The Market Value chart is the simplest of FinFolio's ten+ charts. It displays a static snapshot of a folio's values as of a date. If you place it on a report, it defaults to showing the values on the last day of the report period, but it can also show values on the first day of the period, last day of the year, or any other date.
Just like our reports, our charts have a deep array of customization properties that extend their usefulness. Using the default settings, a Market Value chart will display an account's securities in a simple pie chart. By drilling into the chart properties, you can display market values for almost any slice of data, like accounts, household members, asset classes, security types, sectors, and more.
You change the market value data slices by setting the "Grouping" property, causing the folio to be broken out into the specified groups. If you select "Security" and display the chart for a household, all unique securities across all household members will be grouped together and displayed on the chart:
...or if you select "Members" then all household members will be displayed.
Another customizable feature is the Chart Type. This lets you decide how best to display the market value data. For this chart, you can use a pie/donut, bars and tree maps. For example, if you set your grouping level to "Security" you can display a donut...
...a bar chart...
...or (if you have a high tolerance for replacing printer toner) a Tree Map.
You can change the chart/label display, using percentages names, security symbols, CUSIPs, and more. All charts options can be used on the screen or on reports. On reports it becomes important to have the ability to fine-tune the chart colors and other look and feel options, so the market value chart has access to the standard array of FinFolio palettes and rendering types.
This is just one chart of the 10+ charts we currently have in FinFolio. The chart can be used over and over on different report sections, with each usage showing a different data grouping level or different display type.