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Hi, and welcome to the new Frequently Asked Questions (FAQ) post for the My Portfolio feature. If you are having trouble using My Portfolio, please read the questions and answers below. There's a good chance you'll find the answer there (OK, maybe not a good chance, but a chance anyway).

If you don't find the answers you're looking for, or to report a malfunction or other problem, just click on the Post New link above, type a brief description of your question in the Subject box, and type the full question in the large text box below it. (Do not click on the Post Reply link, or post in all caps, as this annoys the semi-friendly My Portfolio Experts who are at this very moment waiting to help.) After you type your question, click the Preview Message button, and if everything looks OK, click on “Yes, Submit Message” to post your question. You can post your notes of gushing praise using this same method, too!



Recent concerns:

Why can't I enter new purchases?
While you're viewing your portfolio, click on Modify/Add Stock (in the blue bar). You'll see a row of empty text boxes above the “I'm Done Editing” button. To add a new purchase, enter the ticker, trade date, quantity, price per share, and commission in the text boxes. Do not press the “Enter” key on your keyboard while filling in the boxes. When the information in the text boxes is complete, click on the “Go” button (on the same line as the text boxes). Do not click on “I'm Done Editing” yet. Wait until the new purchase appears on the screen above a new row of blank boxes. You may now enter another purchase in the same fashion, or click on the “I'm Done Editing” button if you're finished.

Why is the price wrong on my Money Market fund?
The quote services have decided to report the yield of Money Market funds as if it were the fund's price, rather than always report a price of $1. Since My Portfolio doesn't know which funds are Money Market funds, it assumes the price is correct as reported.

Why can't I get a quote on my Canadian stock?
We presently handle only US stocks at www.fool.com and UK stocks at www.fool.co.uk. We do get a lot of requests to add the Canadian exchanges, and we're hoping to add them soon.

How do I enter a split like 1.5:1 (1.5 for 1)?
The same as normal splits. Use the “Adjust For Split” function and enter 1.5 in the box after “Split” and 1 in the box after “For”. To find the “Adjust For Split” function, click on the Help link in the blue bar on the My Portfolio page.

What if a split results in a fractional share?
If you have 33 shares of a stock and it splits 3:2, you'll end up 49.5 shares. Most likely, you'll get cash instead of the fractional share, and end up with 49 shares and some cash, say $13.20 for example. To handle this in My Portfolio, go ahead and do the 3:2 split using the “Adjust For Split” function, which will result in 49.5 shares, then sell 0.5 shares for $26.40/share and $0 commission (a total of $13.20). Adjust the numbers for your particular circumstances, of course.

How do I enter cash dividends?
There isn't as much support for dividends as we'd like in the current version of My Portfolios. For now, if you're using Cash Tracking, simply add the dividend to your Current Cash value (see instructions below).

Why do I get such weird numbers in the summary?
Most likely you're not worrying about the amount of uninvested cash in your portfolio, but for some reason have Cash Tracking enabled. Now every time you buy a stock the purchase amount is deducted from Current Cash -- probably making it negative. If you aren't tracking your uninvested cash, you should disable Cash Tracking (click on “edit portfolio” and choose “Disable Cash Tracking” from the drop-down list next to “Actions:”).

I entered a “buy” today, and the daily change numbers are wrong. Why?
The daily change numbers show the change from yesterday's closing price to the latest available quote. On the day you made your purchase, yesterday's closing price is not particularly relevant, since it's from before you owned the stock. If you switch to one of the Long-Term views, you'll see the change since your purchase. Tomorrow, you can go back to the Short-Term views if you like, and they will make more sense to you.

Why do Trade Date and Ann % Ret show as N/A?
When you are viewing your portfolio in Consolidated view, there could be multiple trade dates, so the date shows as N/A (even if there is only one date). Similarly, there are many different ways to calculated annualized return when there's more than one transaction, so it shows as N/A in Consolidated as well. Just switch to Itemized (click on the button next to Itemized) to see these columns.

Why do I get the “Create Portfolio for (username)” page when I want to see my portfolio?
There's probably a problem with one of the servers. When it can't retrieve any of your portfolios, the server assumes you don't have any portfolios and therefore probably want to create one. Just wait a while and try it again. If you wait about 3.06 seconds, the server should be back to normal again (OK, it may take longer than that!).

Why do I get an error message every time I try to see my portfolio?
If this happens occasionally, it's probably a problem with one of the servers; just wait and try it again later. If it always happens, most likely one of the ticker symbols in your portfolio is invalid or has changed. Above the error message, you'll see a blue bar. Click on the “Modify/Add Stock” link in the blue bar. This will take you to the “edit” page, where you'll be able to see what ticker symbols are in your portfolio. Jot them down, then click on the Quotes/Data tab and try bringing up a quote on each ticker. If you find any invalid tickers, you can go back to Modify/Add Stock and change or delete it (see instructions for both below).

Another possibility is you have a large number of transactions in your portfolio, which causes a “time out” and an error message. The techies are working on increasing the number of transactions you can use, but in the meantime you may have to split your portfolio into two (or more) smaller portfolios. Just click on the “Modify/Add Stock” link in the blue bar to start editing.

Why are some ticker symbols green and others blue?
Actually, your browser is doing that. Links you haven't clicked on are blue, and links you have clicked on are green (your color scheme may vary). The ticker symbol is a link to a quote for that stock.

How do I enter a merger or spin-off?
Each merger or spin-off is a little different, so you'll need to gather some information about the ratio of new shares and such. The procedure for spin-offs is very well described in Dawnc's post 4134 http://boards.fool.com/Message.asp?id=1010013002011000 using the General Motors spin-off of Delphi as an example.

For mergers, you will need to use the “adjust for split” function to adjust the number of shares by the proper ratio. You should be able to get the ratio from the company's web site. Then, you will need to use the “change symbol” function to reflect the correct ticker in your portfolio.


Creating and editing portfolios


How do I get started?
Click on “create portfolio” (or on “Create New” in the blue bar), and follow the instructions. First, you enter a name for your portfolio. Next, you enter a list of ticker symbols for your stocks or mutual funds. (Don't know the ticker? Click on the “Quotes/Data” tab, and find the “Lookup” heading.) For example, to track your Foolish Four portfolio which has Caterpillar, International Paper, JP Morgan, and 3M, you could type “Foolish Four” in the “Portfolio Name:” box and then type “CAT, IP, JPM, MMM” in the “Enter a list of Ticker symbols:” box.

Now, you have two choices. If you just want to follow the prices of these stocks, click on “That's All I Want to Know” and you're all set up (skip ahead now to “Can I enter more than one portfolio?” section).

The other option is to enter a little more information by clicking on “I Want to Tell You More”. Then you'll be able to track the value of your portfolio, compare your returns to the S&P 500 index, and much more. For the most accurate results, you'll want to look up the dates you bought your stocks, the number of shares, the price you paid, and the commissions so you can enter this information. If you don't have these details or don't want to enter it all, you can just enter the number of shares you own for each stock and leave everything else blank; the rest of the information will be filled in for you as if you bought the stocks today.

When you click on “I Want to Tell You More”, you'll see a row of blank boxes for each ticker you entered. Fill in the numbers, and change the drop-down “Buy” to “Short” if that's appropriate. If you need more rows (to enter multiple purchases of a stock, or to add some stocks you forgot to list), click on the “Go” button next to “Open 10 More Entry Rows:”. When you have all your data filled in, click on the “Submit” button. Another chance to edit the information will appear, and you can click on “I'm Done Editing” to finish.

Can I enter more than one portfolio?
Sure! You can have multiple portfolios, and we'll charge you the same price for each additional portfolio as we charge you for the first one ($0.00). Just repeat the steps above, starting by clicking on “create portfolio”. Once you've entered your portfolios, you can view them by selecting one in the “Port:” drop-down list (click the green “Go” button if the new selected portfolio doesn't automatically display).

How do I add, change, or delete stock transactions in a portfolio?
While you're viewing the portfolio, click on “edit portfolio” (if you're viewing the “Summary of All Portfolios”, click on the name of the portfolio you want to change first).

To add a new purchase, enter the ticker, trade date, quantity, price per share, and commission in the row of blank boxes below the list of stocks, and click the “Go” button while “Buy” is showing in the drop-down list. The new purchase will appear on the screen above a new row of blank boxes. (Note: if you don't see any blank boxes, and the word itemized is underlined in “view: consolidated | itemized”, click on “itemized” and the boxes will appear.) To enter a short sale, select “Short” from the drop-down list.

To sell a stock (or cover a short), choose “Sell” (or “Cover”) from the drop-down list on the same line as the stock you wish to sell. Enter the trade date, quantity, price per share, and commission, then click on “Submit”. If you have multiple purchases, you can sell shares starting with the ones purchased first by clicking on the word consolidated in “view: consolidated | itemized” before you choose “Sell”. If instead you wish to sell particular shares, begin by clicking on the word itemized in “view: consolidated | itemized” so you can see each purchase separately.

To change a transaction you're already entered, choose “Modify” or “Delete” from the drop-down list on the same line as the transaction you wish to change. If you don't see “Modify” in the drop-down list, click on the word itemized in “view: consolidated | itemized”. When using “Modify”, enter the changes in the boxes and click on “Submit”.

I typed the wrong ticker symbol. How do I change it?
While you're viewing your portfolio, click on “edit portfolio”. If the word consolidated is underlined in “view: consolidated | itemized”, click on it. Choose “Change Symbol” from the drop-down list on the same line as the stock you wish to change. Enter the new ticker symbol and click on “Submit”.

What do I do when a stock splits?
While you're viewing your portfolio, click on “edit portfolio”. If the word consolidated is underlined in “view: consolidated | itemized”, click on it. Choose “Adjust for Split” from the drop-down list on the same line as the stock that's split. Enter the split information, and click on “Submit”.

Why does the summary say Cash:Disabled?
How do I track my uninvested cash?

When you create a portfolio, a feature called Cash Tracking is initially disabled, since many people don't want to track their uninvested cash. If you'd like to keep track of how cash that's in your portfolio but not invested in stocks or funds yet affects your returns, you can enable the Cash Tracking feature. To turn on Cash Tracking, click on “edit portfolio”, and choose “Enable Cash Tracking” from the drop-down list next to “Actions:” (click “Go” if necessary).

A new line will appear that says “Current Cash:” and $0.00. If you have uninvested cash in your portfolio, choose “Modify” from the drop-down list (click “Go” if necessary). Fill in the amount of cash in the box next to “Modify To:” and click on “Submit”.

When cash tracking is enabled, your cash balance will automatically be updated as you buy or sell stocks, or modify existing transactions. For example, if you buy 10 shares at $25/share with an $8 commission, your cash balance will be reduced by $258.

Can I enter shorts?
Of course! If you're creating a new portfolio, be sure to click on “I Want to Tell You More”. To enter a short in an existing portfolio, click on “edit portfolio”. Either way, you'll see a row of empty boxes where you can enter the number of shares, original shorting price, and commission; then choose “Short” from the drop-down list under “Modifications”.

If you're interested in the mechanics, here's what happens: we'll add the cash from the short to your portfolio, but create a liability for the amount that you owe (the current price to rebuy your shares). As the price of the stock drops (that's why you shorted, after all) the liability will decrease, and your portfolio value will increase, since it'll cost you less to rebuy the shares. This change is reflected in the Long-Term Change column.

How do I delete a portfolio?
While you're viewing the portfolio, click on “edit portfolio”, and choose “Delete Current Portfolio” from the drop-down list labeled “Actions:”. When the “Are you sure?” message appears, double check that you have the right portfolio, then click on the “Yes” button.

How do I rename a portfolio?
While you're viewing the portfolio, click on “edit portfolio”, and choose “Change Current Name” from the drop-down list labeled “Actions:”. Click on the “Go” button if necessary. Enter the new name in the “New Portfolio Name:” box and click on “Submit”.

How do I track an index in my portfolio?
Use one of the following ticker symbols:

$INDU     Dow Jones Industrial Average
$TRAN Dow Jones Transportation Index
$UTIL Dow Jones Utilities Index
$IIX.X Inter@ctive Week Internet Index
$MMX Major Market Index
$NDX.X Nasdaq 100 Index
$COMPX Nasdaq Composite Index
$IUX Russell 2000 Stock Price Index
$RUT.X Russell 2000 Stock Price Index
$MID.X S&P 400 Midcap Index
$SPX.X S&P 500 Index
$SOX.X Semiconductor Sector Index
$WSX.X Wilshire Smallcap Index

For UK Portfolios:
ASX FTSE All Share
SMX FTSE Small Cap
UKX FTSE 100

Why doesn't the “Value” column total match the summary's “Current Value”?
This is because the “Value” column does not include uninvested cash, and the summary's “Current Value” does. If you are not intending to track your uninvested cash, click on “edit portfolio”, and choose “Disable Cash Tracking” from the drop-down list next to “Actions:” (click “Go” if necessary).


Viewing portfolios


How do I see a summary of all my portfolios?
In the yellow box near the top of your screen, you'll see drop-down lists labeled “Port:” and “View:”. To see a summary of your portfolios, choose “All Portfolios” from the “View:” list. If the summary of portfolios doesn't automatically display, click on the green “GO” button to the right.

To go back to viewing your portfolios individually, click on the name of one of your portfolios in the summary.

How do I select a different portfolio?
In the yellow box near the top of your screen, you'll see drop-down lists labeled “Port:” and “View:”. To select a portfolio, choose it from the “Port:” list. If the selected portfolio doesn't automatically display, click on the green “GO” button to the right.

How do I change between daily and long-term views?
In the yellow box near the top of your screen, you'll see drop-down lists labeled “Port:” and “View:”. Choose the view you want from the “View:” list. If the selected view doesn't automatically display, click on the green “GO” button to the right. You can choose daily or long-term views, with share prices either in fractions (like 42 1/16) or in decimals (like $42.06).

What's the difference between Consolidated and Itemized?
When you have multiple transactions for a particular stock, Itemized will show each transaction, whereas Consolidated will combine the transactions for each stock. For example, let's say your portfolio has 20 shares of Caterpillar at $47 each bought on 1/4/99, 25 more shares at $44 bought on 2/1/99, and 30 shares of International Paper at $42 bought on 1/4/99, each with an $8 commission.

In the Itemized view you might see:
Ticker  Trade Date  # Shares  Cost/Share  Cost
CAT 1/4/99 20 47.400 $948.00
CAT 2/1/99 25 44.320 $1,108.00
IP 1/4/99 30 42.267 $1,268.00
$3,324.00

And in the Consolidated view you'd see:
Ticker  Trade Date  # Shares  Cost/Share  Cost
CAT N/A 45 45.689 $2,056.00
IP N/A 30 42.267 $1,268.00
$3,324.00

Notice that in the consolidated view, the two purchases of Caterpillar have been totaled onto one line. The “trade date” shows as N/A since there might be multiple dates (as there is for Caterpillar).

To change between Itemized and Consolidated while viewing a portfolio, click the button next to “Itemized” or “Consolidated” (in the yellow area). If the display doesn't automatically update, click the green “GO” button.

To change between Itemized and Consolidated while editing a portfolio, click on the underlined word in “view: consolidated | itemized” near the top of the screen.

How do I change the order my stocks appear?
To change the sort order for the display, click on one of the underlined headings. For example, to sort the display by stock value, click on the heading “Value”. A small arrow pointing down will appear next to “Value”. This means the highest value stock appears first. Click on “Value” again, and the arrow changes to an upward pointing arrow and the lowest value stock appears first.

When you create your own view, you can select the order by choosing the item you wish to sort on in the drop-down list labeled “Choose Column to Sort On” and selecting a sort direction (you can do this while editing a view as well).

How do make this portfolio be the one that shows next time I log in?
Click on “set this view as default”. Choose the view and portfolio you want in the drop-down lists, then click on the “Do It!” button. If you want to add the URL to the favorites in your browser so you can easily return to your default view, click once on the My Portfolio tab near the top of the scren, even if you're already seeing your default portfolio, right before telling your browser to “add to favorites”.

Can you explain the numbers in the Summary, like the %S&P500?
No. Well, OK, maybe I can. “Original Value” is the cost of all your stocks (including commissions) plus your uninvested cash (if Cash Tracking is enabled). “Current Value” is the current value of all your stocks based on the most recently available quote, plus your uninvested cash (again, if Cash Tracking is enabled). “Daily Change” is the difference between what your Current Value is using yesterday's closing prices and your actual Current Value. “Long-Term Change” is the difference between your Original Value and your Current Value. “Overall Return” is the same as Long-Term Change.

And last, but certainly not least, “% S&P 500” is the long-term change you would have gotten if you'd invested in the S&P 500 rather than whatever you really did invest in. This assumes that you invest the same amount of money in the S&P 500 as you did in your stocks or funds, and at the same dates. Since we don't know what time you bought your stocks, we just use the closing S&P 500 value from the previous day. Also, dividends from the S&P 500 stocks aren't included, but neither are the fees you'd pay if you invested in an index fund or SPDR (ticker SPY).

How can I see Year-To-Date (YTD) figures?
Create a new portfolio, and enter the stocks and funds you held as of the beginning of the year. Use the first day of the year as the date, and the values of the stocks and funds as of that date.

How do I print my portfolio?
While you're viewing your portfolio, just click on your browser's Print button. If your portfolio is too wide to fit on a page (or on your screen, for that matter) try changing to a smaller font (in Internet Explorer, click on View then Fonts, in Netscape click on View then Decrease Font) or, if possible, change your printer to “landscape” mode instead of “portrait” mode (in Internet Explorer or Netscape, click on File, Print, Properties).

If you've created a custom view that's too wide to print (or see on your screen), try creating two or three views, each of which shows part of the information you want to see. Then each view can fit on the screen or on the page.

Another possibility is to use a spreadsheet program, if you have one. While you're viewing your portfolio, click on “Download Custom View”. This will allow you to download a CSV file (comma separated values) either directly into your spreadsheet program (such as Excel) or saved to disk for future use. Once in your spreadsheet, you can use its formatting and printing functions.


Customizing views

You can display your portfolios any way you like by creating your own custom “view”. You can even create several different views, so you can see your portfolios with different information.


How do I create my own “view”?
Begin by clicking on “create view”. Then follow the easy steps. The first step is to click the button next to “Create New View (based on)” if it isn't marked already. Step two: from the drop-down list labeled “Select Basis for Your New View”, choose the view that seems most like the view you want to create (and if necessary, click on the green “GO” button).

The third step: pick a name for your view, and type it in the box labeled “View Name:”. (Make sure you don't pick one of the standard names, like “Long-Term (Fractions)” since they are reserved.) Next, from the drop-down list “Choose Column to Sort On:”, choose the order you want your stocks to appear. For example, choosing “Company Name” would cause Exxon, Microsoft, and Mobil to appear in that order, but choosing “Ticker Symbol” would cause them to appear as Mobil (MOB), Microsoft (MSFT), and then Exxon (XON). You can also choose the sort direction, consolidated or itemized view, and whether or not you want a summary by clicking the appropriate buttons.

The fourth step: choose up to 20 columns of data to be displayed. Initially, these drop-down lists will be filled-in based on the view you selected as the basis in step two. For each column, you can leave the item that's currently chosen, choose a new item from the drop-down list, or choose “-- Remove This Data Element --” to eliminate an existing column. When you've got all your columns just right, click on the “Create!” button to create your view.

How do I pick a view to see now?
In the yellow box near the top of your screen, you'll see drop-down lists labeled “Port:” and “View:”. Choose the view you want from the “View:” list. If the selected view doesn't automatically display, click on the green “GO” button to the right.

How do make this view be the one that shows next time I log in?
Click on “set this view as default”. Choose the view and portfolio you want in the drop-down lists, then click on the “Do It!” button. If you want to add the URL to the favorites in your browser so you can easily return to your default view, click once on the My Portfolio tab near the top of the scren, even if you're already seeing your default portfolio, right before telling your browser to “add to favorites”.

How can I change a view I've created?
Begin by clicking on “edit view”. First, click the button next to “Edit Existing View”. Next, from the drop-down list labeled “Select View to Edit”, choose the view you wish to change. Make any desired changes, then click on the “Edit!” button. Remember, to eliminate an existing column choose “-- Remove This Data Element --”.

How can I delete a view I've created?
Begin by clicking on “edit view”. First, click the button next to “Delete Existing View”. Next, from the drop-down list labeled “Select View to Delete”, choose the view you wish to delete. Click on the “Delete!” button. Make sure you don't change your mind about deleting it now.

What are the -- Company Information -- columns?

Ticker Symbol (“Ticker”): The stock's ticker symbol. Clicking on the ticker symbol when viewing a portfolio brings up quote information on the stock.

Company Name (“Company”): The company's name.

Exchange: The exchange the stock trades on.

What are the -- Stock Information -- columns?

Time of Quote (“Time”): The time the quote data was obtained.

Date of Quote (“Date”): The date the quote data was obtained.

Price - Fractions and Price - Decimals (“Price”): The price the stock is trading at. Quotes are delayed (see “Time of Quote”).

High - Fractions and High - Decimals (“High”): The highest price the stock has traded at today. Before the market opens, and on days the market is closed, the high for the last day the market was open is shown.

Low - Fractions and Low - Decimals (“Low”): The lowest price the stock has traded at today. Before the market opens, and on days the market is closed, the low for the last day the market was open is shown.

Open - Fractions and Open - Decimals (“Open”): The price of the stock the last time the market opened.

Close - Fractions and Close - Decimals (“Close”): The previous closing price for the stock. This is the price of the stock at the market closing which occurred before the most recent market opening (see “Open”).

52-wk High - Fractions and 52-wk High Decimals (“52-wk High”): The highest price the stock has traded at in the last 52 weeks.

52-wk Low - Fractions and 52-wk Low Decimals (“52-wk Low”): The lowest price the stock has traded at in the last 52 weeks.

Price Change - Fractions and Price Change - Decimals (“Dly Pr Chg”): The difference between the delayed stock “Price” and the previous “Close”.

Price Change - Percent (“Dly % Pr Chg”): The percentage change from the previous “Close” to the delayed stock “Price”.

Daily Volume (“Dly Vol”): The number of shares traded so far today, or (if the market is closed) on the most recently completed day of trading.

Average Volume (“Avg Vol”): The average number of shares traded per day (averaged over the last month, as of the previous market close).

Dividend (“Div”): The annual dividend per share of stock. Note that if the company pays dividends quarterly, this number is the sum of the four dividends they pay during a year.

P/E: The stock price divided by the company's annual earnings per share.

Yield: The annual dividend divided by the stock price times 100.

Info Links (“Info”): Links to news, messages, estimates, charts, snapshot, financials, and sec filings for the stock.

Price Change Indicator (“+/-”): A green smiling, yellow neutral expression, or red frowning face depending on whether the “Price Change” was positive, zero, or negative.

Value Change Indicator (“+/-”): A green smiling, yellow neutral expression, or red frowning face depending on whether the “Long-Term Change in Value” was positive, zero, or negative.

What are the -- Portfolio Information -- columns?

Number of Shares (“# Shares”): The number of shares in the transaction.

Trade Date: The date of the transaction. Shows as “N/A” in Consolidated view.

Cost per Share - Fractions and Cost per Share - Decimals (“Cost/Share”): The average cost per share of the stock, including commissions.

Current Value (“Value”): The “Number of Shares” times the delayed stock “Price”.

Total Cost (“Cost”): The total cost of the stock, including commissions.

Daily Change in Value (“Dly $ Val Ch”): The difference between the “Current Value” and the value based on the previous close.

Long-Term Change in Value (“LT $ Val Ch”): The “Current Value” minus the “Total Cost”.

Daily Percentage Change in Value (“Dly % Val Ch”): The percentage change from the value as of the previous close to the “Current Value”.

Long-Term Pct Change in Value (“LT % Val Ch”): The percentage change from the “Total Cost” to the “Current Value”.

% S&P500: The percent change in the S&P 500 from the time you bought the stock to now. (Since we don't know what the S&P 500 was at the exact moment you bought your stock, we use the previous day's closing value.) When viewing in Consolidated (or in the summary), the percent change in the S&P is figured for each transaction, and then a combined percentage is calculated weighted by the “Total Cost” of each transaction.

Percentage of Portfolio (“% of Port”): The percentage that this stock's “Current Value” is of the portfolio's current value, including cash.

Annualized Percent Return (“Ann % Ret”): The annualized return from the “Total Cost” to the “Current Value”, also called Internal Rate of Return (or IRR). Shows as “N/A” in Consolidated view and for stocks you've held less than 15 days.

Cash in Portfolio (“Cash”): The amount of uninvested cash in the portfolio.

Portfolio Name (“Portfolio”): The name of the portfolio.

Why am I reading past the end of the FAQ?
There are some things in life that you just have to answer for yourself.
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No. of Recommendations: 1
Fools,

Love your My Portfolio functions. It's easier to use than my commercial trade account provider's (mainly because for quick updates I can just point and click w/o logging in).

It has the added benefit of being more accurate (in one sense) in that it includes idle cash when computing Long Term percentage gains/losses. I agree with My Portfolio's interpretation that total return should take into account the assets I have invested AND assets awaiting investment.

I see your FAQ mentions specifically that dividends are not treated well because in order for them to be reflected at all in the portfolio, they must be added to the cash account. In so doing, of course, they loose their "flavor" as a return on investment. I'd like to add that interest paid on idle cash should also be handled as a "gain" item.

As you know, not treating these "incomes" as gains, mischaracterizes what are in fact rewards of investment activity. Even worse, simply adding them to the cash column inflates "basis" assets and that actually DILUTES other gains/losses incurred.

Are there any plans to address these problems in the near term?

Thanks for an otherwise terrific feature.

Brian

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No. of Recommendations: 0
I see your FAQ mentions specifically that dividends are not treated well because in order for them to be reflected at all in the portfolio, they must be added to the cash account. In so doing, of course, they loose their "flavor" as a return on investment. I'd like to add that interest paid on idle cash should also be handled as a "gain" item.

As you know, not treating these "incomes" as gains, mischaracterizes what are in fact rewards of investment activity. Even worse, simply adding them to the cash column inflates "basis" assets and that actually DILUTES other gains/losses incurred.

Are there any plans to address these problems in the near term?


Yes, these items are being looked at for improvement in the next release. TMF doesn't publish release schedules, so I can't say exactly when, but in the words of a TMF techie "it's coming soon!"

Dawn
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Please cancel this membership altogether. Your newsletter said to follow the instructions at the end of the page. I have done this twice and still I receive email. Hopefully this message will get through to someone and it will be canceled.
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No. of Recommendations: 1
Hi there!

If you'd like to remove yourself from our direct mail list (a list which we use to send special offers, information about new products, etc.) you may do
so at this page: http://www.fool.com/community/nevermail.htm

If you would like to cancel or add one or more of our free e-mail products just go to: http://www.fool.com/community/freemail/freemaillogin.asp and enter your e-mail address. You can then remove or add any of our e-mail products using the check-list is there.

Hope this helps!
Joann Floyd
TMF Hunzi
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No. of Recommendations: 0
Currently my portfolio is all cash. I can not see the summary data. That is the percent change in total value and the percent change in value for the S&P500. In its place I get a message saying that my portfolio is empty. It is not empty. It is all cash. I was able to modify the cash value, so I know the cash is there. Please fix.
Thanks
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No. of Recommendations: 0
Currently my portfolio is all cash. I can not see the summary data. That is the percent change in total value and the percent change in value for the S&P500. In its place I get a message saying that my portfolio is empty. It is not empty. It is all cash. I was able to modify the cash value, so I know the cash is there. Please fix.

You cannot have a portfolio that is all cash. You will need to add a ticker into your portfolio to view it. My suggestion is to add an index and use "0" shares. You can find the tickers for indices by clicking on "help" (located in the blue bar) when you are in the portfolio screen.

Dawn

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No. of Recommendations: 0
More on the all cash portfolio. I got a suggestion from Dawn that I input an index with zero shares into my portfolio. Now it displays, but the original value is now the current value. This means that the total percent change does not reflect how I did since I started this portfolio. Also the S&P500 percent change also zero. Am I doing something wrong? When I entered the index I left the date blank and it entered todays date. Should I have entered the starting date for this portfolio? I would have but I could not remember it exactly off the top of head.
If I am not making a mistake I suggest motly fool to please change the way they handle cash only portfolios.
Thanks again to Dawn for her suggestion.
/Chuck
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No. of Recommendations: 0
More on the all cash portfolio. I got a suggestion from Dawn that I input an index with zero shares into my portfolio. Now it displays, but the original value is now the current value. This means that the total percent change does not reflect how I did since I started this portfolio. Also the S&P500 percent change also zero. Am I doing something wrong? When I entered the index I left the date blank and it entered todays date. Should I have entered the starting date for this portfolio? I would have but I could not remember it exactly off the top of head.
If I am not making a mistake I suggest motly fool to please change the way they handle cash only portfolios.


My error, I didn't include everything in my response. Sorry!

Original Value is really more like Current Cost. It's the sum of the costs of all your currently held stocks (including commissions). When you sell all of a purchase, it is no longer tracked in your portfolio. When you sell part of a purchase, the original cost of the shares sold (not including commission on the sale) is subtracted. If you have Cash Tracking enabled, the cash balance is also included in Original Value. TMF is currently working on historical tracking functionality for an upcoming release.

Dawn
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No. of Recommendations: 0
Dear Fools:
My wife and I really enjoy the service you guys provide. I check it frequently during the day. Its sort of like the lottery but free and it mostly wins. I just tried to enter a split and it showed the whole price as negative. I'd like to fix that. Please let me know what we can do about it if anything.
Thanks,
Kurt Biewald
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No. of Recommendations: 0
Kurt,

First, when you post a new question to the board, it is best to use the "Post New" instead of the "Post Reply". This way, if someone is reading in the threaded mode, your message won't be missed.

My wife and I really enjoy the service you guys provide. I check it frequently during the day. Its sort of like the lottery but free and it mostly wins. I just tried to enter a split and it showed the whole price as negative. I'd like to fix that. Please let me know what we can do about it if anything.

Which number is showing as a negative? The quote?

Dawn
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No. of Recommendations: 0
Please let me know why the 52 wk high is showing up as:

N/A

Thanks,
Don

don@mediausa.com
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No. of Recommendations: 0
Please let me know why the 52 wk high is showing up as: N/A

TMF is aware of the problems with 52-week high column. They are working with their data provider to get this corrected. This is a link to the latest (10/25) update from TMF Dagger regarding this issue:

http://boards.fool.com/Message.asp?id=1010016001785002

Dawn
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No. of Recommendations: 0
There is a footnote next to the stock HLTH that says earnings report on 10/20. No earnings report was issued, and, in fact, I can't find out when the earnings report will come out. Any suggestions? No one on the HLTH board knows either.
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No. of Recommendations: 0
There is a footnote next to the stock HLTH that says earnings report on 10/20. No earnings report was issued, and, in fact, I can't find out when the earnings report will come out. Any suggestions? No one on the HLTH board knows either.

From looking at the HLTH website, it appears that earnings are reported appx 45 days after the end of the quarter. Looks like someone might have inputted the date incorrectly. TMF will check with their data provider to try to get this corrected.

Dawn
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No. of Recommendations: 0
im having trouble getting the portfolio to escept my command to "finish editing" my portfolio and show me the new veiw. maybe i should decrease the # upon imput.


thomas tlk5@home.com
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When I sold some mutual funds, the correct amount appears in the edit/consolidated portion of the portfolio. When I access the portfolio longterm view the portfolio shows the wrong amount of shares held. I think it is half. I tried entering the information twice but came up with the same result.

Thanks,

Jeff
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No. of Recommendations: 0
silversurfer27,

When I sold some mutual funds, the correct amount appears in the edit/consolidated portion of the portfolio. When I access the portfolio longterm view the portfolio shows the wrong amount of shares held. I think it is half. I tried entering the information twice but came up with the same result.

There was some problem in the database for your portfolio. It should be corrected now. Sorry for the inconvenience!

Phil
TMFRadish
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im having trouble getting the portfolio to escept my command to "finish editing" my portfolio and show me the new veiw. maybe i should decrease the # upon imput.

You will notice performance errors when the portfolio exceeds 75-100 transactions. If you have a large number, then it is advisable to break up the portfolio into two or more smaller portfolios.

Dawn
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No. of Recommendations: 0
Good day! (Is this just a weird day, or what?) When i loe at my portfolio at 1pm, it was fine as it has been for months, andnow,at 4.28pm You have the note "I don't know that symbol" next to all my mutual funds.
I couldn't log on to Fidelity,my broker, nor reach anyone there by phone this entire trading day, and that's why I'm asking you if this is an especially weird day electronically.I rely on you for all my stock info since Fidelity has been,for 8 months so impossible to access in any way. Please don't let me down. Please e-mail my answer to me at Ruby2sd@webtv.net. Thanks.I wish you were a brokerage house..discount,that is!
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Good day! (Is this just a weird day, or what?) When i
loe at my portfolio at 1pm, it was fine as it has been
for months, andnow,at 4.28pm You have the note "I
don't know that symbol" next to all my mutual funds.
I couldn't log on to Fidelity,my broker, nor reach
anyone there by phone this entire trading day, and
that's why I'm asking you if this is an especially
weird day electronically.I rely on you for all my stock
info since Fidelity has been,for 8 months so impossible
to access in any way. Please don't let me down.
Please e-mail my answer to me at Ruby2sd@webtv.net.
Thanks.I wish you were a brokerage house..discount,that
is!
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No. of Recommendations: 0
Good day! (Is this just a weird day, or what?) When i loe at my portfolio at 1pm, it was fine as it has been for months, andnow,at 4.28pm You have the note "I don't know that symbol" next to all my mutual funds.
I couldn't log on to Fidelity,my broker, nor reach anyone there by phone this entire trading day, and that's why I'm asking you if this is an especially weird day electronically.I rely on you for all my stock info since Fidelity has been,for 8 months so impossible to access in any way. Please don't let me down. Please e-mail my answer to me at Ruby2sd@webtv.net. Thanks.I wish you were a brokerage house..discount,that is!


TMF is checking into the current problem with mutual funds. Some fund tickers are showing "not recognized", others are showing incorrect daily change amounts. TMF will get this corrected as soon as possible.

Sorry for the inconvenience.

Dawn

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No. of Recommendations: 0
thank you but it's a really same fantasy portfolio,
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No. of Recommendations: 0
I changed my view while playing around. Now all information runs off the screen. Before, I could see all the information on the screen and each stock had 2 or 3 lines of information. How do I get back to this view?
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No. of Recommendations: 0
I changed my view while playing around. Now all information runs off the screen. Before, I could see all the information on the screen and each stock had 2 or 3 lines of information. How do I get back to this view?

The multi-line views are the standard long-term views. Simply switch your view using the drop down box next to "view".

It sounds like you were playing around with the custom view features. Unfortunately, at this time, you can not adjust them to have multiple rows like the standard long-term view currently is. This functionality is on the user wish list, so we might see it in a future release!

Dawn
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No. of Recommendations: 0
Have reviewed the FAQs in regards to the
repeatible CREATE NEW PORTFOLIO message.Am not sure if I wished to be continually "fooled" Can not access MY PORTFOLIO for 3rd or 4th day after daily multiple attempts. Utilize Netscape Communicator ?4.6 & Hotmail
.com email via MSN. Just also connected to cable connection from prior 56k modem. UNHAPPY CAMPER -SENT 1ST COMPLAINT ONE OR TWO DAYS AGO-NO REPLY,similar to my lack of connection to MY PORTTFOLIO.----=-
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No. of Recommendations: 0
From a first time user; thanks,thanks,thanks!
It worked fine.
I'm learning and enjoying this experience much more than I thought I would. Just love the "boards"...
Keith
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No. of Recommendations: 0
From a first time user; thanks,thanks,thanks!
It worked fine.
I'm learning and enjoying this experience much more than I thought I would. Just love the "boards"...


Keith,

Thank you for taking the time to post! Please feel free to post any suggestions for making this area even better!

TMF Dawn
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No. of Recommendations: 0
It would be nice if the Portfolio Summary Page would also total the ports go get a grand total for all ports. It probably will, but I don't know how.
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It would be nice if the Portfolio Summary Page would also total the ports go get a grand total for all ports. It probably will, but I don't know how.

Currently this functionality is not supported. It is on the user wish list, so we might see it added in a future release.

TMF Dawn
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No. of Recommendations: 0

Whats with the BUY Calk ?? it got a Y2K hangover ?

MK
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No. of Recommendations: 0
Whats with the BUY Calk ?? it got a Y2K hangover ?


Are you having problems with BuyCalc? If so, could you give a little more detail in your post or send an email to TMFAnnC@aol.com

Thanks,
TMF Dawn
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No. of Recommendations: 0
> How do I enter cash dividends?
> There isn't as much support for dividends as we'd
> like in the current version of My Portfolios.
> For now, if you're using Cash Tracking, simply
> add the dividend to your Current Cash value.


If I add dividends in the cash area, then the amount of the dividend is added to the Original Value as well as the Current Value in my portfolio, which makes my Overall Return DECREASE instead of increase. For example, if I started with one $15 stock, and it's now worth $30, my return is 100%. If I add in a $5 dividend (this is a GOOD dividend, I know!) then my Original Value becomes $20, my Current Value becomes $35, and my overall return is down to 75%.

So I think that this would be a disappointing way to track my dividends.

Jane
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No. of Recommendations: 0
If I add dividends in the cash area, then the amount of the dividend is added to the Original Value as well as the Current Value in my portfolio, which makes my Overall Return DECREASE instead of increase. For example, if I started with one $15 stock, and it's now worth $30, my return is 100%. If I add in a $5 dividend (this is a GOOD dividend, I know!) then my Original Value becomes $20, my Current Value becomes $35, and my overall return is down to 75%.

So I think that this would be a disappointing way to track my dividends.


PanrovianMonk came up with a great way to track cash dividends. You can read more about it here:

http://boards.fool.com/Message.asp?id=1010013004551000

TMF Dawn

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No. of Recommendations: 0
Thanks for the info, Dawn. It's just what I wanted!

Jane
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This has to do with how to deal with splits in a portfolio. I've read both the FAQ and the Help. Both say to click on "edit portfolio" - which gives me the same result as clicking on "Modify/Add Stock" in the blue bar. When I do either, I can find NO "Adjust for Split" in the drop-down list at the right of any/all of the stock lines. All I see is Sell/Modify/Delete. Yes, my view is itemized, not consolidated.

What am I missing?
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No. of Recommendations: 0
This has to do with how to deal with splits in a portfolio. I've read both the FAQ and the Help. Both say to click on "edit portfolio" - which gives me the same result as clicking on "Modify/Add Stock" in the blue bar. When I do either, I can find NO "Adjust for Split" in the drop-down list at the right of any/all of the stock lines. All I see is Sell/Modify/Delete. Yes, my view is itemized, not consolidated.

You need to be in consolidated. Click on the consolidated link and the "adjust for split" function will be in the drop down box.

TMF Dawn

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No. of Recommendations: 0
I have tried to print the first page of my stock portfolio containing the stock quotes and the comments containing the notification of splits and earnings. When I did this, I got one page showing the stock portfolio and then ten pages of paper containing one each of the comments from below. Why can't I get one page showing all the comments?
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No. of Recommendations: 0
I have tried to print the first page of my stock portfolio containing the stock quotes and the comments containing the notification of splits and earnings. When I did this, I got one page showing the stock portfolio and then ten pages of paper containing one each of the comments from below. Why can't I get one page showing all the comments?

This is a known bug. You can work around it by using the Print function of your browser (not the print button) and select the pages you wish to print.

TMF Dawn
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No. of Recommendations: 0
Can I include stock options (puts and calls) in My Portfolio?
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No. of Recommendations: 0
As of the last two weeks I have been unable to get results from "my portfolio". My daughter has acess to hers. We use the sme computer. Some info:

ellingtheo
reaganskibum
dakota@nlenx.com

Your service is the greatest and I miss it.

Si Ellingson
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No. of Recommendations: 0
Can I include stock options (puts and calls) in My Portfolio?

Currently, this functionality is not available. It is on the user wish list so we might see it added in a future release!

TMF Dawn
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No. of Recommendations: 0
As of the last two weeks I have been unable to get results from "my portfolio". My daughter has acess to hers. We use the sme computer. Some info:

ellingtheo
reaganskibum


You will need to sign out and sign in under your user name. (It wasn't clear who was who.) The portfolios for "ellingtheo" will only be available when "ellingtheo" is signed in. The portfolios for "reaganskibum" will only be available when "reaganskibum" is signed in.

If I have misunderstood, please let me know.

TMF Dawn
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No. of Recommendations: 0
My 401(k) plan, I own Mass Mutual funds:
1. Indexed Equity "SIA X"
2. Small Cap Equity "SIA S"
3. International Equity "SIA I"

I couldn't locate the ticker symbols at the Fool. How can I track these funds on MyPortfolio?

Thanks much!
Peter III
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No. of Recommendations: 0
My 401(k) plan, I own Mass Mutual funds:
1. Indexed Equity "SIA X"
2. Small Cap Equity "SIA S"
3. International Equity "SIA I"

I couldn't locate the ticker symbols at the Fool. How can I track these funds on MyPortfolio?
I found the following MassMutual tickers:

MCBYX MASSMUTUAL CORE BOND FD CL Y
MCGYX MASSMUTUAL MIDCP GRWTH EQ FD Y
MCI MASSMUTUAL CORP INV
MGEYX MASSMUTUAL GRWTH EQTY FD CL Y
MIEYX MASSMUTUAL INDEXED EQUITY CL Y
MPRYX MASSMUTUAL PRIME FD CL Y
MPV MASSMUTUAL PART'N INV

You might find that some of these funds mirror you 401K funds. At this time, we do not support non-ticker investments.

TMF Dawn
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No. of Recommendations: 0
Hello Fool

> Best ever, I rate you five Stars (*****)

>Would a column showing gain/loss for each stock or
fund since first bought be to much trouble for the
fools to handle?

> Good Show! Thanks
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> Best ever, I rate you five Stars (*****)

>Would a column showing gain/loss for each stock or
fund since first bought be to much trouble for the
fools to handle?

> Good Show! Thanks


Thank YOU for taking the time to post!

You can get the gain/loss since purchase by switching to a long term view. Use the "View" drop down box.

You can also create a custom view to display exactly the information that you would like to see. Click on the "create view" link directly below the View drop down box and following the onscreen instructions.

TMF Dawn
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No. of Recommendations: 0
TMFRadish posted 9/13/99 12:53 PM Number: 7243
"Why am I reading past the end of the FAQ?"
-------------------------------
It's the neverending humor at The Fool that makes repetitive visits a joy. Good job, TMFRadish!
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No. of Recommendations: 0
jackrogue,

TMFRadish posted 9/13/99 12:53 PM Number: 7243
"Why am I reading past the end of the FAQ?"
-------------------------------
It's the neverending humor at The Fool that makes repetitive visits a joy. Good job, TMFRadish!


So you're the one who actually read the FAQ. I was wondering who it was!

Seriously though, thanks for the compliment, I really appreciate it.

Phil
TMFRadish
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No. of Recommendations: 0
I have c reated a portfolio at least 3 times. First I blew it (of course - I'm new to this stuff), then I got all the way through the stock list and punched submit and figured it was OK. Nope. Called up portfolio and got CREATE PORT. FOR ++++. Tried it again and got same. Looked in FAQ;s and found answer (I thought). Tried several times more to call it up - 3 min intervals, 10 min, 1 hour, 1 day. No go. SO - WHAT IS A SERVER AND HOW DO I FIND MINE TO CARP TO??
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No. of Recommendations: 0
uncabob,

I have c reated a portfolio at least 3 times. First I blew it (of course - I'm new to this stuff), then I got all the way through the stock list and punched submit and figured it was OK. Nope. Called up portfolio and got CREATE PORT. FOR ++++. Tried it again and got same. Looked in FAQ;s and found answer (I thought). Tried several times more to call it up - 3 min intervals, 10 min, 1 hour, 1 day. No go.

When you clicked on submit, did the portfolio display, or did you get an error message? If you got an error message, what was it?

Phil
TMFRadish
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No. of Recommendations: 0
I really enjoy being a Fool! "My Portfolio" is a valuable feature. Thanks. Gor3do
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I really enjoy being a Fool! "My Portfolio" is a valuable feature. Thanks. Gor3do

Thank YOU for taking the time to post! Please feel free to post any suggestions for making the My Portfolio feature even better!

TMF Dawn
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No. of Recommendations: 0
To whoever gets this confused cry for help,

How can I run numbers for investment returns? I.E. $10,000 @ 15% compounded annually for ten yrs., 20 yrs., 30 yrs etc. Any help would be hugely appreciated.
Thanks, Derek.
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No. of Recommendations: 0
To whoever gets this confused cry for help,

How can I run numbers for investment returns? I.E. $10,000 @ 15% compounded annually for ten yrs., 20 yrs., 30 yrs etc. Any help would be hugely appreciated.


Here you go:

http://www.calcbuilder.com/cgi-bin/calcs/SAV2.cgi/themotleyfool

TMF Dawn
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No. of Recommendations: 0
I am new to this site. It was given to me by my brother and best friend. I just love Motley Fool to pieces. Am sorry I wasn't into it from the getgo. Thanks a bunch. Yogabear3
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No. of Recommendations: 0
I am new to this site. It was given to me by my brother and best friend. I just love Motley Fool to pieces. Am sorry I wasn't into it from the getgo. Thanks a bunch. Yogabear3

Thank YOU for taking the time to post! Please feel free to post again with any suggestions for making the site even better!

TMF Dawn
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No. of Recommendations: 0
Hi Motley Fool:

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Hi Motley Fool:

There is something wrong with my mouse. It is very fast and I have to be careful. I am certainly not a spammer, what ever that is.

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Hi Motley Fool:

There is something wrong with my mouse. It is very fast and I have to be careful. I am certainly not a spammer, what ever that is.

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Hi Motley Fool:

There is something wrong with my mouse. It is very fast and I have to be careful. I am certainly not a spammer, what ever that is. I am new to the internet as of October 1999 and I am still learning.
I can't remember my portfolio name? Please help me remember it so that I can see what is happening with my portfolo. I think I installed it on 02-14-00. The name has Edge in it, I think.
Thank you. Lovinly@dellnet.com
February 15, 2000
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There is something wrong with my mouse. It is very fast and I have to be careful. I am certainly not a spammer, what ever that is. I am new to the internet as of October 1999 and I am still learning.
I can't remember my portfolio name? Please help me remember it so that I can see what is happening with my portfolo. I think I installed it on 02-14-00. The name has Edge in it, I think.


I do not see any portfolios listed under your user name. We were having server problems yesterday, so the entries might not have been posted. I recommend you recreate your portfolio.

TMF Dawn
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No. of Recommendations: 0
On the portfolio page, wouldn't it be nice to be able to enter a nice round figure say $500 per stock for ten stocks. Then it would be easier to track the $$$$$5,000. I know this would cause a problem with having stocks in pieces and everything but hey, this is a hypothetical right?

If this can be done and i haven't figured it out, please let me know.

Thanks.
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On the portfolio page, wouldn't it be nice to be able to enter a nice round figure say $500 per stock for ten stocks. Then it would be easier to track the $$$$$5,000. I know this would cause a problem with having stocks in pieces and everything but hey, this is a hypothetical right?

This is a wonderful idea! We are looking at the ability to enter a flat amount and have the system calculate the number of shares, so we might see this added in an upcoming release!

TMF Dawn





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Hello TMFRadish!

Forgive me. Your FAQ looks great, a bit long, maybe, but I'm quite certain that it does not discuss the following matter (Again, forgive me if I'm wrong!)

Why does the My Portfolio function not register an accurate release date for the 3Q earnings report for 3COM (COMS)?

Here's what it says today:
1 Coms :Earnings report on 2/29/00.;

But yesterday it said
1 Coms :Earnings report on 3/1/00.;

I've been wondering this for several weeks now, but never had the nerve to ask before.

I don't mean to be critical, but it's puzzling as heck!
I searched several other places (3Com's site, Bloomberg, Hoovers, Yahoo) and couldn't find ANY dates announced for release of 3Q Earnings Report. Hope you can illuminate the situation!

Thanks a bunch!

John Quixote
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No. of Recommendations: 0
Why does the My Portfolio function not register an accurate release date for the 3Q earnings report for 3COM (COMS)?

Here's what it says today:
1 Coms :Earnings report on 2/29/00.;

But yesterday it said
1 Coms :Earnings report on 3/1/00.;

I've been wondering this for several weeks now, but never had the nerve to ask before.


Please feel free to ask when you have a question! That is what we are here for.

The earnings release date are estimated dates based on the companies prior release history. This information is provided by our data provider.

I'm not sure why the date changed from 2/29 to 3/1. It is back at 2/29 now. Yahoo is showing an expected release of 3/1. If they haven't released earnings yet, then most likely, they will be releasing sometime this week.

TMF Dawn

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I owned 25 shares of OMPT. On 2/23 VSTR acquired OMPT.
I elected the Stock Election. "For each share of OMPT you are exchanging, you will be asking to receive 0.8795 shares of VSTR common stock. How do I make that change on MY PORTFOLIO?
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Please cancel the request for OMPT and VSTR. I looked at the wrong transaction on my P.Holdings. Sorry :-(
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I owned 25 shares of OMPT. On 2/23 VSTR acquired OMPT.
I elected the Stock Election. "For each share of OMPT you are exchanging, you will be asking to receive 0.8795 shares of VSTR common stock. How do I make that change on MY PORTFOLIO?


Click on "help" (located in the purple bar) when you are in the My Portfolio screen for instructions on entering takeovers.

TMF Dawn
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I love the fool portfolio, but why can't I change the setting so overall return is year to date rather than overall. You say in FAQ that you need to reenetr the entire portfolio with the beginning of the year as buy date, but this will take forever.

Any other way?

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I love the fool portfolio, but why can't I change the setting so overall return is year to date rather than overall. You say in FAQ that you need to reenetr the entire portfolio with the beginning of the year as buy date, but this will take forever.

Any other way?



Unfortunately not. We hope to add this functionality in an upcoming release!

TMF Dawn
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I didn't see this in the FAQ (apologies if I missed it) but I would like it if one of the columns in my portfolio listed the purchase price of the stock. Right now, to get that information, I have to click on edit portfolio to see the purchase price.

If you switch to the Long-Term view, you should see a "Cost per share" column. This column option is also available in custom views.

TMF Dawn
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No. of Recommendations: 0
Problem-I set up my portfolio with you guys and the
numbers don't jive with the statements i get from my
other web site investment companies. Ilike you site
bettter but I'm loosing money. I PUT IN ALL INFO,DATE
PURCHASED,PRICE PAID ETC.,but current dolllar info
is wrong.


please reply
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Problem-I set up my portfolio with you guys and the
numbers don't jive with the statements i get from my
other web site investment companies. Ilike you site
bettter but I'm loosing money. I PUT IN ALL INFO,DATE
PURCHASED,PRICE PAID ETC.,but current dolllar info
is wrong.


I checked your portfolios and they seem to be fine. I did notice on the second one you have listed, only the first fund has share information. Is this the one you are seeing a difference?

TMF Dawn
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You guys missed the boat with that silly methodology for %SP500. Who cares what the same amount money invested in the S&P500 at the same time you purchased your stock would have returned? It's irrelevant. If the S&P500 is your benchmark than all you care about is how your portfolio return stacks up against it at 4:00 p.m. Eastern time on December 31st. Performance of the S&P500 is historically recorded (generally) as an annualized figure with beginnig date of January 1 and an ending date of 12/31. The measure of the performance of any fund manager (yourself included if you are directing a portfolio) is how his/her return compares as of the same date measured over the same timeframe. What happens at any specific moment during any year turns out to be of little relevance in the final analysis (particularily if one is investing for the long haul)

Congratulations! You have moved closer to the Wise. Overcomplicating a simple situation is not necessary for the Foolish.
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Bimmer325,

<<<You guys missed the boat with that silly methodology for %SP500. Who cares what the same amount money invested in the S&P500 at the same time you purchased your stock would have returned? It's irrelevant. If the S&P500 is your benchmark than all you care about is how your portfolio return stacks up against it at 4:00 p.m. Eastern time on December 31st. Performance of the S&P500 is historically recorded (generally) as an annualized figure with beginnig date of January 1 and an ending date of 12/31. The measure of the performance of any fund manager (yourself included if you are directing a portfolio) is how his/her return compares as of the same date measured over the same timeframe. What happens at any specific moment during any year turns out to be of little relevance in the final analysis (particularily if one is investing for the long haul)>>>

By the "My Annual Return" and the "Benchmark Index" numbers are annualized. You are comparing the same units of time. Very few people start their portfolio on Jan 1 and they need a way to track their investments. The ENTIRE holding period does matter. Would you think I was a great investor if my 1999 returns were 150%? What if my 1998 returns were -40%, my 1997 returns were -80%, and my 2000YTD returns were -90%? Wouldn't you want that information factored in or would you just look at the last full year?

TMF Dawn
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brian, you're either a genius or or you're the opposite. i don't like the cash tracking feature...in my portfolio it's inaccurate and useless and i've tried for the last day to eliminate any and all references to it with no success. i've read and tried about four different approaches with no success and i'm getting realy "cheesed" about this whole change the was put into place before they had all of the bugs worked out. i expected better from the motley fool gang.
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meghall,

<<<brian, you're either a genius or or you're the opposite. i don't like the cash tracking feature...in my portfolio it's inaccurate and useless and i've tried for the last day to eliminate any and all references to it with no success. i've read and tried about four different approaches with no success and i'm getting realy "cheesed" about this whole change the was put into place before they had all of the bugs worked out. i expected better from the motley fool gang. >>>

We have received a lot of comments about the cash tracking and I admit, it needs some work. Most of the people who are experiencing problems have partial lot sales that carried over into the upgrade. Is this the case for you also?

TMF Dawn
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