Money 2006 User's Guide Chapter 12: Analyzing your portfolio

Chapter 12: Managing and Tracking Your Investments
Analyzing your portfolio
With the Portfolio Review, Microsoft Money 2006 can review your entire investment portfolio for performance, risk, tax liability, asset allocation, and more. To begin the review, click Investing, and then click Investing Tools.

Figure 12-8: Portfolio Review page

The Portfolio Review page (shown in Figure 12-8) gives you a big picture of all of the investments in your portfolio. The review gives you pie charts that represent your investments and includes links to other areas in Money so that you can quickly update time-sensitive information. With sections on capitalization, investment types, tax liability, performance, risk, and a summary with your major holdings and recent transactions, the Portfolio Review offers many perspectives on your investments.
GainsKeeper^®
Microsoft Money has allied with GainsKeeper to provide a set of advanced tools for managing your tax liabilities that are associated with investing in stocks. A What-If tool shows you the tax impact of a stock purchase or sale before you execute a trade. With this tool, you can avoid "wash sale" transactions where there's no net profit—or loss—and see the benefit from automatic cost basis adjustments due to corporate actions such as splits, mergers, and spin-offs.
In addition, GainsKeeper can track your cost basis by lot, equip you with stock trading decision-making tools, and provide you with a completed Capital Gains and Losses Schedule D (Form 1040) for tax filing.

Special Feature

For Microsoft Money Premium and Small Business users, the GainsKeeper service enables you to import up to 125 transactions at no cost.

To sign up for GainsKeeper:

On the Tools menu, click Financial Services.

Click Get Started in the Gainskeeper area.

If this is your first time using Gainskeeper, click Sign up today. If you've used it before, click Log in now.

What's next
Now that you have learned to review your investment portfolio, it's time to explore how to run reports for different areas of Microsoft Money. Chapter 13: Creating Financial Reports explains how to create, customize, and print reports in Money. You also learn how to use the Personal reports page and how to specify certain reports as your favorites.