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Microsoft Money Investment Report RRS feed

  • Question

  • The annual % return for one of my investments in the investment reports goes to 0.00% after a period.  Is there a fix or is Money limit to the number of years it will calculate the annual % return?
    Saturday, August 4, 2012 1:25 PM

All replies

  • Are you referring to the "Performance by investment type" report,  a column in the Portfolio Manager, or something else?

    I recommend the Portfolio. See http://social.microsoft.com/Forums/en/money/thread/60e14c6f-8a34-4f48-a286-69f9d6a62dfb

    Saturday, August 4, 2012 3:23 PM
    Moderator
  • Yes, performance by Investment type, the annual % return.  I can run it back to 1997 but when I use all dates (which is what I want to use since I have a bunch of investments with different start dates) or a date before 2/1/1997 the column goes to 0%.  After the 1997 date it calcultes the average return.

    Thanks for any help you can provide.

    Saturday, August 4, 2012 3:37 PM
  • I see some similar anomalies also. I was able to identify a beginning date where there was a problem but there was not a problem starting with the following day. I tried to find a transaction at that date, but I did not.

     I suggest you use the Portfolio Manager.
    Investing->InvestingTools->Portfolio will get you there, but it is better to add Portfolio as a Shortcut to get you to the Portfolio in a single click.
    At the portfolio, ChangePortfolioView->CustomizeCurrentView->PortfolioColumns

    Select each of the seven TotalReturn items, and click Add.  Also
    select TotalAnnualizedReturn.  These will give a much better view
    of how each of your investments have been performing.  You can
    reorder them by selecting one in the DisplayedColumns and choosing
    MoveUp or MoveDown.  You may want to select CostBasis on the right,
    and click Remove.  That column is very meaningful for non-deferred
    accounts, but you should not care about that column for a 401K.

    When done, you can do SaveAs.  Money will ask for a name for that
    view.  Then you will be able to select that view with SelectView in
    the upper-left of the portfolio.  Alternatively, click Save, and
    the view that was in effect when you clicked CustomizeCurrentView
    will be modified.

    You can also reorder and resize columns by dragging the column
    headings while viewing a portfolio.

    Note the AsOf date in the upper right.
    Saturday, August 4, 2012 4:25 PM
    Moderator