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Old 02-01-2004, 03:20 PM
Cal Learner-- MVP
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Default Re: Adding a "unit" to the investment portion of my variable life insurance policy

In microsoft.public.money, Wil Douglas wrote:

- quote -

> 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.


You are not required to enter a symbol. Leave the box blank. You
will have to enter the price manually. Not all investments have
symbols or prices available thru the quote services.

Investment-> Portfolio-> UpdatePrices-> UpdatePricesManually
  #-1  
Old 01-30-2004, 01:49 AM
Wil Douglas
Guest
 
Posts: n/a
Default Adding a "unit" to the investment portion of my variable life insurance policy

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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