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#3
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| Mr Learner: I also have the same problem with options. They do not show up in the portfolio and they are not counted in the portfolio investment returns calculations. Several people have commented on this but we have not gotten a good explanation or a fix. The same problem occurred in Money 2006. Please address this issue. I have posted before and not gotten a reply. For investors that use options Money just doesn't work correctly. I ahve tried all your suggestions to no avail. Please give us a definitive answer or ask the programmers to give us a fix. Thanks "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, pkanjano[at]gmail.com wrote: > > For me, completed options(calls and puts) do not work properly. Under > > "investment transactions" under investing tab of MS money premium > > 2007, when I do the right click on current or completed stocks and > > current options( ones that I still hold), there is a link called "go > > to investment" However, when I do that to completed options( no > > position in my portfolio), there is no "go to investment" link. In > > addition, the completed options are not included in the reports > > "performance by investment type" and "performance by investment > > account." All transactions are shown in "investment transactions", but > > Ms Money seems to not recognize options one they are completed. > > Please help! > In the Portfolio view, try setting > ChangePortfolioView-> ShowClosedPositions. > It does not address your reports, but it should show performance > info and let you right-click the investment to go to the investment > info. report. > Perhaps you could reset or Customize the "Performance by investment > type" report to improve things. Let us know what you find out. > Also, if you don't already have the Portfolio shortcut at the top of > he screen, I suggest you add it. Click Shortcuts.... |
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#2
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| On Jun 3, 1:39 pm, Victor <Vic...[at]discussions.microsoft.com> wrote: - quote - > I have the same problem and have posted the same question in another thread.
I tried but the problem still exists.> Closed option positions are not shown in any performance reports and in the > Portfolio Manager. In Portfolio Manager clicking "Show Closed Position" does > not help. Only closed stock positions are shown. Trying Customize also did > not help. > I called MS Support and they said that closed option positions will not be > shown in the reports and they are shown only in transaction report. Does not > sound right. Any resolution to this problem would be highly appreciated. If > this is not resolved all performance reports will be wrong for option traders. > "Cal Learner-- MVP" wrote: > > In microsoft.public.money, pkanj...[at]gmail.com wrote: > > > For me, completed options(calls and puts) do not work properly. Under > > > "investment transactions" under investing tab of MS money premium > > > 2007, when I do the right click on current or completed stocks and > > > current options( ones that I still hold), there is a link called "go > > > to investment" However, when I do that to completed options( no > > > position in my portfolio), there is no "go to investment" link. In > > > addition, the completed options are not included in the reports > > > "performance by investment type" and "performance by investment > > > account." All transactions are shown in "investment transactions", but > > > Ms Money seems to not recognize options one they are completed. > > > Please help! > > In the Portfolio view, try setting > > ChangePortfolioView-> ShowClosedPositions. > > It does not address your reports, but it should show performance > > info and let you right-click the investment to go to the investment > > info. report. > > Perhaps you could reset or Customize the "Performance by investment > > type" report to improve things. Let us know what you find out. > > Also, if you don't already have the Portfolio shortcut at the top of > > he screen, I suggest you add it. Click Shortcuts.... I also tried to delete the whole investment account. Deleting the whole investment account and adding everything again fix the problem temporally. When I closed and restarted ms money, the problem came back. |
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#1
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| I have the same problem and have posted the same question in another thread. Closed option positions are not shown in any performance reports and in the Portfolio Manager. In Portfolio Manager clicking "Show Closed Position" does not help. Only closed stock positions are shown. Trying Customize also did not help. I called MS Support and they said that closed option positions will not be shown in the reports and they are shown only in transaction report. Does not sound right. Any resolution to this problem would be highly appreciated. If this is not resolved all performance reports will be wrong for option traders. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, pkanjano[at]gmail.com wrote: > > For me, completed options(calls and puts) do not work properly. Under > > "investment transactions" under investing tab of MS money premium > > 2007, when I do the right click on current or completed stocks and > > current options( ones that I still hold), there is a link called "go > > to investment" However, when I do that to completed options( no > > position in my portfolio), there is no "go to investment" link. In > > addition, the completed options are not included in the reports > > "performance by investment type" and "performance by investment > > account." All transactions are shown in "investment transactions", but > > Ms Money seems to not recognize options one they are completed. > > Please help! > In the Portfolio view, try setting > ChangePortfolioView-> ShowClosedPositions. > It does not address your reports, but it should show performance > info and let you right-click the investment to go to the investment > info. report. > Perhaps you could reset or Customize the "Performance by investment > type" report to improve things. Let us know what you find out. > Also, if you don't already have the Portfolio shortcut at the top of > he screen, I suggest you add it. Click Shortcuts.... |
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| In microsoft.public.money, pkanjano[at]gmail.com wrote: - quote - > For me, completed options(calls and puts) do not work properly. Under
In the Portfolio view, try setting> "investment transactions" under investing tab of MS money premium > 2007, when I do the right click on current or completed stocks and > current options( ones that I still hold), there is a link called "go > to investment" However, when I do that to completed options( no > position in my portfolio), there is no "go to investment" link. In > addition, the completed options are not included in the reports > "performance by investment type" and "performance by investment > account." All transactions are shown in "investment transactions", but > Ms Money seems to not recognize options one they are completed. > Please help! ChangePortfolioView-> ShowClosedPositions. It does not address your reports, but it should show performance info and let you right-click the investment to go to the investment info. report. Perhaps you could reset or Customize the "Performance by investment type" report to improve things. Let us know what you find out. Also, if you don't already have the Portfolio shortcut at the top of he screen, I suggest you add it. Click Shortcuts.... |
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#-1
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| For me, completed options(calls and puts) do not work properly. Under "investment transactions" under investing tab of MS money premium 2007, when I do the right click on current or completed stocks and current options( ones that I still hold), there is a link called "go to investment" However, when I do that to completed options( no position in my portfolio), there is no "go to investment" link. In addition, the completed options are not included in the reports "performance by investment type" and "performance by investment account." All transactions are shown in "investment transactions", but Ms Money seems to not recognize options one they are completed. Please help! |
| Tags |
| 2007, money, option, premium, stock |
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