[GNC] Morgan Stanley Portfolio

[Steve Brown]

Morgan Stanley is running an OFX server. I'd see if I could get online
banking to connect with it and download that.

I haven't tried it as I don't have an account there, but I think all
the info you need to set it up is here:

https://www.ofxhome.com/index.php/institution/view/500

I was able to download the profile with ofxget from ofxtools and it
promises to support investments.

Good luck,

Steve


On Sun, 2023-01-22 at 06:29 -0500, Ed Greenberg wrote:
> 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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