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#4 04-09-2006, 05:26 PM

In microsoft.public.money, Paul Pedersen wrote:

- quote -

> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message

> > > What does the Portfolio view set to GroupBy:Postion and
> > ChangePortfolioView-> ShowClosedPositions not accomplish for you?
> Thanks.
> That's not exactly what I wanted, since I still have to look through the
> accounts, then right click and go to another screen to see the symbol. But
> it's close enough, and I can use it. Thanks again.

ChangePortfolioView-> CustomizeCurrentView-> PortfolioColumns to add
or move columns should let you show the Symbol.

To sort by a particular column, click the column header.

#3 04-09-2006, 04:54 PM

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:khei32domf98vql208c3q47nq33g1jsph0[at]4ax.com...
- quote -

> In microsoft.public.money, Paul Pedersen wrote:
> > > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> > news:j1vf32hmnagrj4dfe34hkdd7kj8on86j2q[at]4ax.com...
> > > In microsoft.public.money, Paul Pedersen wrote:
> > > > > > I finally found the list of payees, but it wasn't easy. Why make it so
> > > > difficult?
> > > > > > > Now I'm looking for a list of investments, and I can't find that at all.
> > > > Where is it?
> > > > > > > If you want a list of investments that you hold or held, the
> > > Portfolio view is useful. That is the closest to a list of
> > > investments. You can control whether you show only current holdings
> > > or to include past holdings.
> > > > > > > If that is not sufficient, what are you trying do that the Portfolio
> > > view does not accomplish, and what program are you using?
> > > Yes, it's a simple enough thing - I wanted a list of all the investments
> > I've owned or watched.
> > > At present I just wanted to look up a stock symbol for my income tax, but
> > I
> > can see other uses for such a list.
> > What does the Portfolio view set to GroupBy:Postion and
> ChangePortfolioView-> ShowClosedPositions not accomplish for you?

Thanks.

That's not exactly what I wanted, since I still have to look through the
accounts, then right click and go to another screen to see the symbol. But
it's close enough, and I can use it. Thanks again.

#2 04-09-2006, 04:47 PM

In microsoft.public.money, Paul Pedersen wrote:

- quote -

> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:j1vf32hmnagrj4dfe34hkdd7kj8on86j2q[at]4ax.com...
> > In microsoft.public.money, Paul Pedersen wrote:
> > > > I finally found the list of payees, but it wasn't easy. Why make it so
> > > difficult?
> > > > > Now I'm looking for a list of investments, and I can't find that at all.
> > > Where is it?
> > > > If you want a list of investments that you hold or held, the
> > Portfolio view is useful. That is the closest to a list of
> > investments. You can control whether you show only current holdings
> > or to include past holdings.
> > > > If that is not sufficient, what are you trying do that the Portfolio
> > view does not accomplish, and what program are you using?
> Yes, it's a simple enough thing - I wanted a list of all the investments
> I've owned or watched.
> At present I just wanted to look up a stock symbol for my income tax, but I
> can see other uses for such a list.

What does the Portfolio view set to GroupBy:Postion and
ChangePortfolioView-> ShowClosedPositions not accomplish for you?

#1 04-09-2006, 04:37 PM

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:j1vf32hmnagrj4dfe34hkdd7kj8on86j2q[at]4ax.com...
- quote -

> In microsoft.public.money, Paul Pedersen wrote:
> > I finally found the list of payees, but it wasn't easy. Why make it so
> > difficult?
> > > Now I'm looking for a list of investments, and I can't find that at all.
> > Where is it?
> If you want a list of investments that you hold or held, the
> Portfolio view is useful. That is the closest to a list of
> investments. You can control whether you show only current holdings
> or to include past holdings.
> If that is not sufficient, what are you trying do that the Portfolio
> view does not accomplish, and what program are you using?

Yes, it's a simple enough thing - I wanted a list of all the investments
I've owned or watched.

At present I just wanted to look up a stock symbol for my income tax, but I
can see other uses for such a list.

04-08-2006, 06:11 PM

PS. Money 2006 Premium.

"Paul Pedersen" <nospam[at]no.spam> wrote in message
news:Op99BczWGHA.1192[at]TK2MSFTNGP03.phx.gbl...
- quote -

> I finally found the list of payees, but it wasn't easy. Why make it so
> difficult?
> Now I'm looking for a list of investments, and I can't find that at all.
> Where is it?

#-1 04-08-2006, 06:05 PM

I finally found the list of payees, but it wasn't easy. Why make it so
difficult?

Now I'm looking for a list of investments, and I can't find that at all.
Where is it?

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