In this section, you’ll learn how to do the following:
Access International Data
Change Tickers
Change Metrics
Select a Portfolio and Navigate the Portfolio
View Additional Settings
Access Portfolio Management
Video: Features Available On The Historical Graph
Access International Data
For Subscribers to International Data - you can toggle on/off your International Data access by left-clicking one time in the "Search for a ticker" box, that will bring up "INTERNATIONAL DATA" with a toggle switch.
Changing Tickers
To change the company you are looking at, simply type in the ticker or the name of the company you are looking for in the ticker box located in the top left corner of the screen. If you do not know the ticker of the company, typing in the name will populate a list for you to choose from narrowing down until you find what you are looking for.
Changing Metrics
By default, FAST Graphs draws the graphs using Adjusted Operating Earnings, but there are seven (7) other metrics to choose from, eight (8) total. The full list of metrics are as follows:
Adjusted Operating Earnings
Basic Earnings
Diluted Earnings (GAAP)
Operating Cash Flow (FFO when looking at REITs)
Free Cash Flow to Equity (FCFE)
EBITDA per share (Premium Subscribers)
EBIT per share (Premium Subscribers)
Sales per share (Premium Subscribers)
To change the metrics, simply click on the dropdown and select the metric you want. The Historical, Performance, Forecasting, and Analyst Scorecard graphs will populate data using the new metric.
Smart Metric
Automatically defaults to the most relevant metric for a given company, such as Adjusted Operating Earnings for JNJ:US or Adjusted Funds From Operations (AFFO) for O:US (REITS). This feature aims to streamline your analysis process, providing immediate access to the most pertinent information. The smart metric can be toggled on or off within the metric dropdown menu for customized analysis.
Selecting and Navigating Portfolios
From the toolbar, you will be able to quickly select and navigate any portfolio you have access to. Click the dropdown and select the portfolio, and then use the arrows or the dropdown to navigate to any stock within that portfolio.
If you have Buy and Sell dots in your portfolio, this method will enable the dots on the graph and update the Transactions Tab for each stock.
Additional Settings
Graph Settings gives you an additional menu to tweak the settings on the graph and is located in the top right corner of the toolbar (the gear icon). When clicked on, a menu will expand giving you multiple options to change. The options include:
Performance Results on $__
Enter Custom Valuation Ratio
Reinvest Dividends
Log Scale
Split options
Currency
Comparison Settings - Comparison Ticker
Performance Results
This section under Graph Settings allows you to change the amount invested that is used in the calculations across the graphs. By default, FAST Graphs uses a $10,000 investment for all performance results. If you want to change the investment amount, simply enter the new amount you would like and hit “Save Changes.”
Custom Valuation Ratio
This option allows you to draw an additional P/E line on the Historical Graph to create your own Custom Valuation Ratio and to test theories. Input the new P/E ratio you would like to see on the graph and hit “Save Changes.” The Custom Valuation Ratio will show on the Historical Graph and Forecasting Graphs as a magenta (purple) line.
Once selected, hit “Save Changes” to update the graphs.
Reinvest Dividends
This option allows you to update the performance results by reinvesting the dividends when they are paid for the selected timeframe. By default, FAST Graphs does not reinvest dividends when calculating performance.
You can also use the "Reinvest Dividends" toggle switch to quickly switch to, or turn off, "Reinvest Dividends"
NOTE: This will only show in the Performance Results chart
Log Scale
This option will change the Historical Graph to a Log Scale if you desire. To update the graphs, hit “Save Changes.”
Split Options
Split options give you the ability to change the data on the graph to see the data unadjusted for splits and spinoffs. By default, we deliver the data to you in Split & Spinoff Adjusted form. Your options include the following:
Currency
Add/Remove From Portfolios
The + Add To Portfolio button in the toolbar lets you quickly add and remove a stock from any selected portfolios at any time. To add or remove a stock from a portfolio, click the button to the right of the portfolio and hit “Update Portfolios”.