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

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.

- 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


1. IE7 MSN Money Investment Toolbox (Portfolio Manager)

2. New Investment Account Does Not Appear in my Portfolio Manager?

I just upgraded from Money 2005 to Money 2007 Deluxe. It converted my 2005
file to 2007 format. I have 3 investment accounts and I just added a new
account. I manually created the account and entered some stock transactions
and the account cash and stock registers look good. My other accounts all
appear in my portfolio manager, but the new one does not. A separate issue,
I purchased 2007 to continue to receive online quotes, since my 2005 had
expired; but about only halve are updating. I do not use online brokerage

Money 2007 Version:

Thank you

3. IE7 MSN Money Investment Toolbox (Portfolio Manager)

4. Anyway to import data from Investment Toolbox/Portfolio Manager?

5. access or excel template to monitor personal investment portfolio

6. [News] [Rival] Gates Foundation = Investments Portfolio in Disguise

7. wrong account number in investment portfolio

8. Adding investment from portfolio view

9. How do I create an investment portfolio for my clients?

10. Investment Portfolio Management Spreadsheet

11. Investment portfolio management?

12. what companies would you put in a Linux investment portfolio?

13. Portfolio Problem - Missing Investments

14. Transfer investments from one portfolio to another

15. Charting the total of my investment portfolio