Is there a way to export from PM to Morningstar, or will I have to type in all previous transactions?
aplende,
There was quite a few tips posted Oct. 7 thru Oct 10 by Lawrence HW, monkeyfurball, Ward Stevens, JackRandell on this thread.
I also found this article on www.doughroller.net by Bob Berger. I intend to try it next week, importing from my Excell. I already had my Excell records and just had to copy it and make a page with the required columns as Bob suggests. This would only help you if you have Excell already done.
This was found under the following search:
How to **track** your stock and mutual fund investments ...
www.doughroller.net/investing/making-the-most-of-morningstar...
How to manage your investment portfolio for free using ... Making the Most of Morningstar: Portfolio ... card companies from which doughroller.net receives