tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/5005-investment-performance-portfolio-views-within-graphs-reportsInfinite Kind: Discussion 2024-02-25T17:35:56Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/481387232020-03-05T16:16:36Z2020-03-05T16:16:36ZInvestment Performance & Portfolio Views within Graphs & Reports<div><p>Hi Clive,</p>
<p>I continue to use MS money in conjunction with Moneydance and just as an FYI, MS Money still works with Windows 10. (if that's the upgrade course you're taking from Windows 7).</p>
<p>There is also a free, third-party app called Pocketsense that imports into MS Money, price quotes from Yahoo.finance and direct-connect transaction data from those financial institutions that provide OFX servers.</p>
<p>Investment handling and reporting are a weaker in Moneydance than they are in MS Money.</p>
<p>As for the aggregate holdings information that your looking for, the Asset Allocation report may help.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/481387232020-03-05T16:56:32Z2024-02-25T17:35:56ZInvestment Performance & Portfolio Views within Graphs & Reports<div><p>Hi Kevin,</p>
<p>Thanks for the information. I have retained MS Money on a Windows 7 HDD isolated from the internet, whilst Moneydance operates on my Windows 10 SSD.</p>
<p>Although some (including my son in law) have reported that MS Money soon began to malfunction on Windows 10 then I can see that there is nothing to lose by trying!</p>
<p>After updating prices manually for over 10 years, then automatic updates would be welcome-- the huge advantage of Moneydance and Quote Loader.<br>
Thanks again,<br>
Clive</p></div>clivetag:infinitekind.tenderapp.com,2009-01-14:Comment/481387232020-03-05T18:34:25Z2020-03-05T18:34:25ZInvestment Performance & Portfolio Views within Graphs & Reports<div><p>Hi Clive,</p>
<p>If you're interested, here is the link to Pocketsense. <a href="https://sites.google.com/site/pocketsense/home/msmoneyfixp1">https://sites.google.com/site/pocketsense/home/msmoneyfixp1</a></p>
<p>Granted, it's a little bit geeky, but I think that Robert (the developer) does an excellent job of making the instructions easy to follow.</p>
<p>Once it's set up, it's pretty much a 1-click operation to d/l quotes and / or transaction data.</p>
<p>Pocketsense has a help forum here:<br>
<a href="http://pocketsense.blogspot.com/">http://pocketsense.blogspot.com/</a><br>
Robert still remains active on the forum.</p>
<p>I've been using MS Money on a Windows 7 SSD, a Windows 10 SSD and a Windows 10 M.2 drive - each without incident.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/481387232020-03-05T18:51:08Z2024-02-25T17:35:56ZInvestment Performance & Portfolio Views within Graphs & Reports<div><p>Thanks Kevin ~ much appreciated<br>
Clive</p></div>clivetag:infinitekind.tenderapp.com,2009-01-14:Comment/481387232020-03-17T19:03:07Z2024-02-25T17:35:56ZInvestment Performance & Portfolio Views within Graphs & Reports<div><p>Maddy,</p>
<p>Thanks for your response of 16th March 2020, via the thread “Is there a way to display a master portfolio?”</p>
<p>Where the same share/security is held in several accounts then it can be very important to have a HOLDINGS VIEW which displays ALL the shares held across the Total Portfolio (i.e. outwith the individual account designations) and the percentage of the total portfolio represented by each share/security (which may be spread over a number of separate accounts)</p>
<p>Like TRudolph I believe that such a feature would be welcomed by many investors and especially those, who like me, were fortunate to have had such a feature in MS Money for over 20 years.</p>
<p>Thanks again,<br>
Clive</p></div>clive