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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.

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Morningstar Email, 11/22/24

yogibearbullyogibearbull
in Other Investing
M* Email 11/22/24

1. Notifications Feed
To access your notifications from anywhere on Morningstar.com, click the bell icon and select "View All." Once in your feed, you'll see recent notifications in reverse chronological order. Each notification features a headline that clearly highlights what’s changed. You'll also find supporting information and handy links to help you explore your personal exposure further, as well as access the security's report or quote page.

2. Hide Closed Positions
By popular demand, you can now show or hide closed positions in a portfolio alongside tracking cash flow, duplicating a portfolio, and more, all via the Actions menu (see the Actions-circle near the Portfolio name). This way, you can avoid cluttering your holdings view or notifications feed with positions you've already sold.

3. For our subscribers who began as Premium members, Legacy Portfolio Manager will still be available for use. We will not retire it until the portfolio experience available with a subscription to Investor has reached substantial parity of data, form, and function with the legacy version.

Comments

  • BaluBalu
    edited November 22
    d
  • yogibearbullyogibearbull
    These features already exist in M* Legacy Portfolio.

    1. View/Hide or Show Closed Positions.
    2. Create/Save a Copy

    So, the new M* Portfolio is slowly catching up.
  • BaluBalu
    edited November 22
    Thanks. Now that I look at how non-Legacy version looks, it is easier to understand the OP.

    P.S.: I deleted my previous post so both your posts are uninterrupted.
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