Money 2006 Portfolio two different values for Annualized Return

#2 08-11-2005, 12:22 AM

MoneyLink 2006 should be out very soon.

--
Michael Gordon
MVP

"Greg" <gt1[at]insight.rr.com> wrote in message
news:SrbKe.65750$yC5.15863[at]tornado.ohiordc.rr.com...
- quote -

> Thanks for the pointer. Hopefully they will have a 2006 version soon.
> The 2005 MoneyLink would not work with the M06. I was able to use the
> 2004 version on my M04.
> Now off to write the formulas for Annualized Returns to compare.
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:jknff19r0vfntsoiqvjle8hq39apao2nuu[at]4ax.com...
> > > Does anyone have a slick trick on exporting the portfolio transactions
> > > and
> > > dump them into a spreadsheet for analysis?
> > > Take a look at MoneyLink, tho I don't see a 2006 version yet.
> > http://www.ultrasoft.com/MoneyLink/download.shtml

#1 08-09-2005, 11:59 PM

Thanks for the pointer. Hopefully they will have a 2006 version soon. The
2005 MoneyLink would not work with the M06. I was able to use the 2004
version on my M04.

Now off to write the formulas for Annualized Returns to compare.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:jknff19r0vfntsoiqvjle8hq39apao2nuu[at]4ax.com...
- quote -

> > Does anyone have a slick trick on exporting the portfolio transactions and
> > dump them into a spreadsheet for analysis?
> Take a look at MoneyLink, tho I don't see a 2006 version yet.
> http://www.ultrasoft.com/MoneyLink/download.shtml

08-08-2005, 10:38 PM

In microsoft.public.money, Greg wrote:

- quote -

> I have the test drive version of Money 2006. In the portfolio manager, I
> have the Annualize Return column visible. This provides values for each
> holding, each account, and the entire portfolio.
> At the bottom of the portfolio manager, I have selected Annualized Return as
> one of the three to display. My totals line my portfolio displays an
> annualized return of 7.5%, on the bottom, it displays 10%. I bounced around
> changing the bottom line to display values such Cost Basis, Market Value,
> and Total Returns and these all match the line labeled as Total Portfolio
> Value ($).
> I believe the Annualized Return is a good barometer for understanding at a
> glance how my portfolio is performing. I don't know which number to
> believe. Anyone else see this?
> I also posted a discrepancy between Money 2004 and Money 2006 of the
> annualized return. I did a test with a few of my investment by putting them
> into MYM version 12 (circa 1998) and it matches very close to the Money
> 2006. It would be labor intensive to put all my portfolio transactions into
> MYM as a test.
> Does anyone have a slick trick on exporting the portfolio transactions and
> dump them into a spreadsheet for analysis?

Take a look at MoneyLink, tho I don't see a 2006 version yet.
http://www.ultrasoft.com/MoneyLink/download.shtml

#-1 08-08-2005, 10:34 PM

I have the test drive version of Money 2006. In the portfolio manager, I
have the Annualize Return column visible. This provides values for each
holding, each account, and the entire portfolio.

At the bottom of the portfolio manager, I have selected Annualized Return as
one of the three to display. My totals line my portfolio displays an
annualized return of 7.5%, on the bottom, it displays 10%. I bounced around
changing the bottom line to display values such Cost Basis, Market Value,
and Total Returns and these all match the line labeled as Total Portfolio
Value ($).

I believe the Annualized Return is a good barometer for understanding at a
glance how my portfolio is performing. I don't know which number to
believe. Anyone else see this?

I also posted a discrepancy between Money 2004 and Money 2006 of the
annualized return. I did a test with a few of my investment by putting them
into MYM version 12 (circa 1998) and it matches very close to the Money
2006. It would be labor intensive to put all my portfolio transactions into
MYM as a test.

Does anyone have a slick trick on exporting the portfolio transactions and
dump them into a spreadsheet for analysis?

--
Greg

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