Portfolio Manager Investment Categories

Portfolio Manager Investment Categories

Post by Dan Konigs » Sun, 01 May 2005 16:09:09


The Microsoft Money 2005 Investment Manager has a column named
"Category" that looks like it would provide a MUCH more useful
breakdown than Money's Asset Allocation does. For example, this column
understands the difference among Large Growth, Large Blend and Large
Value.

These would be very useful, except that:
- In some cases, it's assigned the wrong category, or doesn't recognize
the investment and doesn't have any category, and
- I cannot find a way to sort by, group by, or sum over these
categories within the Portfolio Manager, and finaly
- I cannot find a good way to export these values, short of generic
print to a file (which seems to need manual clean-up before importing
into Excel.)

Note that I am NOT talking about the Money Income and Expense
categories. These Categories do not show up there. I am also not
talking about the asset classes you can set in "Change asset
allocation", or the settings in Investment Settings | Investment
Categories. Those are different.

Frankly, there's a lot of other potentially useful info in the
Portfolio Manager, if I could get it into Excel or get more ways to
manipulate them within Money.

Questions:
- Is there a way to set these Categories for an investment when Money
can't or gets it wrong?
- Is there some better way to export information from the the Portfolio
Manager?

Thanks,
Dan
 
 
 

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