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Morningstar's portfolio tracker has had real problems updating properly for years now. They can't seem to fix it. Where is the best alternative place to set up a portfolio of mutual funds that will update as promptly as possible each day?
Only place I know that's faster is Fidelity. If you have holdings at Fido, you can add non-Fido holdings to a watchlist, which is accessible directly from your portfolio page. That setup is consistently a bit faster to update than Yahoo. Don't know if there's a similar option if you aren't a Fido customer.
One advantage of Yahoo that I appreciate: you can order your holdings any way you want to.
Do Yahoo or Fidelity show total return for mutual funds? I know only Morningstar, that provides such data.
Yes, like Ted linked above, but not several funds on a single page like you can set up with M* Portfolio Mgr. I still keep watchlists at M* for comparing returns for different periods, P/Es, P/Bs, standard deviation, etc., but do price and account return tracking mostly through the Fidelity account.
M* would be fine for all of it if they could manage timely, consistent price reporting -- but it's past time to give up on them for that -- the "portfolio manager not updated" thread on the M*.com discussion forum is several years long at this point.
Comments
Regards,
Ted
Only place I know that's faster is Fidelity. If you have holdings at Fido, you can add non-Fido holdings to a watchlist, which is accessible directly from your portfolio page. That setup is consistently a bit faster to update than Yahoo. Don't know if there's a similar option if you aren't a Fido customer.
One advantage of Yahoo that I appreciate: you can order your holdings any way you want to.
G'luck, AJ
Regards,
Ted
Example: FBTCX Performance Overview
http://finance.yahoo.com/q/pm?s=FBTCX+Performance
M* would be fine for all of it if they could manage timely, consistent price reporting -- but it's past time to give up on them for that -- the "portfolio manager not updated" thread on the M*.com discussion forum is several years long at this point.