[GNC] Morgan Stanley Portfolio

Ed Greenberg edg at greenberg.org
Sun Jan 22 06:29:02 EST 2023


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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