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How to Enter Share / Fund Yield RRS feed

  • Question

  • MS Money Portfolio View has columns for Current Yield and Dividend Yields. How do you enter the yield values for shares and funds?
    Wednesday, September 19, 2018 4:44 PM

All replies

  • As far as I know, you can't.  I'm pretty sure Money 'computes' Current Yield and Dividend Yield from the purchase price, and price update information that you enter for each of your shares/funds - along with the dates of all those entries.

    Teabag

     
    Sunday, September 23, 2018 4:32 PM
  • Portfolio Columns Useable Without the Microsoft Servers

    Without downloads from the Microsoft servers, many Portfolio
    columns continue to work because the values are computed from
    transaction history and quotes.  Quotes can be entered by hand, or
    you can use the MoneySense scripts to download quotes.  Most other
    columns will no longer work, because the data for those is
    downloaded rather than computed from history and price quotes.
    Here are columns that I find to be useful, and which work without
    the Microsoft servers.

    Symbol, Name, LastPrice, Quantity, MarketValue, Gain, PriceAppreciation
    PriceAppreciation, TotalAnnualizedReturn, TotalReturn-1Week,
    TotalReturn-4Weeks, TotalReturn-3Month,TotalReturn-YTD,
    TotalReturn-3Month,TotalReturn-YTD, TotalReturn-1Year,
    TotalReturn-3Year, TotalReturn-AllDates, LastTransactionDate, Memo,
    %OfPortfolio, AverageCost, Commissions, Currency, CurrencyCode.

    There are probably some others related to options that will also work.

    Some columns, such as %Change and TotalChange will show blank. Others,
    such as DividendYield and LastTransaction, will display stale data.


    To edit which Portfolio columns are used, do
    Portfolio->ChangePortfolioView->CustomizeCurrentView->PortfolioColumns

    Tuesday, September 25, 2018 1:20 PM
    Moderator