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Old 07-12-2007, 08:08 PM
Keith
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Default Re: Best and Worst Performers & more report issues

This bug displays itself in the monthly reports too. This is an error of
reporting facts, not just annoying because the Money product claims that it
has done some analysis for the user. The probem is that closed accounts are
included where they should not be and there is no option to exclude them. The
monthly report even plots the performance of accounts that are not held in
the last 364 days!

This an issue because of the finite slots provided for best and worst. So in
my case of about twenty investments I want to see the real best and worst of
accounts I hold when looking at the monthly reports and the home page -not
investments I used to have. The monthly report title makes it even explicit
that the report is to be current investments with a title of: "Performance of
your investments".

My employer just changed our 401K options on July1 so it looks like obsolete
data will be with my analysis for another year because Money has an old bug
that is even in the last release for 2007. MS Money should fix this with a
product update.

Keith

"Kekepana" wrote:

- quote -

> =?Utf-8?B?c3Jhem9vaw==?= Wrote:
> > On "My Money" start up page under "Best and Worst Performers" it keeps
> > showing Stocks and/or Mutual Funds that I not longer own or even
> > update
> > current quotes. Is there any way to show only Investments in this
> > section
> > that are currently active in my portfolio? Or at the very least, ones
> > that I
> > still have checked to receive current quotes.

> I see this one has been hanging around for a couple of years without a
> response. I have the same issue. I sold a holding a month or so ago,
> but it keeps showing up in "Best and Worst Performers". I have
> verified that I am not updating that investment, but that only means
> that "Best and Worst Performers" shows an old price. How do I get rid
> of this security in "Best and Worst Performers" without deleting all
> records of the holding? I want to retain my old records for analysis
> and potential tax use. Not a huge problem, but annoying.

 
Old 06-12-2007, 11:06 PM
Kekepana
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Posts: n/a
Default Re: Best and Worst Performers


=?Utf-8?B?c3Jhem9vaw==?= Wrote:
- quote -

> On "My Money" start up page under "Best and Worst Performers" it keeps
> showing Stocks and/or Mutual Funds that I not longer own or even
> update
> current quotes. Is there any way to show only Investments in this
> section
> that are currently active in my portfolio? Or at the very least, ones
> that I
> still have checked to receive current quotes.



I see this one has been hanging around for a couple of years without a
response. I have the same issue. I sold a holding a month or so ago,
but it keeps showing up in "Best and Worst Performers". I have
verified that I am not updating that investment, but that only means
that "Best and Worst Performers" shows an old price. How do I get rid
of this security in "Best and Worst Performers" without deleting all
records of the holding? I want to retain my old records for analysis
and potential tax use. Not a huge problem, but annoying.


  #-1  
Old 06-10-2005, 01:15 PM
srazook
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Posts: n/a
Default Best and Worst Performers

On "My Money" start up page under "Best and Worst Performers" it keeps
showing Stocks and/or Mutual Funds that I not longer own or even update
current quotes. Is there any way to show only Investments in this section
that are currently active in my portfolio? Or at the very least, ones that I
still have checked to receive current quotes.
 

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performers, worst
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