Creating Fund Prices Chart
This topic describes how to create a Fund Prices Chart.
A Fund Prices Chart is a visual representation of all of your accounts, investments, transactions, and account contract lists.
A Fund Prices Chart is a visual representation of all of your accounts, investments, transactions, and account contract lists.
This task starts on the Fund Prices screen.
1. Select a fund from the Source Funds list and click on the Expand (
) icon.
) icon.2. Enter the From Date and To Date, to create a Funds Chart of your preferred date range.
3. Click the Create Chart button.
Step Result: A chart with the fund prices for the given fund and date range is displayed.
Result:
You have created a fund prices chart.