Morningstar portfolio manager

Discussions regarding financial software
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toofast2live
Lemon Slice
Posts: 483
Joined: November 4th, 2016, 2:24 pm

Morningstar portfolio manager

Post by toofast2live »

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
Lemon Slice
Posts: 481
Joined: November 22nd, 2016, 3:30 pm

Re: Morningstar portfolio manager

Post by MaraMan »

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

MM

barchid
Lemon Slice
Posts: 404
Joined: November 30th, 2018, 2:18 am

Re: Morningstar portfolio manager

Post by barchid »

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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