Investment Performance & Portfolio Views within Graphs & Reports

Clive Gilroy's Avatar

Clive Gilroy

05 Mar, 2020 03:20 PM

I’ve been using Microsoft Money since 1995 but, following the recent withdrawal of support for Windows 7, I’m looking at alternative personal finance packages which provide similar investment portfolio account coverage for brokerage accounts with cash & share account components.

 Within MS Money Portfolio Manager the “Standard View” is similar to Moneydance in that shares (securities) are listed under each investment account.
 However, the MS Money “Holdings View” allows a securities view (merged where identical & ignoring the individual accounts) together with the % of the total portfolio represented by each security

 This can be useful in avoiding going “overweight” where identical securities are held within more than one investment account.

I've tried to edit the Views within each of the Moneydance “Portfolio” & “Investment Performance” views by unticking the Investment boxes but cannot find a way to display a “Holdings View” of ALL SHARES within the entire portfolio –----Only one share (security) holding can be displayed at a time and these are still listed separately for each account

Is there a way round this or could it be worth considering at a future update of Moneydance were there sufficient interest?

  1. 1 Posted by -Kevin N. on 05 Mar, 2020 04:16 PM

    -Kevin N.'s Avatar

    Hi Clive,

    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).

    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.

    Investment handling and reporting are a weaker in Moneydance than they are in MS Money.

    As for the aggregate holdings information that your looking for, the Asset Allocation report may help.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by Clive Gilroy on 05 Mar, 2020 04:56 PM

    Clive Gilroy's Avatar

    Hi Kevin,

    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.

    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!

    After updating prices manually for over 10 years, then automatic updates would be welcome-- the huge advantage of Moneydance and Quote Loader.
    Thanks again,
    Clive

  3. 3 Posted by -Kevin N. on 05 Mar, 2020 06:34 PM

    -Kevin N.'s Avatar

    Hi Clive,

    If you're interested, here is the link to Pocketsense. https://sites.google.com/site/pocketsense/home/msmoneyfixp1

    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.

    Once it's set up, it's pretty much a 1-click operation to d/l quotes and / or transaction data.

    Pocketsense has a help forum here:
    http://pocketsense.blogspot.com/
    Robert still remains active on the forum.

    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.

    -Kevin N. (not a member of MD support)

  4. 4 Posted by Clive Gilroy on 05 Mar, 2020 06:51 PM

    Clive Gilroy's Avatar

    Thanks Kevin ~ much appreciated
    Clive

  5. 5 Posted by Clive Gilroy on 17 Mar, 2020 07:03 PM

    Clive Gilroy's Avatar

    Maddy,

    Thanks for your response of 16th March 2020, via the thread “Is there a way to display a master portfolio?”

    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)

    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.

    Thanks again,
    Clive

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