Is there any software (preferably cheap and not an online service) that
does portfolio analysis like Morningstar Xray? Do Quicken or Money do
this?

I want something which will get my information from Vanguard, Fidelity,
TRP and Scottrade and provide me information about how far I am from my
target asset allocation etc. Returns calculation would be nice but is not
essential.

I keep track of some of these things in excel but it is a PITA to maintain
and I don't want to keep entering all my holdings because so many things
are automatic (e.g. 401 plans, dividend reinvestments etc. that keeping
track is very hard)

Is there any software (preferably cheap and not an online service) that
does portfolio analysis like Morningstar Xray? Do Quicken or Money do
this?

I want something which will get my information from Vanguard, Fidelity,
TRP and Scottrade and provide me information about how far I am from my
target asset allocation etc. Returns calculation would be nice but is not
essential.

I keep track of some of these things in excel but it is a PITA to maintain
and I don't want to keep entering all my holdings because so many things
are automatic (e.g. 401 plans, dividend reinvestments etc. that keeping
track is very hard)

I doubt that anything will automatically pick up information from various
accounts. This would be a security issue.

Jerry
"Siddharth - ibookdb.net" <nos...@ibookdb.net> wrote in messagenews:f7gis9$45d$1@murdoch.acc.Virginia.EDU...



Is there any software (preferably cheap and not an online service) that
does portfolio analysis like Morningstar Xray? Do Quicken or Money do
this?

I want something which will get my information from Vanguard, Fidelity,
TRP and Scottrade and provide me information about how far I am from my
target asset allocation etc. Returns calculation would be nice but is not
essential.

I keep track of some of these things in excel but it is a PITA to maintain
and I don't want to keep entering all my holdings because so many things
are automatic (e.g. 401 plans, dividend reinvestments etc. that keeping
track is very hard)- Hide quoted text -

- Show quoted text -

I doubt that anything will automatically pick up information from various
accounts. This would be a security issue.

Jerry
"Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote in message
news:f7gis9$45d$1@murdoch.acc.Virginia.EDU...
Is there any software (preferably cheap and not an online service) that
does portfolio analysis like Morningstar Xray? Do Quicken or Money do
this?

I want something which will get my information from Vanguard, Fidelity,
TRP and Scottrade and provide me information about how far I am from my
target asset allocation etc. Returns calculation would be nice but is not
essential.

I keep track of some of these things in excel but it is a PITA to
maintain and I don't want to keep entering all my holdings because so
many things are automatic (e.g. 401 plans, dividend reinvestments etc.
that keeping track is very hard)

Fidelity will combine all of your accounts into a "full view" portfolio

"Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote in message
news:f7gis9$45d$1@murdoch.acc.Virginia.EDU...
Is there any software (preferably cheap and not an online service) that
does portfolio analysis like Morningstar Xray? Do Quicken or Money do
this?

I want something which will get my information from Vanguard, Fidelity,
TRP and Scottrade and provide me information about how far I am from my
target asset allocation etc. Returns calculation would be nice but is not
essential.

I keep track of some of these things in excel but it is a PITA to maintain
and I don't want to keep entering all my holdings because so many things
are automatic (e.g. 401 plans, dividend reinvestments etc. that keeping
track is very hard)

MS Money does portfolio analysis but it is very dependent on what you tell
it. You must be very specific. For example, would you call a money market
fund a mutual fund or cash? Would you call a balaced fund a mutual fund or
'other'?


Can I specify that in Money or does it do it automatically. I would call

"Jerry" <nospam@???> wrote in message
news:469bfb06$0$24781$4c368faf@roadrunner.com...
I doubt that anything will automatically pick up information from various
accounts. This would be a security issue.

Jerry
"Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote in message
news:f7gis9$45d$1@murdoch.acc.Virginia.EDU...
Is there any software (preferably cheap and not an online service) that
does portfolio analysis like Morningstar Xray? Do Quicken or Money do
this?

I want something which will get my information from Vanguard, Fidelity,
TRP and Scottrade and provide me information about how far I am from my
target asset allocation etc. Returns calculation would be nice but is not
essential.

I keep track of some of these things in excel but it is a PITA to
maintain and I don't want to keep entering all my holdings because so
many things are automatic (e.g. 401 plans, dividend reinvestments etc.
that keeping track is very hard)
Fidelity will combine all of your accounts into a "full view" portfolio
analysis - the catch is you have to give Fidelity the user name and
passwords for the other accounts .

Is there any software (preferably cheap and not an online service) that
does portfolio analysis like Morningstar Xray? Do Quicken or Money do
this?
....

Ed wrote:
"Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote in message
news:f7gis9$45d$1@murdoch.acc.Virginia.EDU...
Is there any software (preferably cheap and not an online service) that
does portfolio analysis like Morningstar Xray? Do Quicken or Money do
this?

I want something which will get my information from Vanguard, Fidelity,
TRP and Scottrade and provide me information about how far I am from my
target asset allocation etc. Returns calculation would be nice but is
not essential.

I keep track of some of these things in excel but it is a PITA to
maintain and I don't want to keep entering all my holdings because so
many things are automatic (e.g. 401 plans, dividend reinvestments etc.
that keeping track is very hard)

MS Money does portfolio analysis but it is very dependent on what you
tell it. You must be very specific. For example, would you call a money
market fund a mutual fund or cash? Would you call a balaced fund a mutual
fund or 'other'?
Can I specify that in Money or does it do it automatically. I would call
Money Market Fund a mutual fund (don't own any except when funds of funds
own them). A Balanced fund is also a mutual fund.

"Jerry" <nospam@???> wrote in message
news:469bfb06$0$24781$4c368faf@roadrunner.com...
I doubt that anything will automatically pick up information from various
accounts. This would be a security issue.

Jerry
"Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote in message
news:f7gis9$45d$1@murdoch.acc.Virginia.EDU...
Is there any software (preferably cheap and not an online service) that
does portfolio analysis like Morningstar Xray? Do Quicken or Money do
this?

I want something which will get my information from Vanguard, Fidelity,
TRP and Scottrade and provide me information about how far I am from my
target asset allocation etc. Returns calculation would be nice but is not
essential.

I keep track of some of these things in excel but it is a PITA to
maintain and I don't want to keep entering all my holdings because so
many things are automatic (e.g. 401 plans, dividend reinvestments etc.
that keeping track is very hard)
Fidelity will combine all of your accounts into a "full view" portfolio
analysis - the catch is you have to give Fidelity the user name and
passwords for the other accounts .

BeachBum


I just logged in to Fidelity (Netbenefits) and I can't find where I

BeachBum wrote:
"Jerry" <nospam@???> wrote in message
news:469bfb06$0$24781$4c368faf@roadrunner.com...
I doubt that anything will automatically pick up information from
various accounts. This would be a security issue.

Jerry
"Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote in message
news:f7gis9$45d$1@murdoch.acc.Virginia.EDU...
Is there any software (preferably cheap and not an online service) that
does portfolio analysis like Morningstar Xray? Do Quicken or Money do
this?

I want something which will get my information from Vanguard, Fidelity,
TRP and Scottrade and provide me information about how far I am from my
target asset allocation etc. Returns calculation would be nice but is
not essential.

I keep track of some of these things in excel but it is a PITA to
maintain and I don't want to keep entering all my holdings because so
many things are automatic (e.g. 401 plans, dividend reinvestments etc.
that keeping track is very hard)
Fidelity will combine all of your accounts into a "full view" portfolio
analysis - the catch is you have to give Fidelity the user name and
passwords for the other accounts .

BeachBum
I just logged in to Fidelity (Netbenefits) and I can't find where I enter
my other accounts. What is the service called

Thanks
Siddharth
Just give Fidelity a call - I'm sure they will be glad to help you.

Is there any software (preferably cheap and not an online service) that
does portfolio analysis like Morningstar Xray? Do Quicken or Money do this?

I want something which will get my information from Vanguard, Fidelity,
TRP and Scottrade and provide me information about how far I am from my
target asset allocation etc. Returns calculation would be nice but is
not essential.

I keep track of some of these things in excel but it is a PITA to
maintain and I don't want to keep entering all my holdings because so
many things are automatic (e.g. 401 plans, dividend reinvestments etc.
that keeping track is very hard)

Siddharth - can you send me your email address? I have some info re: mutual
fund performance analysis software I'd like to share with you, but it's
off-topic with respect to the original subject. Thx!

"Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote in message
news:f7gis9$45d$1@murdoch.acc.Virginia.EDU...
Is there any software (preferably cheap and not an online service) that
does portfolio analysis like Morningstar Xray? Do Quicken or Money do
this?
...

"Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote in message
news:f7ie5f$n72$1@murdoch.acc.Virginia.EDU...
BeachBum wrote:
"Jerry" <nospam@???> wrote in message
news:469bfb06$0$24781$4c368faf@roadrunner.com...
I doubt that anything will automatically pick up information from
various accounts. This would be a security issue.

Jerry
"Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote in message
news:f7gis9$45d$1@murdoch.acc.Virginia.EDU...
Is there any software (preferably cheap and not an online service) that
does portfolio analysis like Morningstar Xray? Do Quicken or Money do
this?

I want something which will get my information from Vanguard, Fidelity,
TRP and Scottrade and provide me information about how far I am from my
target asset allocation etc. Returns calculation would be nice but is
not essential.

I keep track of some of these things in excel but it is a PITA to
maintain and I don't want to keep entering all my holdings because so
many things are automatic (e.g. 401 plans, dividend reinvestments etc.
that keeping track is very hard)
Fidelity will combine all of your accounts into a "full view" portfolio
analysis - the catch is you have to give Fidelity the user name and
passwords for the other accounts .

BeachBum
I just logged in to Fidelity (Netbenefits) and I can't find where I enter
my other accounts. What is the service called

Thanks
Siddharth
Just give Fidelity a call - I'm sure they will be glad to help you.
I login to Fidelity's regular page for individual investors and
click on accounts then "Full View".
BeachBum



I just looked at the Full view pages and it looks exactly the same as

I want something which will get my information from Vanguard,
Fidelity, TRP and Scottrade and provide me information about how far
I am from my target asset allocation etc. Returns calculation would
be nice but is not essential.

Fidelity will combine all of your accounts into a "full view" portfolio
analysis - the catch is you have to give Fidelity the user name and
passwords for the other accounts .

BeachBum
I just logged in to Fidelity (Netbenefits) and I can't find where I
enter my other accounts. What is the service called

Thanks
Siddharth
Just give Fidelity a call - I'm sure they will be glad to help you.
I login to Fidelity's regular page for individual investors and
click on accounts then "Full View".
BeachBum



I just looked at the Full view pages and it looks exactly the same as what
I have in Wachovia. Does it also do portfolio analysis of non fidelity
investments like it does for fidelity?

Thanks
Siddharth
The Fidelity portfolio analysis will analyze just your Fidelity accounts

"Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote in message
news:f7isgj$c1
I want something which will get my information from Vanguard,
Fidelity, TRP and Scottrade and provide me information about how far
I am from my target asset allocation etc. Returns calculation would
be nice but is not essential.

Fidelity will combine all of your accounts into a "full view" portfolio
analysis - the catch is you have to give Fidelity the user name and
passwords for the other accounts .

BeachBum
I just logged in to Fidelity (Netbenefits) and I can't find where I
enter my other accounts. What is the service called

Thanks
Siddharth
Just give Fidelity a call - I'm sure they will be glad to help you.
I login to Fidelity's regular page for individual investors and
click on accounts then "Full View".
BeachBum



I just looked at the Full view pages and it looks exactly the same as what
I have in Wachovia. Does it also do portfolio analysis of non fidelity
investments like it does for fidelity?

Thanks
Siddharth
The Fidelity portfolio analysis will analyze just your Fidelity accounts
or Fidelity combined with your other accounts (Full View). It will
give you the classic pie chart showing the percentages in domestic
stocks, foreign stocks, bonds, cash and other. A lot of other info
is also provided - recommend you try it.
BeachBum


Thanks. I just talked to fidelity and they said that they are having

On Jul 16, 1:02 pm, "Siddharth - ibookdb.net" <nos...@ibookdb.net
wrote:
Is there any software (preferably cheap and not an online service)
that
does portfolio analysis like Morningstar Xray? Do Quicken or Money do
this?

I want something which will get my information from Vanguard,
Fidelity,
TRP and Scottrade and provide me information about how far I am from
my
target asset allocation etc. Returns calculation would be nice but is
not essential.

I keep track of some of these things in excel but it is a PITA to
maintain and I don't want to keep entering all my holdings because so
many things are automatic (e.g. 401 plans, dividend reinvestments
etc.
that keeping track is very hard)



Quicken online will do some of these things, but you do have to own
Quicken. However, I find that a large percentage of my holdings are
classified as "unknown" by Quicken.

"Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote in message
news:f7isgj$c1
I want something which will get my information from Vanguard,
Fidelity, TRP and Scottrade and provide me information about how far
I am from my target asset allocation etc. Returns calculation would
be nice but is not essential.

Fidelity will combine all of your accounts into a "full view" portfolio
analysis - the catch is you have to give Fidelity the user name and
passwords for the other accounts .

BeachBum
I just logged in to Fidelity (Netbenefits) and I can't find where I
enter my other accounts. What is the service called

Thanks
Siddharth
Just give Fidelity a call - I'm sure they will be glad to help you.
I login to Fidelity's regular page for individual investors and
click on accounts then "Full View".
BeachBum



I just looked at the Full view pages and it looks exactly the same as what
I have in Wachovia. Does it also do portfolio analysis of non fidelity
investments like it does for fidelity?

Thanks
Siddharth
The Fidelity portfolio analysis will analyze just your Fidelity accounts
or Fidelity combined with your other accounts (Full View). It will
give you the classic pie chart showing the percentages in domestic
stocks, foreign stocks, bonds, cash and other. A lot of other info
is also provided - recommend you try it.
BeachBum


Ok I just found out that this service is not available to Netbenefits

BeachBum wrote:
"Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote in message
news:f7isgj$c1
I want something which will get my information from Vanguard,
Fidelity, TRP and Scottrade and provide me information about how
far I am from my target asset allocation etc. Returns calculation
would be nice but is not essential.

Fidelity will combine all of your accounts into a "full view"
portfolio
analysis - the catch is you have to give Fidelity the user name and
passwords for the other accounts .

BeachBum
I just logged in to Fidelity (Netbenefits) and I can't find where I
enter my other accounts. What is the service called

Thanks
Siddharth
Just give Fidelity a call - I'm sure they will be glad to help you.
I login to Fidelity's regular page for individual investors and
click on accounts then "Full View".
BeachBum



I just looked at the Full view pages and it looks exactly the same as
what I have in Wachovia. Does it also do portfolio analysis of non
fidelity investments like it does for fidelity?

Thanks
Siddharth
The Fidelity portfolio analysis will analyze just your Fidelity accounts
or Fidelity combined with your other accounts (Full View). It will
give you the classic pie chart showing the percentages in domestic
stocks, foreign stocks, bonds, cash and other. A lot of other info
is also provided - recommend you try it.
BeachBum
Ok I just found out that this service is not available to Netbenefits
customers (at least not with my employer). Only available to Retail
customers.

"Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote
BeachBum wrote:
"Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote in message
news:f7isgj$c1
I want something which will get my information from Vanguard,
Fidelity, TRP and Scottrade and provide me information about how
far I am from my target asset allocation etc. Returns calculation
would be nice but is not essential.

Fidelity will combine all of your accounts into a "full view"
portfolio
analysis - the catch is you have to give Fidelity the user name and
passwords for the other accounts .

BeachBum
I just logged in to Fidelity (Netbenefits) and I can't find where I
enter my other accounts. What is the service called

Thanks
Siddharth
Just give Fidelity a call - I'm sure they will be glad to help you.
I login to Fidelity's regular page for individual investors and
click on accounts then "Full View".
BeachBum



I just looked at the Full view pages and it looks exactly the same as
what I have in Wachovia. Does it also do portfolio analysis of non
fidelity investments like it does for fidelity?

Thanks
Siddharth
The Fidelity portfolio analysis will analyze just your Fidelity accounts
or Fidelity combined with your other accounts (Full View). It will
give you the classic pie chart showing the percentages in domestic
stocks, foreign stocks, bonds, cash and other. A lot of other info
is also provided - recommend you try it.
BeachBum
Ok I just found out that this service is not available to Netbenefits
customers (at least not with my employer). Only available to Retail
customers.

Too bad. BTW Vanguard also has a great portfolio analyzer
but you have to type in all of your "Other Accounts". Vanguard
will automatically update prices and total value but you must
update quantity changes, additions and deletions to your "Other
Accounts".
BeachBum


Does Vanguard also include those while doing portfolio analysis? I got