Morningstar Changes

marko

Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Joined
Mar 16, 2011
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I hope that per usual, I'm out in the weeds on this.

I've been using M* Premium as part of my regular portfolio tracking for decades. I also back that up with my own spreadsheets. I like M* because they update the data by 6:30 pm whereas my spreadsheets update well after I've gone to bed.

As M* seems to be migrating away from what they call their legacy product, I spent a bit of time today manually entering my holdings into their new tracker. To my surprise, I cannot now see 1, 3 an 12 month returns, easily see my dividends without creating a separate column and several other things that I like to check on. Plus I keep getting a big negative number called "default cash" which keeps coming back after I repeatedly delete it.

I short, it just seems like a much pared down version of what I'm used to.

Anyone else aware of this or am I missing some button on the site?
 
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