The portfolio in MS Money allows you to display a lot of different information. Some of the information may be relevant to particular investment types, and others is downloaded from MSN Money when you run an online update.
Note: Those column headings marked by an asterisk (*) do not have the option to select
a number of decimal places (FAQ Article 408). All other columns allow you to choose a value.
| Column Name |
Description |
| % of portfolio |
The percentage of your total portfolio invested in this security by market value.
Market value of the security divided by amount invested in your total portfolio |
| %Cash |
Percentage of this investment that is invested in cash |
| %Change |
The percentage difference between the preceding day's close and the current price |
| %Debt |
Percentage of this investment that is invested in debt |
| %Equity |
Percentage of this investment that is invested in shares (equity) |
| %Gain |
The percentage of profit or loss on an investment based on its cost |
| %Other |
The percentage of this investment that is invested in assets other than equities,
debt, or cash |
| 52-Week High |
The highest price at which a security traded over the past 52 weeks |
| 52-Week Low |
The lowest price at which a security traded over the past 52 weeks |
| Ask |
The price at which a holder of an investment is willing to sell a specific quantity |
| Average Cost |
The average cost per share, including commisions, that you paid for this security |
| Beta |
The measure of an investment's volatility relative to the rest of the stock market.
Shares with a beta higher than 1 are more volatile that the S&P Stock Index |
| Bid |
The price at which a buyer of an investment is willing to purchase a specific quantity |
| Bond Type* |
Type of bond, such as corporate bond, municipal bond, Treasury Bill or zero coupon
bond |
| Call Date* |
Date upon which a bond may be redeemed (called) before maturity |
| Cash |
The amount of this investment that is invested in cash |
| Change |
Per share difference between the preceding day's close and the most recent price |
| Chart* |
Shortcut to interactive charts and analysis tools on MSN Money |
| Close |
The last price at which a security traded on the previous trading day |
| Commissions |
The total brokerage fees you paid to buy or sell an investment |
| Cost Basis |
The total cost, including commissions and fees, of all shares of an investment |
| Coupon |
The interest rate of a bond |
| Credit Rating* |
Bond ratings based on the bond issue's credit history and ability to repay its obligations,
assigned by rating agencies such as Standard & Poor's and Moody's |
| Currency* |
The current on which the information displayed is based |
| Current Yield |
Annual interest paid on a bond divided by the current market price |
| Debt |
The amount of this investment that is invested in debt |
| Dividend Yield (Rate) |
Percentage of the current market value of an investment that is paid in dividends.
Annual dividends divided by current market price |
| EPS |
Earnings per Share. Ratio of a company's net after-tax income divided by the number
of common shares outstanding |
| Equity |
The amount of this investment that is invested in stocks (equity) |
| Exchange Rate |
Currency exchange rate for this investment |
| Expert Assistant* |
Information about significant events that might affect your investment |
| Expiration Date* |
Last day on which an option can be exercised |
| Forward PE |
Current price per share divided by the earnings per share |
| Gain |
Your gain or loss on this security before capital gains tax. Current market value
plus income, minus cost basis |
| High (Day High) |
The highest price at which a security traded during the current day |
| Income |
Interest, dividends and capital gains distributions you have received for an investment |
| Last Price |
The most recent price at which the security traded |
| Last Transaction Date* |
The last date the investment was traded |
| Last Updated* |
The time an online price was provided (prices are delayed at least 20 minutes) |
| Low (Day Low) |
The lowest price at which a security traded during the current day |
| Market Capitalization |
The current value of a corporation. The current market price of one share multiplied
by the number of common shares outstanding |
| Market Value |
Market value of your investment at the last price |
| Maturity Date* |
The date when the bond must be repaid; the face amount, regardless of what was paid
at issue |
| Memo* |
Information you have entered as a comment for this investment. To enter a memo in
Money, right click an investment name and then select Investment Details. Type the
information in the comment box |
| Name* |
The name of the investment |
| News* |
Recent news available on this investment |
| Open |
The first price at which a security traded on the current trading day |
| Open Interest |
Number of contracts outstanding on the underlying security |
| Other |
The amount of this investment that is invested in assets other than equities, debt
or cash |
| PE Ratio |
Price to earnings ratio. Current price per share divided by the last 12 months'
Earnings per Share (EPS). Also known as the multiple. |
| Price Appreciation |
Your gain or loss on this security due to price fluctuations. Current market value
minus cost basis. |
| Purchases |
The cost of your total purchases (excluding reinvested income) of this investment,
including shares you have since sold |
| Quantity |
The number of shares you hold of a given security |
| Realized Gains |
The gain from shares actually sold. Does not include the increase in value of shares
you still hold |
| Reinvestments |
The total reinvested income for this investment |
| Risk Category* |
Category of risk for this investment compared to the rest of the stock market: Low
Risk, Medium Risk, or High Risk. |
| Sales |
The total sales you have made for this investment |
| Shares Outstanding |
The total number of a company's publicly traded shares |
| Size of Last Sale |
The number of shares traded in the most recent transaction made by anyone for this
investment |
| Strike Price |
Price at which stocks underlying a call or put option can be purchased or sold |
| Symbol* |
Company ticker symbol |
| Today's Total Change |
Your gain or loss on this investment today. The difference between the previous
day's closing price and the most recent price, multiplies by your number of shares |
| Total Annualized Return |
Annual percentage return on investment. Returns for the short-term investments are
projected to one year; returns for the long-term investments are averaged to one
year |
| Total Quantity Granted |
Total number of shares you were granted, included vested and non-vested shares |
| Total Quantity Not Vested |
Number of shares you own that are not currently vested |
| Total Quantity Vested |
Number of shares you own that are currently vested |
| Total Return - 1 Week |
One-week percentage return on investment. Current market value plus income, minus
beginning market value, divided by beginning market value |
| Total Return - 1 Year |
One-year percentage return on investment. Current market value plus income, minus
beginning market value, divided by beginning market value |
| Total Return - 3 Month |
Three-month percentage return on investment. Current market value plus income, minus
beginning market value, divided by beginning market value |
| Total Return - 3 Year |
Three-year percentage return on investment. Current market value plus income, minus
beginning market value, divided by beginning market value |
| Total Return - 4 Weeks |
Four-week percentage return on investment. Current market value plus income, minus
beginning market value, divided by beginning market value |
| Total Return - All Dates |
Percentage return on investment. Current market value plus income, minus beginning
market value, divided by beginning market value |
| Total Return - YTD |
Year-to-date percentage return on investment. Current market value plus income,
minus beginning market value, divided by beginning market value |
| Type* |
Type of investment, such as stocks, unit trust, bond, cash or index fund |
| Vested Value |
Value of vested employee stock options, or market value for other investment types |
| Volume |
The total units of an investment traded on the most recent trading day |
| Yield to Maturity |
Rate of return yielded by a debt security held to maturity (Includes interest payments
and capital gain or loss). |
