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Morningstar portfolio manager

Discussions regarding financial software
toofast2live
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Morningstar portfolio manager

#375947

Postby toofast2live » January 11th, 2021, 5:00 pm

I have just started using this but the latest prices showing is 8 Jan. Does it not update daily? When I go to intraday view it also shows 8 Jan prices and shows no year highs or lows or intraday highs or lows.

Am I doing something wrong?

MaraMan
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Re: Morningstar portfolio manager

#376020

Postby MaraMan » January 11th, 2021, 7:46 pm

Have you set up a transaction portfolio? That is what I was doing wrong when I had the same problem.

MM

barchid
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Re: Morningstar portfolio manager

#394297

Postby barchid » March 10th, 2021, 2:29 pm

I have pretty much given up with Morningstar recently, any suggestions for a decent portfolio service ?
The FT portfolio used to be excellent, then they reduced some features if you were on the free service, fair enough, but since they changed their dividend system I have spotted more mistakes than I am comfortable with. I really need a system which allows for dividends does anyone have any suggestions please ?


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