FinFolio graphs started off as a 2-day project to give our screenshots some sizzle. But the more we dug in and started playing with different graph layouts, the more we realized that graphs should be an integral part of the software.
FinFolio has a modular graphing system that offers visualization options for every major data type. Click the graphs button and a 2-graph tool window opens in the right side of the software; it dynamically changes depending on which household/account/etc. is displayed in the main window. Open up a client and the graph window shows you the client's accounts on the top pie graph, and his security positions on the bottom graph.
And it's not just pie charts. Each graph has a dropdown with numerous options. The screens use the same graph library as the reports, so you will eventually be able to select a variety of pie/bar charts, showing information like growth-of-a-dollar, rates of return, index comparisons, etc. You can also change the color palette and rendering style for any graph.
Do you have two monitors? Drag the graph window onto your second monitor, maximize it, and now you're looking at *nine* graphs instead of just two. (or six, or twelve--it's customizable). Your graphs on the second monitor change dynamically as you open and close clients/accounts/etc. in the main app on the first monitor.
I already mentioned my surprise at how useful the graphs are; there are a few reasons for this. They let you see information that's usually only available on reports, like rates of return, index comparisons, etc. They also let you visually see multiple levels of data at once. I can quickly get a sense of what's going on with a client's holdings without having to drill into specific accounts or run reports.
We've had a few ugly surprises early on as we've built out our technology stack. But the graphs are a good example of how building a robust object model early on is (finally) paying off. Just like everything else, the graphs are extensible. Developers will be able to write their own graphs that plug into screens and reports. And if you write a custom screen, you can implement our IGraphable interface and display screen information in the graph tool window.
Check out the demo: Graph Demo
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Beta Update - We're getting very close but I'll save my apologies and explanation for our lateness until we're actually finished. We have quite a few old Techfi users with expiring license keys who I'm sure are starting to worry. I'm comfortable that we'll have something that works for you very soon.