MS Money 2002 (UK) - Investment asset allocation

03-08-2008, 01:20 PM

Money reports are not flexible enough. I gave up requesting a decent report
writer. Suggest that you export the data to Excel and make up your own
reports.

Regards

Bill Wood

"ismiff" <ismiff[at]discussions.microsoft.com> wrote in message
news:69E8A1D0-F5ED-49BC-86F0-23C9A875B8AA[at]microsoft.com...
- quote -

> I would like to report on my investment portfolio by sector and
> geographical
> asset classes. If I hold investments in a UK smaller companies fund, a
> Global resource fund and US gilt bonds, I want to report on these assets
> based on their geographical locus (eg UK vs US vs global) or the sector
> into
> which they are invested.
> Is this possible in MS Money 2002? Asset class seems to be limited to a
> few
> pre-selected options and is only available for shares not managed funds
> and
> other investment types. The report by investment type is not good
> nough -
> needs further analysis for even small portfolios. The analysis needs to
> be
> on the investment itself not transactions - so I don't think
> classifications
> can deliver this - any suggestions?
> Thanks

#-1 03-07-2008, 12:20 PM

I would like to report on my investment portfolio by sector and geographical
asset classes. If I hold investments in a UK smaller companies fund, a
Global resource fund and US gilt bonds, I want to report on these assets
based on their geographical locus (eg UK vs US vs global) or the sector into
which they are invested.

Is this possible in MS Money 2002? Asset class seems to be limited to a few
pre-selected options and is only available for shares not managed funds and
other investment types. The report by investment type is not good enough -
needs further analysis for even small portfolios. The analysis needs to be
on the investment itself not transactions - so I don't think classifications
can deliver this - any suggestions?

Thanks

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