MS Money and Asset Allocation
A few questions for those using MS Money to track their investments:
1. Can you connect to your brokerage and download all your info quickly (ie if you have taxable, ROTH, and IRA, do you have to get each individually, or is it a one-click operation)?
2. Can you look at the asset allocation of your entire portfolio? Does it break stocks down into small, medium, and large cap? Do you see a large amount being classified as "other"?
3. Do you think its getting the asset mix directly from your brokerage, or looking it up from someplace like Morningstar?
4. Can it look up the 3, 5, 10 year performance of funds, or is it mainly showing returns for the previous 12 months?
__________________
financial checklist:
[x] emergency fund fully funded [x] no cc debt [x] >10% to 401k
|