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Old 10-22-2008, 04:44 AM
Cal Learner-- MVP
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Posts: n/a
Default Re: All Accounts in Portfolio Manager

In microsoft.public.money, Ouroboros wrote:

- quote -

> Thanks for that - I'll give it a shot.
> Maybe I can also setup USD or GBP as my own investement type. I could always
> buy it at 1 and pay the interest as a dividend. I guess this might make it
> work?


Try entering your deposits and withdrawals as Buy and Sell of a
Money Market Fund. Then enter Dividend transactions for that fund
when you get interest.


- quote -

> Amazing that that the product after 10+ years of evolution does not have a
> defualt option for this type of working.
> "Brannon" wrote:
> > You can create a 'generic' investment account and record your deposits,
> > withdrawals, interest, etc. transactions in it and it will keep the value of
> > the account in portfolio manager. You could record the interest as
> > "Investment Income:Interest". However, Portfolio Manager won't keep up w/
> > Total Return or much anything else in the analytic columns like it does for
> > stocks.
> > > "Ouroboros" wrote:
> > > > The flexibility of Portfolio Manager, with the nice view and all the user
> > > definable columns is great – especially the way it automatically averages the
> > > total return on all your investments in real time.
> > > > > Because of this total return feature, I’d also like to have my cash savings
> > > account listed in Portfolio Manager which I see is not supported if you
> > > define your cash in a savings or checking account.
> > > > > Therefore, what is the best way to define a cash account so it will appear
> > > in Portfolio Manager, such as setting it up as another investment type in an
> > > investment account? Also, what would be the best way of defining interest
> > > (dividend?) so it tracks the return on cash like it does on stocks?

> >
  #1  
Old 10-22-2008, 04:40 AM
Ouroboros
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Posts: n/a
Default RE: All Accounts in Portfolio Manager

Thanks for that - I'll give it a shot.

Maybe I can also setup USD or GBP as my own investement type. I could always
buy it at 1 and pay the interest as a dividend. I guess this might make it
work?

Amazing that that the product after 10+ years of evolution does not have a
defualt option for this type of working.

"Brannon" wrote:

- quote -

> You can create a 'generic' investment account and record your deposits,
> withdrawals, interest, etc. transactions in it and it will keep the value of
> the account in portfolio manager. You could record the interest as
> "Investment Income:Interest". However, Portfolio Manager won't keep up w/
> Total Return or much anything else in the analytic columns like it does for
> stocks.
> "Ouroboros" wrote:
> > The flexibility of Portfolio Manager, with the nice view and all the user
> > definable columns is great – especially the way it automatically averages the
> > total return on all your investments in real time.
> > > Because of this total return feature, I’d also like to have my cash savings

> > account listed in Portfolio Manager which I see is not supported if you
> > define your cash in a savings or checking account.
> > > Therefore, what is the best way to define a cash account so it will appear

> > in Portfolio Manager, such as setting it up as another investment type in an
> > investment account? Also, what would be the best way of defining interest
> > (dividend?) so it tracks the return on cash like it does on stocks?

>
 
Old 10-21-2008, 07:29 PM
Brannon
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Posts: n/a
Default RE: All Accounts in Portfolio Manager

You can create a 'generic' investment account and record your deposits,
withdrawals, interest, etc. transactions in it and it will keep the value of
the account in portfolio manager. You could record the interest as
"Investment Income:Interest". However, Portfolio Manager won't keep up w/
Total Return or much anything else in the analytic columns like it does for
stocks.

"Ouroboros" wrote:

- quote -

> The flexibility of Portfolio Manager, with the nice view and all the user
> definable columns is great – especially the way it automatically averages the
> total return on all your investments in real time.
> Because of this total return feature, I’d also like to have my cash savings
> account listed in Portfolio Manager which I see is not supported if you
> define your cash in a savings or checking account.
> Therefore, what is the best way to define a cash account so it will appear
> in Portfolio Manager, such as setting it up as another investment type in an
> investment account? Also, what would be the best way of defining interest
> (dividend?) so it tracks the return on cash like it does on stocks?

  #-1  
Old 10-21-2008, 04:49 AM
Ouroboros
Guest
 
Posts: n/a
Default All Accounts in Portfolio Manager

The flexibility of Portfolio Manager, with the nice view and all the user
definable columns is great – especially the way it automatically averages the
total return on all your investments in real time.

Because of this total return feature, I’d also like to have my cash savings
account listed in Portfolio Manager which I see is not supported if you
define your cash in a savings or checking account.

Therefore, what is the best way to define a cash account so it will appear
in Portfolio Manager, such as setting it up as another investment type in an
investment account? Also, what would be the best way of defining interest
(dividend?) so it tracks the return on cash like it does on stocks?

 

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accounts, manager, portfolio
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