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  #6  
Old 11-18-2006, 02:47 PM
bdeg
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Default Re: Watch Accounts

Everyone ... thanks for the suggestions. I'll try some of these ideas ans
see which works best.


"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Marilyn & Bob wrote:
> > Why don't you set up a completely separate file for your imaginary
> > portfolio? In it, set up one investment account with your initial "pot" in
> > the cash account part of that investment account. Then go do your thing
> > with that money and see how much you gain or lose.

> Alternativly, he could work around the problem by changing the watch
> account in settings/details to not a watch account. Look at the
> portfolio. Then switch the account back to be a watch account.

  #5  
Old 11-10-2006, 08:04 PM
Cal Learner-- MVP
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Default Re: Watch Accounts

In microsoft.public.money, Marilyn & Bob wrote:

- quote -

> Why don't you set up a completely separate file for your imaginary
> portfolio? In it, set up one investment account with your initial "pot" in
> the cash account part of that investment account. Then go do your thing
> with that money and see how much you gain or lose.


Alternativly, he could work around the problem by changing the watch
account in settings/details to not a watch account. Look at the
portfolio. Then switch the account back to be a watch account.
  #4  
Old 11-10-2006, 02:09 PM
Marilyn & Bob
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Default Re: Watch Accounts

Why don't you set up a completely separate file for your imaginary
portfolio? In it, set up one investment account with your initial "pot" in
the cash account part of that investment account. Then go do your thing
with that money and see how much you gain or lose.
--
Peace,
BobJ

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:ele8WcIBHHA.4592[at]TK2MSFTNGP03.phx.gbl...
- quote -

> Maybe there should be, but I don't think the design intends to provide any
> support for model portfolios using Watch Accounts.
> "bdeg" <bdeg[at]discussions.microsoft.com> wrote in message
> news:7CC57C07-08EE-4613-A032-42E799424C0D[at]microsoft.com...
> > There should be some way of displaying the "sold"
> > stocks and monitoring realized gains when you sell all shares.



  #3  
Old 11-10-2006, 01:34 PM
---Fitz---
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Posts: n/a
Default Re: Watch Accounts

Why not create an account and call it whatever you want? Then you can track
the info for all transactions through a customized report.

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:ele8WcIBHHA.4592[at]TK2MSFTNGP03.phx.gbl...
- quote -

> Maybe there should be, but I don't think the design intends to provide any
> support for model portfolios using Watch Accounts.
> "bdeg" <bdeg[at]discussions.microsoft.com> wrote in message
> news:7CC57C07-08EE-4613-A032-42E799424C0D[at]microsoft.com...
> > There should be some way of displaying the "sold"
> > stocks and monitoring realized gains when you sell all shares.



  #2  
Old 11-10-2006, 04:14 AM
Dick Watson
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Posts: n/a
Default Re: Watch Accounts

Maybe there should be, but I don't think the design intends to provide any
support for model portfolios using Watch Accounts.

"bdeg" <bdeg[at]discussions.microsoft.com> wrote in message
news:7CC57C07-08EE-4613-A032-42E799424C0D[at]microsoft.com...
- quote -

> There should be some way of displaying the "sold"
> stocks and monitoring realized gains when you sell all shares.



  #1  
Old 11-10-2006, 03:03 AM
bdeg
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Posts: n/a
Default Re: Watch Accounts

I understand the intent of watch accounts and that keeping 1 share in a stock
will keep it on display. After a while, however, if you're using the account
as a test portfolio, all those single share stocks begin to throw off your
numbers and you have to keep figuring in those single shares at the sale
price (not current price). There should be some way of displaying the "sold"
stocks and monitoring realized gains when you sell all shares.


"- Bobb -" wrote:

- quote -

> a watch account isn't REAL money, so buy a share of each and leave it
> there. It's just "pretend money".
> When you don't want to see it , edit the view to HIDE watch account
> ( right-click on header above the stock info - then Customize or Edit
> view or whatever it's called)
> "bdeg" <bdeg[at]discussions.microsoft.com> wrote in message
> news:2FC1DCA1-49BB-4AB3-8E7D-7E956E421D1E[at]microsoft.com...
> > I've set up a watch account to use as a model for an investing
> > strategy I'd
> > like to try. In doing so, I want to be able to track theoretical
> > purchases
> > and sales of individual stocks. I want to track sales and realized
> > gains on
> > my Account Summary window, so I've customized my view to do that.
> > After
> > entering a purchase, the stock shows up just fine on my account
> > summary, but
> > after I sell all shares, it no longer shows up so I'm not able to
> > track
> > realized gains. How can I get Money to continue to display the stocks
> > I no
> > longer "own" in my watch account?

 
Old 11-09-2006, 08:12 PM
- Bobb -
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Posts: n/a
Default Re: Watch Accounts

a watch account isn't REAL money, so buy a share of each and leave it
there. It's just "pretend money".

When you don't want to see it , edit the view to HIDE watch account
( right-click on header above the stock info - then Customize or Edit
view or whatever it's called)


"bdeg" <bdeg[at]discussions.microsoft.com> wrote in message
news:2FC1DCA1-49BB-4AB3-8E7D-7E956E421D1E[at]microsoft.com...
- quote -

> I've set up a watch account to use as a model for an investing
> strategy I'd
> like to try. In doing so, I want to be able to track theoretical
> purchases
> and sales of individual stocks. I want to track sales and realized
> gains on
> my Account Summary window, so I've customized my view to do that.
> After
> entering a purchase, the stock shows up just fine on my account
> summary, but
> after I sell all shares, it no longer shows up so I'm not able to
> track
> realized gains. How can I get Money to continue to display the stocks
> I no
> longer "own" in my watch account?


  #-1  
Old 11-09-2006, 02:21 PM
bdeg
Guest
 
Posts: n/a
Default Watch Accounts

I've set up a watch account to use as a model for an investing strategy I'd
like to try. In doing so, I want to be able to track theoretical purchases
and sales of individual stocks. I want to track sales and realized gains on
my Account Summary window, so I've customized my view to do that. After
entering a purchase, the stock shows up just fine on my account summary, but
after I sell all shares, it no longer shows up so I'm not able to track
realized gains. How can I get Money to continue to display the stocks I no
longer "own" in my watch account?
 

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