How to set up model portfolio?

#1 12-26-2004, 05:05 PM

Is that the only way? I was hoping more for a setting or some other way to
just not count it in the total without having to keep on showing and hiding
those accounts. Thanks for your reply though!
-Dan

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:mtjts0tuvb5t335ctcuiqad1ib62i0gn5r[at]4ax.com...
- quote -

> In microsoft.public.money, Dan wrote:
> > > I am trying to set up an investment portfolio to track what *would* have
> > happened if I bought those stocks. I tried creating a watch investment
> > account but when I get to the step to make it a model portfolio and divide
> > a
> > certain sum by all the stocks it starts to influence and change my total
> > return for all my accounts. Nothing shows up under daily change or total
> > but it is changing the Total Return at the bottom by making it look like I
> > have more money invested than I actually do. Is there anyway to fix this?
> You can set the portfolio view to not show watch accounts.

12-26-2004, 01:56 PM

In microsoft.public.money, Dan wrote:

- quote -

> I am trying to set up an investment portfolio to track what *would* have
> happened if I bought those stocks. I tried creating a watch investment
> account but when I get to the step to make it a model portfolio and divide a
> certain sum by all the stocks it starts to influence and change my total
> return for all my accounts. Nothing shows up under daily change or total
> but it is changing the Total Return at the bottom by making it look like I
> have more money invested than I actually do. Is there anyway to fix this?

You can set the portfolio view to not show watch accounts.

#-1 12-25-2004, 11:38 PM

Hi-
I am trying to set up an investment portfolio to track what *would* have
happened if I bought those stocks. I tried creating a watch investment
account but when I get to the step to make it a model portfolio and divide a
certain sum by all the stocks it starts to influence and change my total
return for all my accounts. Nothing shows up under daily change or total
but it is changing the Total Return at the bottom by making it look like I
have more money invested than I actually do. Is there anyway to fix this?
Thanks!
-Dan

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