source: http://moneymvps.org/articles/portfolio_columns.aspx
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 are gathered when you run an online update.
The portfolio is customizable (see FAQ Article 413) and allows you to create views utilizing the information that is available for your investments. The columns you can display are shown below.
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). |
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