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
