tag:infinitekind.tenderapp.com,2009-01-14:/discussions/suggestions/428-reports-graphs-and-security-detail-viewsInfinite Kind: Discussion 2017-09-25T16:40:54Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/25233032010-08-24T16:11:21Z2010-08-24T16:11:21Zreports, graphs and security detail views<div><p>Zeke,</p>
<p>By creating a mutual fund as a new security (from the securities detail) you can enter that fund in your register and it will include the number of shares you have in that fund. Are your funds not denominated in a price per share (and therefore a total value of your holdings) method?</p>
<p>How did you work with this information in Quicken? Can you create a screen shot of how you have tracked these funds in the past and how you would find it useful to see them tracked in Moneydance or are you describing a suggestion that was also not available in Quicken? The "investment performance" report does show return % and annual ROI %.</p>
<p>Are your other suggestions descriptions of how you tracked your investments in Quicken? Once I have a more clear understanding of your request, I can create a ticket attached to this case making the suggestion to our developers.</p>
<p>The requests of your last two bullet points seem clear enough and we may be able to implement them in the future.</p>
<p>Sincerely,</p>
<p>Brian Adler</p>
<p>Moneydance Support</p></div>Brian Adlertag:infinitekind.tenderapp.com,2009-01-14:Comment/25233032010-08-24T23:36:57Z2010-08-25T01:32:42Zreports, graphs and security detail views<div><p>Brian<br />
Thanks for the response. I don't want to make mountains out of molehills but I will try to clarify the first two points above:</p>
<p>The moneydance investment acct seems modeled after a broker's acct - I"m guessing, never had one - where one can move securities into or out of a cash balance in the account. My investments are all in single mutual funds from separate vendors. The only transactions are buying and selling shares where the proceeds are transferred to checking or savings accounts. There is no "cash balance" in the mutual fund account, so the cash balance column in the acount's register is of zero information value.</p>
<p>RE the portfolio and security detail views - basically under my circumstances these don't really show that much information I'm interested in. For example:</p>
<p>In the "portfolio view" the "allocation" graph takes up like 60% of the real estate but in my mutual fund accounts the allocation is always 100% so this has zero information value for me. The table at the top only has share value as an indicator of investment performance, which is important, but incomplete. I would prefer info on the ROI. I have several funds with negative changes in share price over time but substantial positive returns because of capital gains and dividend distributions.</p>
<p>In the "security detail" view, similar comments apply. The emphasis is on share value - the share value graph takes up like 50% of the real estate, but it's not that interesting to me. I suggested a couple of possibilities for alternatives that would be interesting to me - I want to see how the investment is growing, including total return, not just share value. I also want to know about volatility of my investments, which was the idea for the other graph of ROI over time.</p>
<p>I'm aware that much of the information I am talking about is available if I craft the right reports, but the main point is that, as I said, the security and portfolio views aren't really much value to me.</p></div>zeketag:infinitekind.tenderapp.com,2009-01-14:Comment/25233032010-08-28T17:09:01Z2010-08-28T17:13:09Zreports, graphs and security detail views<div><p>Zeke,</p>
<p>I understand your points better now. There may be a way that in the future that the investment account can be made to be more customizable such that a user with your needs could have it suit the purpose you're describing and a user with a traditional brokerage account could use it for that purpose. We can discuss that in future development meetings and I have created a suggestion ticket from your inquiry to that end.</p>
<p>Best,</p>
<p>Brian</p>
<p>Moneydance Support</p></div>Brian Adlertag:infinitekind.tenderapp.com,2009-01-14:Comment/25233032010-09-04T02:42:54Z2011-10-25T17:22:23Zreports, graphs and security detail views<div><p>Just to chime in here, I have the same kind of investments as
zeke. I'm currently demoing three applications to replace Quicken,
and Moneydance is definitely the front runner. But I really do miss
seeing the Shares balance in my investment accounts.</p>
<p>All three of the programs I'm trying out use the brokerage
model, and from what I've experimented with so far, Moneydance is
the easiest to use for separate mutual fund tracking. I really
appreciate the BuyXfr option, which is not available in the other
apps as near as I can tell. Moneydance is also the only one that
imported my info correctly from Quicken.</p></div>hoovmosstag:infinitekind.tenderapp.com,2009-01-14:Comment/25233032010-09-05T01:11:00Z2010-09-05T01:11:00Zreports, graphs and security detail views<div><p>Kabing,</p>
<p>I'm glad to hear Moneydance is working well for you, and we'll discuss this feature request in our development meeting. Thanks for chiming in, we very much value our user's input. We'll post here if/when we have an update on this feature request</p>
<p>Angie Rauscher<br />
Moneydance Support</p></div>Angie Rauschertag:infinitekind.tenderapp.com,2009-01-14:Comment/25233032010-09-05T14:38:03Z2010-09-05T15:20:38Zreports, graphs and security detail views<div><p>I'm getting the feeling that my original comments were taken to be mainly about the structure of investment accounts and registers. I just wanted to emphasize that my main point, stated poorly in my rambling posts, is that in terms of investments the main emphasis in moneydance seems to be on investors actively trading stocks as opposed to someone investing mainly in mutual funds with a long-term outlook. For example, as I mentioned, the most easily available information, in the portfolio and security detail views, isn't really of value to someone w/ my style of investing (and opinions!). I guess I would like more information more easily available, including graphs, about total ROI and total value over time of my investments (individually and collectively). Others may have other opinions, but that's the way I see it. Thanks for your attention in this issue.</p></div>zeketag:infinitekind.tenderapp.com,2009-01-14:Comment/25233032010-09-05T17:49:35Z2010-09-05T17:49:35Zreports, graphs and security detail views<div><p>Zeke,</p>
<p>Have you tried the Investment Performance report. It may provide some of what you are looking for.</p>
<p>Also you can customize you account balance report to only list your investments. While it does list the account balance by dollar amount, it also gives you a share count as well.</p>
<p>Tom</p></div>Tom Freemantag:infinitekind.tenderapp.com,2009-01-14:Comment/25233032010-09-05T21:05:30Z2010-09-05T21:31:43Zreports, graphs and security detail views<div><p>Hi Tom<br />
I have looked at the Performance report, and it does give useful information. I think the Portfolio report is potentially more useful, but it only gives numbers over a max of 5 years. This is the one that I think I mentioned as needing an "all dates" column to be more complete. As another example, the only way I can get a picture of my individual investment accounts total value over time is to take the "Net worth" graph, edit it to include only one account, and plot each account one-by-one I don't need this info on a day-to-day basis, but when I do want to look at it, it is quite tedious to get it. This is an example of the kind of info that I think would be useful to have on the portfolio overview and/or security detail pages that would be much more useful to me than what's there. It would actually be very useful of course to tailor these displays to include the info that each user wants to see.</p></div>zeketag:infinitekind.tenderapp.com,2009-01-14:Comment/25233032010-09-06T18:13:00Z2010-09-06T18:13:00Zreports, graphs and security detail views<div><p>Zeke,</p>
<p>We have a ticket in with the developers. They will look into the possibility of added customization of the investment reporting.</p>
<p>Tom</p></div>Tom Freeman