Hypo thetically Speaking
What's Inside
Fall 1997

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Step by Step: Hypotheticals


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Q&A

Each day, our Product Support Analysts answer hundreds of your questions. Answers to some of the most frequently asked questions about Globe HySales and Blueprint are listed below.

Q. When using the filter in the ‘Spreadsheet View’, how do I select more than one fund family?

A. There are two methods of selecting more then one family. The first way is to simply hold down the <Ctrl> key as you select various fund families. The second method is to choose ‘Preferences’ from the ‘File’ dropdown menu. Click the ‘Other’ subtab, then click off the check mark that reads <‘Use the "extended" selection…’>. Click <OK>.

Q. I have created a hypothetical illustration in Globe HySales. Is there a way to print only the line graph?

A. Once you have created your hypothetical illustration, click the < > button and select the ‘Output and Printing’ tab. By default, all graphs and tables are selected. To deselect an item, simply click on the box next to the chart or graph and the checkmark will disappear. The ‘Output and Printing’ tab also allows you to select table frequency and give your graphs a 3-D look or use a logarithmic scale.

Q. When creating a hypothetical portfolio, how do I assign different dollar amounts to the specific funds?

A. When setting up your hypothetical portfolio, click the ‘General’ tab. Under the ‘Apply Changes to’ dropdown menu, select a specific fund. Then type in the desired dollar amount for this fund in the ‘Initial Investment’ dialog box. Repeat this process for each fund. Click <OK>.

Q. When I receive my next update, will I have to update all my saved hypothetical illustrations?

A. No. Globe HySales will update your saved hypothetical illustrations as long as you have an undefined ending date (i.e. five years, ten years, etc).

Q. How do I select or delete more than one security at a time?

A. You can select multiple securities simply by holding down the <Ctrl> key on your keyboard while selecting the desired securities with your mouse. If you want to select multiple consecutively listed securities, click on the first security you want and , holding the <Shift> key, click on the last security that you want. The list of securities in between will be selected. This can be done in both the spreadsheet and the contents tab of the view settings for each view.

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