Portfolio Analysis  
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openbar247





PostPosted: Wed Jul 11 19:25:33 CDT 2007 Top

Money >> Portfolio Analysis

Hello All... I've been using MS Money for years and one thing that I've
always been disappointed with is its portfolio analysis features, in
particular because I invest in mutual funds and care about things like
exposure to international markets, different industries, etc. And I also
want meaningful support for rebalancing.

So there are two questions I have to this group. First, does anyone have
a solution to this - a third party application or website that does
this? Second, assuming nothing good (or good & free, even) exists - I
might want to write my own application to do this. Would anyone else be
interested in using it? Is this something people care about - or does
the level of breakdown provided by MSMoney sufficient for normal people?

Thanks!

Information Technology187  
 
 
Cal





PostPosted: Wed Jul 11 19:25:33 CDT 2007 Top

Money >> Portfolio Analysis

>Hello All... I've been using MS Money for years and one thing that I've
>always been disappointed with is its portfolio analysis features, in
>particular because I invest in mutual funds and care about things like
>exposure to international markets, different industries, etc. And I also
>want meaningful support for rebalancing.
>
>So there are two questions I have to this group. First, does anyone have
>a solution to this - a third party application or website that does
>this?

Many brokers and mutual fund companies have a "Portfolio Analysis"
feature. Check out your FI's website(s) as a place to look.
 
 
Jeff





PostPosted: Wed Jul 11 19:36:04 CDT 2007 Top

Money >> Portfolio Analysis
> Hello All... I've been using MS Money for years and one thing that I've
> always been disappointed with is its portfolio analysis features, in
> particular because I invest in mutual funds and care about things like
> exposure to international markets, different industries, etc. And I also
> want meaningful support for rebalancing.
>
> So there are two questions I have to this group. First, does anyone have
> a solution to this - a third party application or website that does
> this? Second, assuming nothing good (or good & free, even) exists - I
> might want to write my own application to do this. Would anyone else be
> interested in using it? Is this something people care about - or does
> the level of breakdown provided by MSMoney sufficient for normal people?
>
> Thanks!

The Morningstar website has some portfolio analysis tools that you
might find useful. I've been playing a bit with their Portfolio X-Ray
tool which gives insight into industry exposure, asset allocation and
even provides your individual stock exposure and overlap within your
funds. You can create a portfolio to analyze on their website by
importing your Money portfolio.

The tool is available to members of their subscription service.
However, I found that if you register with T. Rowe Price you can get
free access to a version of this tool.

Jeff

 
 
ed





PostPosted: Wed Jul 11 19:38:21 CDT 2007 Top

Money >> Portfolio Analysis

>
>> Hello All... I've been using MS Money for years and one thing that I've
>> always been disappointed with is its portfolio analysis features, in
>> particular because I invest in mutual funds and care about things like
>> exposure to international markets, different industries, etc. And I also
>> want meaningful support for rebalancing.
>>
>> So there are two questions I have to this group. First, does anyone have
>> a solution to this - a third party application or website that does
>> this?
>
> Many brokers and mutual fund companies have a "Portfolio Analysis"
> feature. Check out your FI's website(s) as a place to look.


Yup - I've checked out Fidelity's and Vanguard's offerings. They are OK
but still not quite what I am looking for. Do you have a favorite?
 
 
Cal





PostPosted: Wed Jul 11 19:42:50 CDT 2007 Top

Money >> Portfolio Analysis



>>
>>> Hello All... I've been using MS Money for years and one thing that I've
>>> always been disappointed with is its portfolio analysis features, in
>>> particular because I invest in mutual funds and care about things like
>>> exposure to international markets, different industries, etc. And I also
>>> want meaningful support for rebalancing.
>>>
>>> So there are two questions I have to this group. First, does anyone have
>>> a solution to this - a third party application or website that does
>>> this?
>>
>> Many brokers and mutual fund companies have a "Portfolio Analysis"
>> feature. Check out your FI's website(s) as a place to look.
>
>
>Yup - I've checked out Fidelity's and Vanguard's offerings. They are OK
>but still not quite what I am looking for. Do you have a favorite?

I don't use those methods. If I did, I would look at Morningstar.