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Reporting by total stockholding

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Bob Crocker

22 Aug, 2016 05:39 PM

Is it possible to report total stockholding of each stock, regardless of account or stockbroker that it's held in?

1. 1 Posted by dwg on 24 Aug, 2016 09:43 PM

   

   I can not think of any report in MD that does this.

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2. 2 Posted by Bob Crocker on 26 Aug, 2016 09:02 AM

   

   That's a real shame.
   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.
   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...

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3. 3 Posted by -Kevin N. on 26 Aug, 2016 01:23 PM

   

   Hi Bob,

   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.

   Here is a link to the program's website:
   https://code.google.com/archive/p/hle-ofx-quotes/

   I've used this quotes app for several years now, running MS Money in parallel with Moneydance.

   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.

   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.

   HTH -Kevin N.

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4. 4 Posted by -Kevin N. on 27 Aug, 2016 02:17 AM

   

   Hi Bob,

   In Moneydance, there is an extension called 'Extra Investment Reports'. It appears that this extension can aggregate by individual security tickers across multiple accounts.

   HTH -Kevin N.

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5. 5 Posted by BobCrock on 29 Aug, 2016 02:15 PM

   

   Thanks for pointing that out Kevin.

    

   I think that will do it once I learn how to use it properly.

    

   Bob

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6. 6 Posted by -Kevin N. on 29 Aug, 2016 04:16 PM

   

   Hi Bob,

   You're welcome. I just started toying around with the extension myself.

   -Kevin N.

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7. 7 Posted by Tom Freeman on 29 Aug, 2016 09:01 PM

   

   We have a feature request ticket in for reports by security. I have attached it to this thread.

   Tom Freeman
   Infinite Kind Support

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8. System closed this discussion on 28 Nov, 2016 09:10 PM.