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| In microsoft.public.money, Wil Douglas wrote: - quote - > Hello Fellow Money User:
You are not required to enter a symbol. Leave the box blank. You> I am attempting to track the investments made inside my > variable universal life policy, the investment portion > attached to the life insurance. It is an investment > vehicle similar to an IRA but with certain tax benefits > on the accumulating value . My investments within this > policy (held wth American Express Financial Advisors) are > not shares of stock in mutual funds traded with a > symbol. Rather, they are "units" of fund families > without symbols found on the exchanges. As a result, > Money cannot find a symbol for it so it cannot be added > and tracked. > How does one get around being forced entering a symbol > for the investment? I would like to track my investment > value in Money but the requirment of a symbol has stymied > me. Has anyone else encountered this frustrating aspect > when working with investments in their portfolios? Any > help would be appreciated. will have to enter the price manually. Not all investments have symbols or prices available thru the quote services. Investment-> Portfolio-> UpdatePrices-> UpdatePricesManually |
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| Hello Fellow Money User: I am attempting to track the investments made inside my variable universal life policy, the investment portion attached to the life insurance. It is an investment vehicle similar to an IRA but with certain tax benefits on the accumulating value . My investments within this policy (held wth American Express Financial Advisors) are not shares of stock in mutual funds traded with a symbol. Rather, they are "units" of fund families without symbols found on the exchanges. As a result, Money cannot find a symbol for it so it cannot be added and tracked. How does one get around being forced entering a symbol for the investment? I would like to track my investment value in Money but the requirment of a symbol has stymied me. Has anyone else encountered this frustrating aspect when working with investments in their portfolios? Any help would be appreciated. If any Money programmers are reading this, please consider that it would be cool if the value of this investment could also be updated automatically in the insurance planner. Currently I have to periodically go in there and tell it how much the cash portion is worth. Thank you! Wil Douglas Las Vegas, NV |
| Tags |
| adding, insurance, investment, life, policy, portion, unit, variable |
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