Defining Parameters for Category Trend

The following section describes how to determine the time frame and schedule according to which you view the portfolio's performance in the specified category.

To set the time frame and schedule parameters:

1. Click the Options button. The Category Trend Options dialog box is displayed.
2. In the Show Dates area, you can select to display data corresponding to one of three options:
   • All: Displays all data from the earliest entry to the latest entry for this portfolio, in this category.
   • All Past: Displays all data from the earliest entry for this portfolio, in this category, to the present date.
   • From/To: Allows you to choose beginning and end dates for the time span over which you wish to display the data.
3. In the Schedule area, you can select either the category schedule or define a custom interval.

   Note:

   If there is no schedule for this particular category, a default schedule is automatically entered in the Customize Interval area. You can either accept the default interval or enter your own.

4. In the Aggregation area, select one of the options from the drop-down list.
5. Click OK. The category trend is calculated according to the new parameters.

   Note:

   If the chosen time frame and intervals are such that no data can be displayed, a message will be displayed in the table instead of data. For example, if the time frame is February 1 - March 1, and the schedule is day 1 of the quarter, there is no data to display (since there is no intersection between the time frame and intervals).