Premium users and legacy Portfolio Manager - Morningstar …
Feb 29, 2024 · We will not retire legacy Portfolio Manager in 2024. As we continue to build and release more enhancements to Investor, legacy Portfolio Manager will still remain available. We’ll...
Premium and Portfolio Manager | Help | Morningstar
Learn more about changes to the former Premium membership since the launch of Investor. Learn the differences between portfolios in Portfolio Manager vs Investor. Add securities to your...
Investment Tools You Can Trust | Morningstar Investor
Build a portfolio that will serve you for the long term with trusted research, data, and tools from Morningstar’s investment experts. Bring clarity to your investment decisions with our...
Premium membership | Help | Morningstar
While Premium membership is no longer available for purchase, legacy Portfolio Manager is still accessible for former Premium members who are current Investor subscribers. You can review and...
Replacement for Morningstar's Portfolio Manager?
Jun 17, 2022 · Legacy Portfolio Manager While you still have access to Portfolio Manager today, it will be retired for Basic users in the coming months. To continue tracking your investments and to keep your portfolio data, you'll need a subscription to Morningstar Investor.
New Morningstar Site in Late-August - Mutual Fund Observer …
Jul 24, 2024 · M* says: "A note on legacy Portfolio Manager: Legacy Portfolio Manager will still be available for use. We will not retire it until Investor’s Portfolio experience has reached substantial parity with the legacy version. [...] Former Premium users will be able to access legacy Portfolio Manager via the Portfolio tool..." Yogi, thanks for the ...
Converting Legacy Watchlists to Portfolios - Morningstar …
If you've been using watchlists in our Legacy Portfolio Manager tool to track investments, you can convert them to portfolios and continue to see data on number of shares and purchase price....
Morningstar Investor: Portfolios - Morningstar Community
Jun 6, 2024 · There are two ways to create a portfolio. The first way is to manually enter the holdings from your investment account. You will enter the "buy" transaction with the date and number of shares for...
Premium users and legacy Portfolio Manager - Morningstar, Inc.
Feb 29, 2024 · We will not retire legacy Portfolio Manager in 2024. As we continue to build and release more enhancements to Investor, legacy Portfolio Manager will still remain available. We’ll...
Good Bye M* Legacy Portfolio Manager - Mutual Fund Observer …
Morningstar Legacy Portf. Mngr: I can still see it. I got it back after trying a couple of steps, a week or so ago. As was mentioned here at MFO, apparently, M* was doing something internally, and I was involuntarily logged out. On a logged-out basis, the default switched to the "Investor" flavor.
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