edit pre-defined indexes in M06?

#3 09-11-2005, 11:53 AM

I got there, too. Perhaps that replaces the old pre-defined fixed (but
editable) list of indices.

"Chris Cowles" <NoSpam[at]For.me> wrote in message
news:eePy$votFHA.1596[at]TK2MSFTNGP10.phx.gbl...
- quote -

> Dick Watson wrote:
> > I got there, but Once Upon A Time, there was a place to edit the
> > predefined
> > list so you could, say, replace the definition of one of the predefined
> > indices (say Inter[at]ctive yah yah) with another (say MSCI EAFE).
> You can add any new investment to any account by recording a transaction
> in the register. When you do that, you can specify Index as the type, and
> look up the symbol. Indexes created in that manner will appear in the
> drop-down list for comparison to price history of investments.

#2 09-11-2005, 04:47 AM

Dick Watson wrote:
- quote -

> I got there, but Once Upon A Time, there was a place to edit the
> predefined
> list so you could, say, replace the definition of one of the predefined
> indices (say Inter[at]ctive yah yah) with another (say MSCI EAFE).

You can add any new investment to any account by recording a transaction in
the register. When you do that, you can specify Index as the type, and look
up the symbol. Indexes created in that manner will appear in the drop-down
list for comparison to price history of investments.

#1 09-11-2005, 04:17 AM

I got there, but Once Upon A Time, there was a place to edit the predefined
list so you could, say, replace the definition of one of the predefined
indices (say Inter[at]ctive yah yah) with another (say MSCI EAFE).

"Chris Cowles" <NoSpam[at]For.me> wrote in message
news:uldwGsntFHA.2072[at]TK2MSFTNGP14.phx.gbl...
- quote -

> On the Portfolio Manager screen, select Work with Investments> Set up a new
> investment. You have to select an account. Pick Investments to Watch, if
> it still exists. You'll get a 'New Investment' wizard. At the bottom is
> the option to add an index. Pick that and it presents you with a
> pre-defined list.

09-11-2005, 02:46 AM

Dick Watson wrote:
- quote -

> We used to be able to edit details of the pre-defined indexes in M04 or
> earlier versions. As I recall, the path to do this was very obscure--so
> obscure, in fact, that I can't even find a thread in the groups.google
> archives reminding me how you got at it.
> Anybody know if/how you accomplish the same objective in M06? I keep
> trying
> to get with the M06 program here, but I keep finding stuff like this that
> is
> so much harder to get to in M06. Like the old Work with investments|Choose
> a
> specific investment. No easy way to get there in M06. But on half the
> pages
> I have a link to find a great deal on a car loan. Argh.

On the Portfolio Manager screen, select Work with Investments> Set up a new
investment. You have to select an account. Pick Investments to Watch, if it
still exists. You'll get a 'New Investment' wizard. At the bottom is the
option to add an index. Pick that and it presents you with a pre-defined
list.
--
Chris Cowles
Gainesville, FL

#-1 09-10-2005, 05:54 AM

We used to be able to edit details of the pre-defined indexes in M04 or
earlier versions. As I recall, the path to do this was very obscure--so
obscure, in fact, that I can't even find a thread in the groups.google
archives reminding me how you got at it.

Anybody know if/how you accomplish the same objective in M06? I keep trying
to get with the M06 program here, but I keep finding stuff like this that is
so much harder to get to in M06. Like the old Work with investments|Choose a
specific investment. No easy way to get there in M06. But on half the pages
I have a link to find a great deal on a car loan. Argh.

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