tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/111-how-do-i-make-a-memorized-graph-that-will-show-the-total-value-of-my-portfolio-up-to-dateInfinite Kind: Discussion 2016-03-19T05:01:58Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/366776572015-04-26T12:19:01Z2015-04-26T12:19:01ZHow do I make a memorized graph that will show the total value of my portfolio up to date?<div><p>Hi Bob,</p>
<p>Are you setting the Date parameter to 'Year to Date'?</p>
<p>As an alternative, try generating an 'Investment Performance'
report with the Date parameter set to 'Last 1 Day'.</p>
<p>Run the report after the market settles to garner the
gains/losses of each security for that day. The one caveat of this
report is that on the days where dividends or capital gains are
paid out, the results will be skewed by those amounts.</p>
<p>HTH -Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/366776572015-04-26T14:35:46Z2015-04-26T14:35:46ZHow do I make a memorized graph that will show the total value of my portfolio up to date?<div><p>Which MD version are you using? There were a lot of issues with
memorization of reports and charts in the earlier versions. The
latest Preview version, build 1201, seems fairly stable. However if
you bought it through the Apple store then it is hard to
update.</p></div>sthtag:infinitekind.tenderapp.com,2009-01-14:Comment/366776572015-04-26T18:02:31Z2015-04-26T18:02:31ZHow do I make a memorized graph that will show the total value of my portfolio up to date?<div><p>MD version 2015.3 (1175)<br>
Purchased on line from your site.</p>
<p>Bob<br>
Bob Hovey<br>
New Cell #<br>
404-333-1598</p></div>Robert Hoveytag:infinitekind.tenderapp.com,2009-01-14:Comment/366776572015-04-26T18:10:50Z2015-04-26T18:10:50ZHow do I make a memorized graph that will show the total value of my portfolio up to date?<div><p>Yes it was set to ytd, but I just created a fresh new one to
make sure. We’ll see if it advances the “to date”
date tomorrow.</p>
<p>Bob<br>
Bob Hovey<br>
New Cell #<br>
404-333-1598</p></div>Robert Hoveytag:infinitekind.tenderapp.com,2009-01-14:Comment/366776572015-04-27T13:39:10Z2015-04-27T13:39:10ZHow do I make a memorized graph that will show the total value of my portfolio up to date?<div><p>Bob</p>
<p>You can down load the latest build (1201) from here ; <a href="http://infinitekind.com/preview">http://infinitekind.com/preview</a></p>
<p>Kevin's advice is sound.</p>
<p>Tom Freeman<br>
Infinite Kind Support</p></div>Tom Freemantag:infinitekind.tenderapp.com,2009-01-14:Comment/366776572015-04-28T01:31:13Z2015-04-28T01:31:13ZHow do I make a memorized graph that will show the total value of my portfolio up to date?<div><p>Good news. The Net Worth Graph I memorized yesterday did load
the new stock values and advance to Monday the 27th when I loaded
it from the Summary Page. I guess I had something wrong in the
setup of the prior report. Sorry for the fire drill.</p>
<p>I prefer a moving 12 month net worth to date graph. Note that
the year to date graph in January would not tell us much because of
it’s short data time frame. I just memorized that one and
we’ll see if it advances tomorrow.</p>
<p>Thank you</p>
<p>Bob Hovey<br>
New Cell #<br>
404-333-1598</p></div>Robert Hoveytag:infinitekind.tenderapp.com,2009-01-14:Comment/366776572015-05-02T16:07:03Z2015-05-02T16:07:03ZHow do I make a memorized graph that will show the total value of my portfolio up to date?<div><p>Still looking for a way to memorize a Net Worth graph showing
selected investment accounts, daily data points, for a moving 12
month period up to the current day.</p>
<p>I can pick it manually, but when I memorize it freezes on the
date when I memorized and when I reload from the summary page it
does not advance to the present day.</p>
<p>Any help?</p>
<p>Bob</p></div>Bob Hoveytag:infinitekind.tenderapp.com,2009-01-14:Comment/366776572015-05-02T21:28:54Z2015-05-02T21:28:54ZHow do I make a memorized graph that will show the total value of my portfolio up to date?<div><p>Bob, It isn't a problem of <em>how</em> to do this. Select last
365 days from the pop up window for the time period. I do this and
the plot has worked flawlessly for the past 3 years in MD 2012,
2014 and now 2015. The dates update daily.</p>
<p>The question is that I assume you have done this and it doesn't
work for you.</p>
<p>I would start with a new net worth plot, set the time to the
past 365 days, select your securities and then memorize it.</p></div>sthtag:infinitekind.tenderapp.com,2009-01-14:Comment/366776572015-05-04T16:08:32Z2015-05-04T16:08:32ZHow do I make a memorized graph that will show the total value of my portfolio up to date?<div><p>You are correct. I missed that option. 365 days works fine<br>
Thanks</p>
<p>Bob</p></div>Robert Hovey