Graph (chart) of performance
« on: February 22, 2017, 01:02:04 PM »
There is lots of data and text output is great, but I would also like graphical output.
Graphing might also be outputted as an excel file and the user can make his own
chart.

Many current reports would be nice with time, income and values. Selected assets and
entire portfolio. I have more than 5 years of data.

Re: Graph (chart) of performance
« Reply #1 on: February 22, 2017, 01:13:14 PM »
    Eric,

    Have you tried the new Portfolio Performance Comparison Report?  If you have stored the monthly/quarterly/yearly performance periods under the Performance Menu | Portfolio Performance Returns, you can then print this new report in IAMv3, as well as view your results on the IAMv3 Home Page | Performance Tab.

    This report/tab illustrates and compares the growth of $100 for the selected portfolio and benchmark indices.  Users can filter this tab using for

    YTD (Year to Date): for the year to date thru the most recently completed stored monthly return.
    Last Year: for the most recently completed January thru December year stored monthly returns.
    Last 12 Months: for the most recently completed last 12 calendar months of stored monthly returns.
    Last 12 Qtrs: for the most recently completed past 12 quarters, ending with the most recently stored quarterly return.
    Last 12 Yrs: for the most recently completed past 12 years, ending with the most recently stored annual return.

    Further, you can export any report of IAMv3, when in the report preview window, to a wide selection of file formats.  This might assist you for manipulating the report data as best for you.

    If you have add'l questions, please let us know.

    Matt