Windows
Graphs Window
Report Window
Portfolio Editor
Data Register
Commands
Menu Commands
Graphs Menu
Reports Menu
Portfolio Editor Menu
Keyboard Shortcuts
Mouse Commands
Toolbar Buttons
Command Line Arguments
Ordering Information
Benefits
Cost
How To Order
How To Contact Us

Currency - Pie Graph

 

With this graphing option selected a pie chart will be displayed. The pie chart will show the relative size of each currency within the portfolio.  Each investment with the same currency will be summed together. The legend displays each currency's percentage of the total portfolio value. The pie chart will be displayed for the ending date range of the portfolio value graph. The yields are turned off for this graph type since this graph is generated for a particular date, not a date range. When this graph type is selected, the number of displays will automatically be set to one.  When there are too many pie slices to fit in the legend, use the arrow/page/home/end keys to scroll the legend.

 

Each investment has an assigned currency. This type can be edited with the Investment Properties - General Dialog.

 

The Graph Display Options Dialog can be used to specify the maximum number of slices for this graph type and the other pie charts.

 

Hover your mouse over any pie slice to display additional information about that slice in the status bar.  Left mouse click on a pie slice to create a report detailing the investments associated with that pie slice.

See Also

About Graphs

Stacked Value - Currency Graph

Changing Date Range

Display Options Dialog

Investment Properties - General Dialog