I have finally been able to migrate my entire portfolio. I had to remove many closed positions then the totals were correct except some money market funds did not migrate but some did. I can not add new money market accounts. How can money market accounts be added or is there another way to add cash positions? This new PM is worthless to me if I cannot consolidate all of the watchlists into one portfolio with a grand total for all of the watchlists and with a print function.
I have entered my portfolio into Morningstar which does everything I need except I don't like that the consolidated portfolio puts all positions together and I loose the individual accounts. Has anyone found a way to get all the accounts on one page with a grand total in Morningstar?
Thanks