Portfolio Charts

Asset Allocation
Asset allocation charts display the percentage of assets assigned to each category in the form of a either a pie chart or a bar chart. The assets may be categorized by portfolio, by asset type or by investment objective. The three asset allocation charts are graphical representations of the information available in the Asset Allocation reports.

Note: If you select plotting of a pie chart and have more than 8 slices to be plotted, the program will automatically revert to a bar chart.

Net Worth
The Net Worth chart provides a graphical representation of changes in the value of one or more portfolios over time. Charts are plotted in the form of an area graph or a ribbon (line) graph. When multiple portfolios are plotted on a single chart, the area graph will show cumulative results with each portfolio stacked on top of the preceding portfolio. The maximum number of portfolios that may be included in a 3 year Net Worth chart is 8.

Note: The first time a Net Worth chart is plotted it may take a considerable amount of time to compute and store net worth values for each week to be plotted. Subsequent plotting of Net Worth charts covering the same period will use the stored values and will therefore be displayed much faster.

Hint: To see the maximum detail of value changes plot only one portfolio at a time. Note that negative net worth values are not plotted.