With this graphing option selected a pie chart will be displayed. The pie chart will show the relative size of each sub-portfolio within the active portfolio.  Each sub-portfolio will be displayed in a pie slice, and any investments located directly in the active portfolio will be displayed in a slice combining all these investments together.  The legend displays each sub-portfolio'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.

Sub-portfolios can be edited using the Portfolio Editor.

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 sub-portfolio associated with that pie slice.

See Also

About Graphs

Changing Date Range

Display Options Dialog

Portfolio Editor