MS Money and Asset Allocation

[zetta]

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?

[jIM_Ohio]

Zetta-
do you own any T Rowe Price funds? If so, try using their system which is online and free. T Rowe downloads my 401k vanguard info and gives me detailed analysis (xray, growth tracker and similar).

I can group the accounts and view them based on the groups of accounts I set up at T Rowe.

[zetta]

My DH owns some T. Rowe Price funds, but most of mine are in American Funds, held at a full-service brokerage. Would I be able to pull information from the brokerage into the T. Rowe Price website, or would I have to enter it manually?

[jIM_Ohio]

Get access to your husbands account online at T Rowe.

Log in
on front page (for me) I see (in black text) My Investment Accounts and My other investment Accounts
Select Edit
In the edit mode, click my new account.
choose add new account
choose fund family (American Funds).
when prompted for login ID, provide it.

[petta]

goog advices

[bucketheadmn]

Originally Posted by zetta

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)?

One Click operation - provided your brokerage offers the ability

Originally Posted by zetta

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"?

Depends - my 401k is not made up of Mutual Funds available for puchase anywhere else so there is no ticker symbol and I needed to set asset allocation of each to begin with

Originally Posted by zetta

3. Do you think its getting the asset mix directly from your brokerage, or looking it up from someplace like Morningstar?

No clue, but every time I have checked a specific fund I own its pret4ty dang close

Originally Posted by zetta

4. Can it look up the 3, 5, 10 year performance of funds, or is it mainly showing returns for the previous 12 months?

12 months if I remember right.