Comments on: Making the Most of Morningstar: Portfolio Manager

By: Rob Berger

Rob Berger — Sat, 31 Dec 2011 10:20:35 +0000

Joanie, I don’t believe Morningstar can calculate total return when you don’t reinvest dividends. I had the same problem recently, and could not find an easy solution.

By: Joanie

Joanie — Sat, 31 Dec 2011 00:29:04 +0000

I am using QIF uploads. How do you upload dividends that are not reinvested? If I change all of the symbols to cash for the dividend transactions, how will it calculate the proper total return for each investment?

By: sharon

sharon — Sun, 30 May 2010 07:08:09 +0000

I have a portfolio listed that I need to edit, but I can’t get into it, HELP.

Sharon Van Valin

By: DR

DR — Wed, 17 Feb 2010 18:56:26 +0000

Tom, I’m not tracking your question. The blue tab I referred to was the Portfolio tab you select in input a portfolio. It’s no longer blue, by the way, but your question seems to be focused on the X-ray tool. That tool is available only as a premium member.

By: Tom Skaggs

Tom Skaggs — Wed, 17 Feb 2010 18:39:34 +0000

I do not see a ” Blue Tab ” on the top of the page to bring up the free portofolio analysis on the X ray page. HELP PKLEASE
Thank You

By: DR

DR — Thu, 28 May 2009 22:02:40 +0000

James, if your password is not working, Morningstar provides a link to reset it. You should see the link when your log-in attempt fails.

By: JAMES WALZ

JAMES WALZ — Thu, 28 May 2009 14:42:47 +0000

I HAVE A PORTFOLIO ON LINE WITH MORNINGSTAR BUT I CAN’T GGET INTO IT FOR SOME REASON. IT WON’T TAKE MY PASSWORD. HOW CAN I GET BACK INTO IT? THERE ARE A LOT OF ITEMS I WISH TO DELETE.