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M* legacy Portf. Mngr gone, or just malfunctioning?
I had trouble a couple of weeks ago downloading a csv file into legacy, and they responded with the information I needed to fix it. It doesn't help without legacy because the new portfolio manger will not let you download a file and new watch lists on legacy will not show up in the new one
They said they would continue it last year. I hope so
After a while, it had the following error message. Posted a note on M* Investor forum.
504 Gateway Timeout ERROR The request could not be satisfied. We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner. If you provide content to customers through CloudFront, you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documentation. Generated by cloudfront (CloudFront) HTTP3 Server Request ID: 0MY0704P9j9-fIviXlDUoKWxqP3XLCH_jjpDnZNQl3FGqdhbClYhFA==
Update: I found I was able to see the data in Legacy by leaving the blank page by clicking "Help". Then I clicked the Go Back arrow in the web browser (Safari) and everything was there. I wondered if I could repeat the small miracle. I closed the window and opened M* once more in a new window. Once again Legacy was blank and once again I followed the steps that allowed me to see holdings and this time it did not work. Back to Stinky Poopy.
crap. i really do rely on the PM for my daily ponderings. anything else come close? i've looked at them all, pretty much, and so far only the morningstar thing gives me what i need for my 6pm viewing.
OK, here's the postings from the similar thread initiated by "NumbersGal"
NumbersGal 1:05AM (in Other Investing)
• Is anyone else having trouble with this? It's been down all weekend.
Crash 3:35AM
• Yup. There's a separate thread I started about this very thing. It's all very stinky poopy.
hank 8:38PM | edited 8:43PM
• I don’t use ”legacy portfolio”, whatever it is. I assume it’s a free portfolio tracker? To each his / her own. I much prefer a couple of different (Ad free) tracker apps from Apple at a nominal monthly cost. Albeit, they are a hassle to understand at first. I remember M* X-Ray. Was good at one time. Wouldn’t work for me even with a paid subscription. I subscribe to M* primarily for the added availability of their fund analyses which are sometimes useful and may at least point me in the direction of further inquiry.
MarketWatch carries Lipper data and some analysis. Used to be my “go to” research site. But I now have trouble using it regularly for some reason. MW seems to figure out if it becomes repeated use and blocks queries in an effort to get me to pay. If the garbage presented under MW’s banner wasn’t so terrible I might subscribe,
Fidelity provides lots of data, but for much of it you need to be logged in. One exception is the comparison tool which anyone can access. I’ve been running a lot of comparisons on that lately. Just be sure the first fund you look up is OEF (traditional mutual fund). After that it allows you to add etfs if you want. Set it for 1, 3, 5, 10 years. If there’s a way to set it to 9 years (to match the inception date of one of my funds) I haven’t figured it out.
hank 8:53PM
Crash said:
Yup. There's a separate thread I started about this very thing. It's all very stinky poopy.
• It would be great if there were some way to merge two similar threads. Perhaps MFO will have AI someday which I’m sure could find a way to do that.
We do not have personal experience with most of the companies in the market like we do with M*. If a crappy company like this can trade at a high multiple, makes me nervous about the rest of the market. May be the American exceptionalism is limited to American stock prices!
I am not sure if M* can be considered a crappy company because we individual investors, who supported them for years now are being dismissed as not worth the trouble.
What we don't know is the response institutional and advisor customers are getting. I suspect it is a lot better than what we get, because they pay more money.
What bothers me is, ignoring the AI generated reports that replaced live human beings, is Portfolio manger worked fine and probably did not require much support or cash to maintain, but they can't be bothered
I am not sure if M* can be considered a crappy company because we individual investors, who supported them for years now are being dismissed as not worth the trouble.
What we don't know is the response institutional and advisor customers are getting. I suspect it is a lot better than what we get, because they pay more money. [snip]
.....Now the fields are populated. The thing APPEARS to be working. It was late updating one of my funds PRFDX today. I noted that at another of my watchlists at M* with which I track the $$$ I'm babysitting for someone else, the updated number appeared earlier, and correct. It's correct in both lists, now. Less and less useful. I have to always double-check what I see at M*. against a couple of other websites, like Barron's or else just log into my acct. at Schwab.
Comments
I had trouble a couple of weeks ago downloading a csv file into legacy, and they responded with the information I needed to fix it. It doesn't help without legacy because the new portfolio manger will not let you download a file and new watch lists on legacy will not show up in the new one
They said they would continue it last year. I hope so
504 Gateway Timeout ERROR
The request could not be satisfied.
We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner.
If you provide content to customers through CloudFront, you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documentation.
Generated by cloudfront (CloudFront) HTTP3 Server
Request ID: 0MY0704P9j9-fIviXlDUoKWxqP3XLCH_jjpDnZNQl3FGqdhbClYhFA==
The 504 Gateway Timeout ERROR YBB mentioned previously is being generated.
Edit/Add: Able to access after fourth attempt. Not confident service won't be interrupted again.
I wondered if I could repeat the small miracle. I closed the window and opened M* once more in a new window. Once again Legacy was blank and once again I followed the steps that allowed me to see holdings and this time it did not work. Back to Stinky Poopy.
As others have commented, the legacy portfolio comes and goes.
Legacy seems to be back online now
Good lord! @Crash actually likes something at Schwab.
We do not have personal experience with most of the companies in the market like we do with M*. If a crappy company like this can trade at a high multiple, makes me nervous about the rest of the market. May be the American exceptionalism is limited to American stock prices!
What we don't know is the response institutional and advisor customers are getting. I suspect it is a lot better than what we get, because they pay more money.
What bothers me is, ignoring the AI generated reports that replaced live human beings, is Portfolio manger worked fine and probably did not require much support or cash to maintain, but they can't be bothered