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CrashCrash
in Other Investing
"Reactivate your Investor access for $149.00."
Nope. No way.

Comments

  • Observant1
    edited May 20
    You may want to check if your local library provides access to the Morningstar Investing Center platform.
  • CrashCrash
    Observant1 said:

    You may want to check if your local library provides access to the Morningstar Investing Center platform.

    +1 yes, a great idea. I'm pleasantly surprised with the stuff provided by Schwab, too.
  • yogibearbullyogibearbull
    @Crash, are you using M* Portfolio (Legacy or New) ?
  • CrashCrash
    yogibearbull said:

    @Crash, are you using M* Portfolio (Legacy or New) ?

    Legacy. I prefer that particular layout.

  • yogibearbullyogibearbull
    Continued access to M* Legacy Portfolio may be tied to valid subscription for M* Portfolio that covers Legacy and New versions.
  • Observant1
    edited May 21
    Are you referring to M* Portfolio Manager?
    IIRC, I gained access to Portfolio Manager after creating a free account on the M* website years ago.
    Multiple watchlists for various fund categories were created via the tool and are still monitored today.
    The main purpose of these watchlists is to compare trailing returns within fund categories.

    Note: I don't use Portfolio Manager to monitor the value of my current portfolio.
  • yogibearbullyogibearbull
    edited May 21
    My understanding is that Watchlist now is a feature within Morningstar Portfolio (Legacy or New) that is a subscription product.

    If you have alternate access to M* Portfolio via Rowe Price, etc, that's fine. But if not, you would lose access if you drop the M* subscription.

    Public Library may provide access to Analysts Reports, but I doubt that M* Portfolio can be accessed from library.

    https://www.morningstar.com/help-center/watchlists
  • Observant1
    edited May 21
    I do not have alternate access to M* Portfolio Manager but still have free access from years ago.
    You're correct - Morningstar Investing Center does not provide access to Portfolio Manager via the library.
  • dpf749
    A T. Rowe Price investment account balance of $250k or more gives you a free account at Morningstar Investor and access to otherwise closed TRP funds.
  • CrashCrash
    dpf749 said:

    A T. Rowe Price investment account balance of $250k or more gives you a free account at Morningstar Investor and access to otherwise closed TRP funds.

    Thanks, yes. They had grandfathered me in, when they raised the threshold to $250k from $100k. Now I'm gone, but still connected via my colleague's account, which I have been babysitting since 2010. He's nowhere near $250k, but in 2010, $250k was not the bar that had to be reached. Morningstar has simply arbitrarily cut off people like myself. It's their company, after all. I can get most of what M* offered after logging into Portfolio Checkup at Schwab.
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