Graphs Window
All graphs are displayed in a
"Graphs" window. You can have any number of graph windows
open. Each graph window is independent, and displays graphs
for its assigned active portfolio.
Fund Manager can have many windows open at once. There are
3 different types of top level windows: Graphs, Reports, and the Portfolio Editor. You can use the top
level menu command to
organize, arrange, or select which window(s) to display. An
example Graphs window is shown here:
In this example the Cost -
Price graph type is selected under the menu. This is an investment based graph
type. There are also many portfolio based graph
types. The number of displays is set to 4. You can
change this to 1, 4, or 9 with the toolbar buttons (notice 4 is
selected now), or under the menu. The "legend" is displayed in the
upper/left corner of each graph, showing the graph type and the
ending share price and cost per share. Yields are being displayed in yellow text above
each graph. The share price for this graph type is drawn in
light blue, while the out of pocket cost per share is drawn in
green. In the title of the window you can see the active
portfolio is "Master Portfolio".
Markers are also being
displayed. The yellow X's are distributions. Red
circles are purchases. The larger green circles are
un-specified lots. The white triangles are redemptions.
The dark green capital I (eye) bars are splits, and the purple
cross is a note marker. The Dow Jones graph is also
displaying a dark blue trendline. Control which markers
are displayed with the menu commands. As you move your cursor over
any marker, information on that marker will be displayed in the
status bar. You can right mouse click on any marker to
perform operations on it, such as editing the associated
transaction.
The Track Ball cursor is
currently on, and you can see the small white box on the cost line
in the Disney graph on 5/3/2006. The position of this snapped
cursor is displayed in the status bar, in the 2 right-most
panes. It is displaying the snap position at 5/3/2006 and a
cost of $20.00. The current date/time is also displayed in
the status bar (8/30/06 at 11:07 in this example).
You can customize the graph type,
fonts, colors, date range, vertical
scale, display
preferences, graph options, or
any of several other options available from the menu. Choose which investments are
displayed on the investment based graphs under the menu. Set the active
portfolio under the
menu. You can scroll through the investment stack with keyboard shortcuts or the toolbar buttons. You can quickly zoom
or pan using keyboard and mouse
shortcuts.
Additional graph features are available in the Advisor version. Graphs can be copied as images to the clipboard, for
publishing to clients. See . Graphs (as well as reports) can be
emailed to clients using the Send by
Email Dialog, or printed in bulk for each client.
See Also
About Graphs
Report Windows
Portfolio Editor Window
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