Investment Studio > Setup > Graph > Overview

All Graph settings are accessed from the Graph's pop-up menu. To open it, right-click the Graph.

The Graph object is subdivided into seven areas (usually not all visible):


Top (1) and bottom (7) captions.

Each caption displays one line of text (typically a title for the whole graph or for an axis). Use the Caption > Top and Caption > Bottom menus in the Graph's pop-up menu to control whether captions are visible, their text alignment, content, size, font and color:

Click Edit to open the caption's in-place text editor. The text can be a plain string or an expression (denoted by a leading assignment operator, "="). For instance, an expression can be used to display the name or the currency of the selected portfolio, as in

="NAV (" & portfolio_currency(PORTFOLIO) & ")"

In captions, the ampersand character (&) acts as a modifier on the next character, causing it to be underlined. To display a plain ampersand, enter two of them (&&). Expressions can use the substitute function to duplicate single ampersands, e.g. in portfolio or asset names.

Top (2) and bottom (6) horizontal axes.

In the screenshot above, the top and bottom axes both display the same X (independent variable) values, but using different fonts. The bottom axis in the screenshot also contains a position marker which tracks the cursor position in the plot area (4).

Use the Axes > Top and Axes > Bottom menus in the Graph's pop-up menu to control whether the horizontal axes are visible, their display format (numerical or date - the latter rarely adequate), whether they contain a position marker, their size, font and color:

Note that the font can be set for all axes in common, or individually for each axis. The color is always the same for all axes.


Left (3) and right (5) axes.

In the screenshot above, the left axis contains a position marker which tracks the cursor position in the plot area (4). The right axis has been set up to use a larger font.

Use the Axes menu in the Graph's pop-up menu to control whether the vertical axes are visible, whether they contain a position marker, their size, font and color:

Note that the font can be set for all axes in common or individually for each axis. The color is always the same for all axes.

Plot area.

This is the Graph's primary display area. It can't be hidden.

Drag and hold the mouse in the plot area for a pop-up hint with information about the straight line connecting the start and end points:

The top row in the hint is on the format "horizontal offset: vertical offset (vertical offset %)". In the screenshot above, the horizontal offset is +1 (in the units of the independent variable X); the vertical offset is -10 (in the units of the vertical axis) i.e. -71.74%. The bottom row is on the format "k = slope (% change per horizontal unit)". In the screenshot above, the slope is -9.6391 (» -10 / 1) or -69.0268% per horizontal unit. Note that the signs of the % figures are implied.

Depending on the Graph's Plot > Hints settings, position information ("horizontal: vertical") may also be displayed in the hint, and hints with position information may pop up at the cursor position and along the axes when the cursor pauses in the plot area.

Use the Plot menu in the Graph's pop-up menu

to:

choose between linear and Logarithmic vertical scale;
toggle the cursor Crosshair on/off (note that the position markers seen in the screenshot's left and bottom axes are controlled using the Axes menus);
set the properties of pop-up Hints (see above);
set coordinate Grid properties (color, associated axes; in the screenshot above, vertical grid lines are aligned to top axis ticks, horizontal grid lines to right axis ticks);
set Fill properties (only applies to sources marked as fillable); and
set the Plot area's background Color.

The Data menu can be used to temporarily toggle data sources on/off:

Data sources listed in the legend (below the separator line) are plotted when their title is preceded by a square reflecting their color. Click legend entries to toggle plotting on/off.

All data sources may not be listed in the Data menu. Inclusion in the legend is an editable source property. Source properties are edited in the Graph source editor. Click Sources to open it.

The Favorites menu is a shortcut to the Graph source dialog's favorites list. It allows favorite sources to be added to the Graph without opening the source dialog.

The Graph's pop-up menu also contains several entries not specific to a single graph area:

Click Maximized to toggle the Graph tile between normal and max size. This is equivalent to (but often more convenient than) double-clicking the vertical "grip" bevel running along the tile's left border.
Click Sliders to open the Graph's parameter slider window:

The availability and contents of this window depend on the Graph's data source definitions (see below). Each group of sliders belongs to a data source (identified by the group's caption); each slider connects to a parameter (identified by the slider's caption) defined in the source.

Use the sliders to modify parameter values on the fly, i.e. without having to open the source editor and with automatic recalculation and redrawing of the Graph.

Click Data > Sources to open the Graph source editor. Use the editor to add, modify and delete data sources.
Use the Gallery menu

to Add a copy of the Graph to the Gallery.

You can also click Make default to turn the Graph into the new default Graph, or click Clear default to reset the default Graph. Copies of the default Graph can be added to the Portfolios, Assets and Quotes views by clicking the New graph button in their toolbar.

Click Bitmap to write a screenshot of the graph to the file GRAPH.BMP in the <TEMP> directory and open it in your computer's default BMP editor (if any).
Click Delete to remove the Graph object. You will be asked for confirmation.

Graph deletion is irreversible. Before deleting a Graph, use its source editor to turn data source definitions which you want to keep into favorites, or save a copy of the entire graph to the Gallery (see above).