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Old 10-10-2007, 05:37 PM
Cal Learner-- MVP
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Default Re: portfolio performance

In microsoft.public.money, PeeeetersJ wrote:

- quote -

> Hi, I recently converted a Quicken file to Money, and am trying to get my
> 401(k) account set up. I have all the funds/balances/shares correctly
> entered, and the performance report is correctly displaying my return rates
> for the period and year-to-date.
> My question is if there is a way to view the account information in a bar
> chart. I found a tab in the customize window that lets you select a chart,
> but it only displays one bar, with the account info as it stands right now.
> What I would like to see is a month-to-month display with historical
> information (this was easy to get in Quicken) so I can look at the long term
> relationship between my cost basis and total portfolio value.


There is no report like that in Microsoft Money. You might try the
NetWorthOverTime and click Customize. Restrict the accounts and
times and perhaps other factors to what you want. There is not the
option to take out the contributions/basis however.
  #-1  
Old 10-10-2007, 02:04 PM
PeeeetersJ
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Posts: n/a
Default portfolio performance

Hi, I recently converted a Quicken file to Money, and am trying to get my
401(k) account set up. I have all the funds/balances/shares correctly
entered, and the performance report is correctly displaying my return rates
for the period and year-to-date.

My question is if there is a way to view the account information in a bar
chart. I found a tab in the customize window that lets you select a chart,
but it only displays one bar, with the account info as it stands right now.

What I would like to see is a month-to-month display with historical
information (this was easy to get in Quicken) so I can look at the long term
relationship between my cost basis and total portfolio value.

Any suggestions?
 

Tags
performance, portfolio
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