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Select Primary Axis Type

This setting lets you set the primary axis (x axis) on the Bond Analysis bar chart to any of four options, depending on what you want to evaluate.

If you select Moody's Rating or Fitch Rating, the chart will use S&P-style ratings (AAA, BBB, etc.), but the percentages will accurately reflect Moody's Rating or Fitch Rating for the equivalent categories. See the Bond Analysis report for details of how different ratings agencies' ratings are displayed in Advisor View.

You can choose from the following options:

For example, if you set Select primary axis type to Year, you also choose the number of years to be displayed on the primary axis.

When you set Select primary axis type to S&P Rating, you see:

When you set Select primary axis type to Moody's Rating, you see:

When you set Select primary axis type to Fitch Rating, you see:

This setting applies to the Bond Analysis report. For more information on using the Bond Analysis bar chart, see Show Bar Chart.