Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
more details What appears to be not working is the ability to download an an excel file into portfolio manager either legacy or their new investor. They still have not created a button to add holdings to watch lists by any method other than manually but at least until today you could import a csv file.
The "import line is still there in legacy but it does not work
If this is more than temporary, it will prevent my monitoring of a variety of properties on my portfolios.
If have yet to find any other site that will allow you to consolidate accounts in Quicken, export a spreadsheet and get M* data for it.
Importing a spreadsheet is common. Portfolio Visualizer does it as does "Simply Safe Dividends"
I do not feel comfortable letting M* access my brokerage accounts but that is the only way they seem to allow importation
Comments
What appears to be not working is the ability to download an an excel file into portfolio manager either legacy or their new investor. They still have not created a button to add holdings to watch lists by any method other than manually but at least until today you could import a csv file.
The "import line is still there in legacy but it does not work
If this is more than temporary, it will prevent my monitoring of a variety of properties on my portfolios.
If have yet to find any other site that will allow you to consolidate accounts in Quicken, export a spreadsheet and get M* data for it.
Importing a spreadsheet is common. Portfolio Visualizer does it as does "Simply Safe Dividends"
I do not feel comfortable letting M* access my brokerage accounts but that is the only way they seem to allow importation
fyi, have not had other issues since legacy mode toggle.
actually seems a bit faster recently.