Re: Investment Properties

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Posted by Mark on January 18, 2007 at 22:58:31:

In Reply to: Investment Properties posted by Steve on January 18, 2007 at 15:56:26:

: Under Invsetment Properties I have set up the "Asset Type" labels in accordance with Morningstar's nine style box.. (Large Value, Mid Value, Small Value..etc) and labels for different bond types and cash.

: I have set up labels under the "Investment Goal" for a more broader overview including, Large Cap, Mid Cap, International, Reits, Fixed Income, Money Market..etc

: I am only tracking mutual funds but my problem comes when I try to include a balanced fund of stocks and bonds. You have to chose stock or bond on creating a new investment. I can go to "Investment Goals" reports or graphs and things are shown correctly but the "Asset Allocation" reports or graphs will not be correct.

: Has anybody found an easy/other way around this?

: PS .. I would love to see a M* nine box graph included sometime. Great program!

Hi Steve,

There are 3 groupings you're describing here:

Asset Type
Investment Goal
Investment Type

You can graph/report based on any of these.

For the first 2 (Asset Type/Investment Goal) you can customize these categories, and assign an individual investment into different percentages of these categories.

For the "Investment Type" you must choose one, you can't break it up into percentages of investment types. I believe you're asking for this capability?

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Investment Properties Steven 11:26:08 01/19/07 (0)