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TOOL THAT WILL ALLOW YOU TO ENTER YOUR HOLDINGS BY TICKER ???

Submitted by jrwoody on 7 November 2010 - 11:40am

Was this tool ever implemented ???

"IN THE NEAR FUTURE, WE HOPE TO ADD A TOOL THAT WILL ALLOW YOU TO ENTER YOUR HOLDINGS BY TICKER AND SEE IN A SECOND THE SHARES OF OUR CANNED ASSETS TO ENTER WHEN SETTING UP YOUR CURRENT PORTFOLIO."

I was trying to add all my investment funds into the Monte Carlo function, but have run up against your "25 limit" for assets. Had started to look through the forum posts to see anyone has a workaround and then noticed the above product plan (from 2007).. this would probably solve my issue, but I can't find that anything was ever done to deliver this tool.

‹ Monte Carlo Portfolio and rates of return Living standard distribution report -- preretirement yrs ›
Submitted by robertwalton on 7 November 2010 - 5:10pm.
1

That would be a great addition to the program!

Submitted by Dan Royer on 7 November 2010 - 7:50pm.
2

This may help:

http://www.esplanner.com/faq-how-do-i-create-custom-assets-monte-carlo

Dan

Submitted by jrwoody on 8 November 2010 - 11:03am.
3

Thanks, but I know how to create custom assets. The problem is that the system has a limit of 25 assets (including both the default assets and the new assets you create). So, my problem is that I'm not able to enter enough new assets to accurately represent my entire portfolio.

Submitted by jrwoody on 9 November 2010 - 3:31pm.
4

Still waiting for a response to my question ....

Submitted by Dick Munroe on 10 November 2010 - 9:48pm.
5

That's all we have, we haven't got any more in the current implementation and no plans to increase the number of user definable assets.

Best,

Dick Munroe

Submitted by jrwoody on 10 November 2010 - 10:08pm.
6

My question was .. what ever happened to the tool that Larry had promised to deliver ... "IN THE NEAR FUTURE, WE HOPE TO ADD A TOOL THAT WILL ALLOW YOU TO ENTER YOUR HOLDINGS BY TICKER AND SEE IN A SECOND THE SHARES OF OUR CANNED ASSETS TO ENTER WHEN SETTING UP YOUR CURRENT PORTFOLIO."

Submitted by robertwalton on 10 November 2010 - 10:45pm.
7

I like the spreadsheet! Thanks!

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