Deluxe portfolio manager
S. Spector
quite a few years. It maintains cash balances; tracks dividends; cost
basis; and is great for observing how things stand and if you have the
cash to take action.
I guess it was too good to be true.
The replacements offered don't even cover some of the same listed stocks
and funds the deluxe covers. Why is a mystery to me. Try VWO a vanguard etf.
I don't know if the newer portfolio managers will be upgraded to similar
performance but I doubt it.
I for one would be willing to pay a small annual fee to retain its
capability.
For Microsoft to drop this is a slap in the face and I will never buy a
MS product again.
MBK
This was a direct email response from MSN support, they dont get it!
"If you actually understood my request you would not have cut and pasted
gobblygook into your reply.
I will need to read my tax lot history for many years into the future, until
I die.
You are going to kill off Deluxe Portfolio Manager. I trusted you to keep
it running.
So, IS MICROSOFT going to Provide A READER for the historical data? "
=======================
This is what support wrote in an email:
Thank you for contacting Microsoft Money Online Support Services. My name is
Haydee, and I'll be assisting you with your case today. I hope you are doing
great!
To give the most accurate support possible, I would like to give a brief
summary of the problem as I understand it.
You would like to know if there is going to be a way to view your data after
the Deluxe portfolio has been removed since you have all your information in
it.
If I have misunderstood the issue, please don't hesitate to let me know.
I apologize things are not working as they should and I will certainly help
you with the issue in any possible way I can. ( !! It is working but YOU are
going to Kill it!)
The Deluxe portfolio will be removed. However we do not have an exact date
of when the portfolio will be removed.
Microsoft’s plans are to remove it when Silverlight portfolio has all of the
features than the Deluxe portfolio however these are plans and there may have
to be some updates to the portfolio once it has been completely updated as
the Deluxe portfolio.
When Microsoft decides to remove the Deluxe portfolio you will be informed
by a note or prompt in the website. In the meantime you can still use the
Deluxe portfolio.
For you not to depend of the Deluxe portfolio been removed or not, take
advantage of the Money software.
www.microsoft.com/money ( Do you mean MONEY can read all the Deluxe Cost
Data? answer please! )
In the meantime if you wish to go back to the Deluxe portfolio please click
on the link at the very bottom of the new portfolio page that says “switch to
a different MSN Money Portfolio Manager” and select “investment toolbox
portfolio manager”.
(I am there..never left.)
Please let me know if this helps to clarify the situation.
I would like to let you know that I will be out of the office until Sunday
May 31, 2009. In case you reply I will get back to you by then. Your
understanding is greatly appreciated.
If anything is unclear, please feel free to let me know. I look forward to
your reply.
( from the looks of your reply, you are unclear! )
dumel
"S. Spector" <sspe...@socal.rr.com> wrote in message
news:us0ezsH4...@TK2MSFTNGP05.phx.gbl...
L.R.Newton
that I refuse to stop using. I track about 50 catagories of industry with
20-40 stocks in each one and the DPM does a good job of keeping up. I am
afraid that my laptop refuses to run the new program without task manager
informing that the program is "not responding". Today I let it sit and 30
minutes later it responded. It didn't import exactly from DPM. So I started
modifying the columns which took another 2 hours only to find no column
heading for stock date of purchase aka Last Transaction.
I'm sorry to say that the new app is crap. I'm not going to buy a new laptop
just to attempt to prove that it's still a piece of crap. Do your own quality
control for once.
-----------------------------------------------------------------------------------------------
BobD
I too have been using the Portfolio Manager for years because it handled the
fractional shares (most of the time) that I have been accumulating at
ShareBuilder. I can't understand why you dumb down a sucessful product.
There have been a dozen stock positions in the past where the previous
version of the Manager was incorrectly rounding the 4 significant digits of
shares to 2 digits, and now the buy and sell quantities are not exctly equal.
The kicker is that this condition is no longer fixable in the new Preview
edition. The option to edit a stock with an error is locked out.
The non-recognition of several of the transaction types seems to be a sign
of the programmers not being sharp enough or MS didn't allow them enough time
to get all the features completed before rollout.
I sure wish there was a module/program that would export of all the
individual transactions from the current or backup file (that seems to be an
encrypted binary). It would save my years of data entry (and months of new
keypunching) for another program or vendor.
ianp
way way behind it!
Cal Learner
>I like many of you have been using the Deluxe portfolio manager for
>quite a few years. It maintains cash balances; tracks dividends; cost
>basis; and is great for observing how things stand and if you have the
>cash to take action.
>
>I guess it was too good to be true.
>
>The replacements offered don't even cover some of the same listed stocks
>and funds the deluxe covers. Why is a mystery to me. Try VWO a vanguard etf.
>
>I don't know if the newer portfolio managers will be upgraded to similar
>performance but I doubt it.
>
>I for one would be willing to pay a small annual fee to retain its
>capability.
>
Here is my suggestion of an action plan for you:
In the FAQ on the PMQuestions page for the "Is there an
alternative..." question, see
http://articles.moneycentral.msn.com/common/pmquestions.aspx#r12
Buy the boxed Money Plus Deluxe via Ebay. This will give full
function thru January 2011. Do not lose the disk or the *key* that
comes with it. You can activate on 2 computers: your desktop and
your laptop.
Be sure to remove your Live ID from your file before then. It is not
clear to me if that is critical, but it won't hurt. I expect your
Live ID to be on the file when you convert it over to Microsoft
Money. You will need to have a Live ID on your file if you are going
to get transactions downloaded for those FIs where the info comes in
via a third party: Yodlee. For other purposes, you can have no
password or a conventional password.
Keep track of additions to http://www.microsoft.com/money/faq.mspx
After January 2011 you will not be able to reinstall and activate
from the disk as you received it after that date. However there will
be some method provided to remove the DRM so that you will be able
to install onto computers after support has ended. Stay tuned to
that http://www.microsoft.com/money/faq.mspx for the methodology.
The no-DRM solution will not provide quotes or transactions, but you
will be able to get OFX or QIF files from financial institutions
that have transactions and maybe quotes. Some brokers already
provide quote data on your holdings in the OFX file. There may be
somebody who produces a tool that reads quote date from a source,
and feeds an OFX file to Microsoft Money.
So your basis data and transaction history will be maintained.
s spector
capability and hope Microsoft changes their mind or someone else picks
it up and supports it.
Cal Learner wrote:
> In microsoft.public.moneycentral, S. Spector wrote:
>
>> I like many of you have been using the Deluxe portfolio manager for
>> quite a few years. It maintains cash balances; tracks dividends; cost
>> basis; and is great for observing how things stand and if you have the
>> cash to take action.
>>
>
Cal Learner
>So what your saying is spend approx. $45 for 15 months of additional
>capability and hope Microsoft changes their mind or someone else picks
>it up and supports it.
I am not saying either of those things. Those are not going to
happen as far as I can see.
I am saying your basis data and transaction history will be
maintained. You could add transaction data after January 2011 by
hand, or by import of OFX file statements from your broker. Somebody
may arrange to provide price data by OFX file.
You could convert to Quicken 2010 now using the Money Plus Deluxe
free trial or to Quicken 2011 later via Money Plus Deluxe.
Monika
programm (any) that will do the same or most of the same functions and
options that the Deluxe Portfolio Manager is doing for now, but will no
longer as of November??? I have been going back and forth with Quicken to see
if they have anything similar, but it sounds as though they have even fewer
viewing and tracking options as the new Silver Light. I would love to know
which programm - if it costs tp purchase, that is ok - will do similar
tracking options as the Deluxe P.M.
Did you find something similar yet???
Thanks for your reply!
edbianc
and offers Mstar ratings as well. Unfortunately you need to be a subscriber
to Mstar.
S@discussions.microsoft.com Alex S
Alex
tanglewood
"Monika" wrote:
I switched over to Yahoo Finance Portfolio. It's pretty good and it handles
and calcultes your cash balance on buys and sells. MSN suggests putting your
cash entry in as a money market fund. You have to manually calculate it on
buys and sells. They forgot one big thing, what about negative cash as in
margin debt? They have no suggestion for that and I tried putting a short
entry in for the money market negative balance but it doesn't accept.