In microsoft.public.money, md wrote:

- quote -

I assume you mean to show the TR .

That should work in a way. I think you are trying to measure your
paper-trading performance while also showing the performance for the
various time periods since you made your paper sell. You might want
to consider two watch accounts. Use one for your trading practice,
and use the other to display performance whether you care to "hold"
that security or not in the practice account. They can hold some of
the same securities.

yes. It makes no sense to me to include watch accounts in totals such as Net
Worth etc etc...... So yes your way works and that is the only way I guess to
do it. Thanks alot. As I said before, Money is very good as some things and
frustrating at other things.
One last idea I have. To include rate of return on sold investments...If I
have 10 shares of a stock (for example only) and then sell all 10 shares, I
sell 9.99 shares in Money investment account. That works. I only do this for
watch accounts for now.
What do you think of that idea.
Thanks...enjoy the weekend

In microsoft.public.money, md wrote:

- quote -

In Money 2006 Portfolio view, selecting
ChangePortfolioView-> ShowWatchAccounts will give you performance
data if the you make the Buys, or even AddShares, be for non-zero
quantity.


It would be my preference that the amounts from watch accounts not
add-in to the overall totals, but they do in Money 2006 when the
watch accounts are shown. So normally you probably want to keep
ChangePortfolioView-> ShowWatchAccounts de-selected most of the time.

Thanks so much. It works as you say.
One thing I cant do is get the rate of return from a "watch" investment
account. I am trying to have a watch investment account with the
recommendations from one advisor. That way I can keep track of his
performance and without actually buying the stocks. Or if I do buy the stocks
I want to keep his stocks picks seperate from my other stocks.
Any ideas on how to do this?

On Fri, 3 Feb 2006 04:58:22 -0800, "md" <md[at]discussions.microsoft.com> wrote:

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It does include them in the various performance reports. I does not include
them (at least in 2003) on the Portfolio page.


--ron

In microsoft.public.money, md wrote:

- quote -

In Money 2006 Portfolio view, toggling
ChangePortfolioView-> ShowClosedPositions changes whether closed
positions affect total return (TR) figures (week, 4 weeks, 3 month,
TD, year, 3 years) and several other numbers, but not the "Ann. Ret"
number.

I share your frustration. Microsoft Money is very good for some things but
not this.

My post above implies that my comments apply only to M2004 & earlier. I
intended to say that Money calculates this way at least through M2004. I
don't know about later versions but would be surprised if they didn't apply
to them as well.


L Cramer" <lzcramer[at]yahoo.com> wrote in message
news:F6JEf.4$%K3.3[at]fe07.lga...
- quote -

Through M2004, return calculations in PV will *include* the performance
of investments previously owned if you still own some shares in that
account. If you sell all shares of an investment then its performance will
be excluded from the calculation.

I find this frustrating. For example, after selling all 12K shares of a
stock I decided a few months later to buy back 1K shares at a lower price.
I am underwater on the shares currently owned, yet PV includes 5 years worth
of dividends and a large price appreciation on the sold shares in my
percentage gain calculation. If I want to calculate my total return for my
currently owned shares, a calculator seems to work best.



"md" <md[at]discussions.microsoft.com> wrote in message
news:3F509A3D-99C2-4A89-B1E1-4D4DD7100D83[at]microsoft.com...
- quote -

I believe that Money does NOT include investments sold in an account when it
figures the rate of return for that account.
So if you sold a lot of stock for big profits but still had the losers Money
would show a negative rate of return for that account. Am I right?

Using 2006 Premium but this would be the same for all versions.