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#5
07-12-2005, 03:29 AM
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 Re: how do I view how a stock has performed between dates? I'll have to play around with that. I agree, that sounds nice. "Wally" <Wally[at]discussions.microsoft.com> wrote in message news:C449C1FF-BF59-4D83-8AEB-9CDA51F1614F[at]microsoft.com... - quote - > Notice that you can create favorite reports with your customizations. You > can also customize the buttons on the bar at the top of the page to include > your favorite reports. I find this very useful. With a click on a single > button I can immediately get to a favorite report. (e.g. Investment > Performance: Year to Date) > "Tim Zych" wrote: > > OK thanks! found it. > > > > > "Wally" <Wally[at]discussions.microsoft.com> wrote in message > > news:BF69727A-EF12-40A5-B4E7-65E7293620B3[at]microsoft.com... > > > Go to the home page. At the top there should be a tab and/or a button > > > labelled Reports. I am currently using Money 2005, so I don't remember > > the > > > exact layout of your version, but I know there is a Reports button there > > > somewhere. Two of the investment reports are called "Performance by > > > Investment Account", and "Performance by Investment Type." You can > > customize > > > these reports to show whatever investments and accounts you like, and you > > can > > > chose whatever "to" and "from" dates you like. These reports can also be > > > displayed in graph form. > > > > > "Tim Zych" wrote: > > > > > > Thanks. There is no "Portfolio Manager" in my version, at least I cannot > > > > find it. (Money 2003). > > > > > > > I see Portfolio Analysis under the Investing menu, but that report takes > > no > > > > parameters. > > > > > > > > > > "Wally" <Wally[at]discussions.microsoft.com> wrote in message > > > > news:8022A9F5-4E89-4DF7-8FA7-9DF048635152[at]microsoft.com... > > > > > I assume you are in Portfolio Manager. If you go into reports and > > chose > > > > any > > > > > performance report, it allows you to enter whatever date range you > > choose. > > > > > > > > > "Tim Zych" wrote: > > > > > > > > > > The "performance view" is great, but how do I get something that > > shows > > > > the > > > > > > appreciation and income between 2 dates? The only choice is the "as > > of" > > > > > > date. > > > > > > > > > > > Thanks > > > > > > > > > > > > > > > > > > > > > > > > > > |
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#4
07-11-2005, 06:05 AM
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| Re: how do I view how a stock has performed between dates? Notice that you can create favorite reports with your customizations. You can also customize the buttons on the bar at the top of the page to include your favorite reports. I find this very useful. With a click on a single button I can immediately get to a favorite report. (e.g. Investment Performance: Year to Date) "Tim Zych" wrote: - quote - > OK thanks! found it. > "Wally" <Wally[at]discussions.microsoft.com> wrote in message > news:BF69727A-EF12-40A5-B4E7-65E7293620B3[at]microsoft.com... > > Go to the home page. At the top there should be a tab and/or a button > > labelled Reports. I am currently using Money 2005, so I don't remember > the > > exact layout of your version, but I know there is a Reports button there > > somewhere. Two of the investment reports are called "Performance by > > Investment Account", and "Performance by Investment Type." You can > customize > > these reports to show whatever investments and accounts you like, and you > can > > chose whatever "to" and "from" dates you like. These reports can also be > > displayed in graph form. > > > "Tim Zych" wrote: > > > > Thanks. There is no "Portfolio Manager" in my version, at least I cannot > > > find it. (Money 2003). > > > > > I see Portfolio Analysis under the Investing menu, but that report takes > no > > > parameters. > > > > > > > "Wally" <Wally[at]discussions.microsoft.com> wrote in message > > > news:8022A9F5-4E89-4DF7-8FA7-9DF048635152[at]microsoft.com... > > > > I assume you are in Portfolio Manager. If you go into reports and > chose > > > any > > > > performance report, it allows you to enter whatever date range you > choose. > > > > > > > "Tim Zych" wrote: > > > > > > > > The "performance view" is great, but how do I get something that > shows > > > the > > > > > appreciation and income between 2 dates? The only choice is the "as > of" > > > > > date. > > > > > > > > > Thanks > > > > > > > > > > > > > > > > > > |
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#3
07-11-2005, 05:15 AM
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| Re: how do I view how a stock has performed between dates? OK thanks! found it. "Wally" <Wally[at]discussions.microsoft.com> wrote in message news:BF69727A-EF12-40A5-B4E7-65E7293620B3[at]microsoft.com... - quote - > Go to the home page. At the top there should be a tab and/or a button > labelled Reports. I am currently using Money 2005, so I don't remember the > exact layout of your version, but I know there is a Reports button there > somewhere. Two of the investment reports are called "Performance by > Investment Account", and "Performance by Investment Type." You can customize > these reports to show whatever investments and accounts you like, and you can > chose whatever "to" and "from" dates you like. These reports can also be > displayed in graph form. > "Tim Zych" wrote: > > Thanks. There is no "Portfolio Manager" in my version, at least I cannot > > find it. (Money 2003). > > > I see Portfolio Analysis under the Investing menu, but that report takes no > > parameters. > > > > "Wally" <Wally[at]discussions.microsoft.com> wrote in message > > news:8022A9F5-4E89-4DF7-8FA7-9DF048635152[at]microsoft.com... > > > I assume you are in Portfolio Manager. If you go into reports and chose > > any > > > performance report, it allows you to enter whatever date range you choose. > > > > > "Tim Zych" wrote: > > > > > > The "performance view" is great, but how do I get something that shows > > the > > > > appreciation and income between 2 dates? The only choice is the "as of" > > > > date. > > > > > > > Thanks > > > > > > > > > > > |
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#2
07-11-2005, 02:30 AM
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| Re: how do I view how a stock has performed between dates? Go to the home page. At the top there should be a tab and/or a button labelled Reports. I am currently using Money 2005, so I don't remember the exact layout of your version, but I know there is a Reports button there somewhere. Two of the investment reports are called "Performance by Investment Account", and "Performance by Investment Type." You can customize these reports to show whatever investments and accounts you like, and you can chose whatever "to" and "from" dates you like. These reports can also be displayed in graph form. "Tim Zych" wrote: - quote - > Thanks. There is no "Portfolio Manager" in my version, at least I cannot > find it. (Money 2003). > I see Portfolio Analysis under the Investing menu, but that report takes no > parameters. > "Wally" <Wally[at]discussions.microsoft.com> wrote in message > news:8022A9F5-4E89-4DF7-8FA7-9DF048635152[at]microsoft.com... > > I assume you are in Portfolio Manager. If you go into reports and chose > any > > performance report, it allows you to enter whatever date range you choose. > > > "Tim Zych" wrote: > > > > The "performance view" is great, but how do I get something that shows > the > > > appreciation and income between 2 dates? The only choice is the "as of" > > > date. > > > > > Thanks > > > > > > |
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#1
07-10-2005, 08:09 PM
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| Re: how do I view how a stock has performed between dates? Thanks. There is no "Portfolio Manager" in my version, at least I cannot find it. (Money 2003). I see Portfolio Analysis under the Investing menu, but that report takes no parameters. "Wally" <Wally[at]discussions.microsoft.com> wrote in message news:8022A9F5-4E89-4DF7-8FA7-9DF048635152[at]microsoft.com... - quote - > I assume you are in Portfolio Manager. If you go into reports and chose any > performance report, it allows you to enter whatever date range you choose. > "Tim Zych" wrote: > > The "performance view" is great, but how do I get something that shows the > > appreciation and income between 2 dates? The only choice is the "as of" > > date. > > > Thanks > > |
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07-10-2005, 05:51 PM
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| RE: how do I view how a stock has performed between dates? I assume you are in Portfolio Manager. If you go into reports and chose any performance report, it allows you to enter whatever date range you choose. "Tim Zych" wrote: - quote - > The "performance view" is great, but how do I get something that shows the > appreciation and income between 2 dates? The only choice is the "as of" > date. > Thanks |
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#-1
07-10-2005, 03:51 AM
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| how do I view how a stock has performed between dates? The "performance view" is great, but how do I get something that shows the appreciation and income between 2 dates? The only choice is the "as of" date. Thanks |
| Tags |
| dates, performed, stock, view |
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