Arthur,
Thank you for your help.

Sam.

"arthur" wrote:

- quote -

For the most part broker software is for customers. OX does have a
site tour from their main index page. Others must have some way of
showing you their features also. If you intend trading options I
would investigate the 3 I mention. Even if you do not trade options
you might find one more suited to what you want. Each one is
different in some way and you have to try to see which seems best for
you. Don't be afread to call their customer service and ask
questions.

arthur
==

On Mon, 24 Apr 2006 12:38:01 -0700, Sandac
<Sandac[at]discussions.microsoft.com> wrote:
- quote -

Hi Arthur,
Thanks for the information.
With OX, do I have to open account with them ot they PM software available
to anyone?
Thank you.

Sam.

"arthur" wrote:

- quote -

How do you define Portfolio Management?
IOW what information do you need or want?
Would CSV files help? ie DIY spreadsheet
OX always shows the underlying asset when displaying option positions
in your account positions views.

I have not used IB or TOS so can not tell you what software they have.
There are also user written tools at IB based on their API
(application programming interface) some of which are available to
other customers. OX has an API. Don't know about TOS.

The optionetics site I mentioned is the place to research what others
think of the 3 most popular options friendly online brokers. Don't
expect Money to understand options because it won't. If it won't make
MS money you will never see it.

arthur
==

On Fri, 21 Apr 2006 09:52:02 -0700, Sandac
<Sandac[at]discussions.microsoft.com> wrote:
- quote -

Arthur,
You are saying they have good Prtfolio Management software?
What one do you prefer personaly?
I heard alot about OptionXpress as a trading refference/platform but don't
know about they PM software.
Thank you very much for your help.

Sam.


"arthur" wrote:

- quote -

Interactive Brokers
OptionsXpress
ThinkOrSwim

The optionetics site has a forum with a Broker Topic that contains a
ton of broker discussions. There is an nntp news group
misc.invest.options with low activity.

arthur
==

On Thu, 20 Apr 2006 21:42:01 -0700, Sandac
<Sandac[at]discussions.microsoft.com> wrote:

- quote -

Hi Arthur,
Who are these brokers - IB, OX, or TOS?
What are they full names?
Thank you.


"arthur" wrote:

- quote -

The problem has existed since my first 2003 venture with Mny. Mny is
not Options smart but at least knows that such things exist whereas
Quicken, last I looked, did not attempt to deal with Options as a
separate financial critter. How about Futures? Hey, it's a joke.

The only way to intellegently deal with Options is to use an Options
smart Broker such as IB, OX, or TOS. Others are unknown to me.

Do not hold your breath waiting for a popularist software package to
deal with a sophisticated instrument like Options.

neguhe
==

On Mon, 10 Apr 2006 16:50:02 -0700, Sandac
<Sandac[at]discussions.microsoft.com> wrote:

- quote -

Hi,
I have exactly the same problem and accordint to MS Tech Support:
"... if we record transactions for Stock Options using the dates later than
the expiration date, the stock options may be invisible in the Portfolio
Manager after they are closed in the Money data file. This is a known
issue in Money 2006 program, and our Product Group is working hard on
resolving the issue as soon as possible."

Try to contact them.

"MumbaiBabu" wrote:

- quote -

If you purchased Mny only for stock / index options then you made an
unfotunate mistake. I am not familar with TOS or IB but OX does an
excellent job of tracking your positions at the REAL value ie bid if
long and ask if short. It also understands multileg positions. OX
also has annual and ytd views of your total gain/loss including
dividends and interest.

You might consider OpenOffice -- totally free - and create
spreadsheets. OX will download CSV files of your activity which can
be loaded into a spreadsheet and form the data for other views.

arthur
==

On Sun, 19 Mar 2006 08:01:27 -0800, MumbaiBabu
<MumbaiBabu[at]discussions.microsoft.com> wrote:

- quote -

"MumbaiBabu" <MumbaiBabu[at]discussions.microsoft.com> wrote in message
news:144E32D0-29BC-49F0-93EB-6BBCF8F51F4A[at]microsoft.com...
- quote -

Not challenging your statement, just trying to understand: can you elaborate
on why not having closed positions show up in the portfolio makes it useless
for option traders? How does the past affect current investment decisions?

I'm guessing you'll have to consider some rather pricey software packages if
you need software support for sophisticated option trading.
--
Chris Cowles
Gainesville, FL

MS practice is to almost never ever issue a mid-life patch. If it is deemed
serious enough it "might" make it into M2007 but I don't hold out much hope.

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default...d=fh;EN-GB;mny.


I do not respond to any emails that I have not specifically asked for.

"MumbaiBabu" <MumbaiBabu[at]discussions.microsoft.com> wrote in message
news:144E32D0-29BC-49F0-93EB-6BBCF8F51F4A[at]microsoft.com...
- quote -

"MumbaiBabu" <MumbaiBabu[at]discussions.microsoft.com> wrote in message
news:144E32D0-29BC-49F0-93EB-6BBCF8F51F4A[at]microsoft.com...
- quote -

Don't hold your breath.
--
Chris Cowles
Gainesville, FL

Hello:
Money 2006 Portfolio Manager does not show closed option trades that have
expiry dates in the past, even when the "show closed positions" is checked.
The transactions are still there in the investment accounts, just not visible
in portfolio manager. I just called microsoft support and have notified them
of the issue and hope that this issue is fixed as an update. If not, it
pretty much makes the portfolio manager (and Microsoft Money 2006) useless
for option trading investors.