Scatterplot Chart

The Scatterplot chart allows you to study data at a point in time or over time in an X-Y chart format. To define the data for your chart, there are all of the standard data points in addition to 60+ calculations and 200+ different types of data that have several different calculation options. In addition to defining X and Y, you can also select a Z-variable if you are not plotting a times series of X and Y.

To create a new Scatterplot: on the New menu, point to Charts, and then choose Scatterplot.

4General Settings

To change the list of available data for X, Y and Z, click Edit Data.

4Investment Settings

To change each investment's color, size and shape as well as show or hide the crosshairs. Size cannot be changed if you are plotting a time series. Edit multiple investments at the same time by selecting the investments, and then changing the appropriate settings.

4Peer Group Settings

A peer groups shows up as a reference in your chart -- in light gray background plots. By default, there is no peer group selected. Your peer group can be based on the investments in a Morningstar Category or one of your saved investment lists. To include a peer group, choose a universe and category or select an investment list.