I have a portfolio at Morgan Stanley which generates some dividends,
income, cap gains distribution, etc. All sorts of odd transactions. MS
does not offer a QFX/OFX, but only an excel download which is inadequate
for import. Near as I can tell.
Does anybody have suggestions for interacting with Morgan Stanley?
I'm considering writing a transformation program that will read the csv
and rewrite it in a more importable set of csv columns. Or just biting
the bullet and keying it all in manually.
On the other hand, what procedures have people developed to track just
the asset value of the entire portfolio and update it each month?
Thanks,
Ed Greenberg
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