tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/1180-reporting-by-total-stockholdingInfinite Kind: Discussion 2018-03-17T01:55:56Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/405878172016-08-24T21:43:27Z2016-08-24T21:43:27ZReporting by total stockholding<div><p>I can not think of any report in MD that does this.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/405878172016-08-26T09:02:03Z2016-08-26T09:02:07ZReporting by total stockholding<div><p>That's a real shame.<br>
MS Money, though obsolete, does this. And it transpires that MS
Money will still run on Windows 10, though one now has to manually
download stock prices periodically. Still OK if you don't have too
big a spread of stocks. Normally 12 to 15 sectors works for
diversification purposes.<br>
I've reached the end of my free trial of MD and just not sure
whether to pay the money or continue with MS Money...</p></div>Bob Crockertag:infinitekind.tenderapp.com,2009-01-14:Comment/405878172016-08-26T13:23:47Z2016-08-26T17:13:50ZReporting by total stockholding<div><p>Hi Bob,</p>
<p>Provided that your stock holding's ticker symbols are available
from finance.yahoo.com, there is a small free application that you
can download to import stock quotes into MS Money.</p>
<p>Here is a link to the program's website:<br>
<a href="https://code.google.com/archive/p/hle-ofx-quotes/">https://code.google.com/archive/p/hle-ofx-quotes/</a></p>
<p>I've used this quotes app for several years now, running MS
Money in parallel with Moneydance.</p>
<p>There is also another app for MS Money called Pocketsense that
can connect to OFX servers to download and import transaction data
from those financial institutions that provide OFX servers.</p>
<p>There's a link to Pocketsense towards the bottom of the stock
quotes webpage that I linked to above. I've used Pocketsense for
years as well. It's a little bit geeky, but once it's set up, it
performs very well.</p>
<p>HTH -Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/405878172016-08-27T02:17:08Z2016-08-27T02:17:08ZReporting by total stockholding<div><p>Hi Bob,</p>
<p>In Moneydance, there is an extension called 'Extra Investment
Reports'. It appears that this extension can aggregate by
individual security tickers across multiple accounts.</p>
<p>HTH -Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/405878172016-08-29T14:15:57Z2016-08-29T14:15:58ZReporting by total stockholding<div><p>Thanks for pointing that out Kevin.</p>
<p>I think that will do it once I learn how to use it properly.</p>
<p>Bob</p></div>BobCrocktag:infinitekind.tenderapp.com,2009-01-14:Comment/405878172016-08-29T16:16:54Z2016-08-29T16:16:54ZReporting by total stockholding<div><p>Hi Bob,</p>
<p>You're welcome. I just started toying around with the extension
myself.</p>
<p>-Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/405878172016-08-29T21:01:20Z2016-08-29T21:01:20ZReporting by total stockholding<div><p>We have a feature request ticket in for reports by security. I
have attached it to this thread.</p>
<p>Tom Freeman<br>
Infinite Kind Support</p></div>Tom Freeman