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How do I export my portfolio from Quicken and import it on the Morningstar website.

I want to set up a portfolio of my stocks and mutual funds in Morningstar but I don't want to have to input all the data. I read that it is possible to export my data from Quicken and then import it in Morningstar. I can't figure out how to do this. Any ideas?

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Answers

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited September 2019
    What specific info does M* actually keep track of ?
    It could be as simple as Symbol + Shares + Cost basis (total)
    or something more complex.....
    I would try entering a sample for your brokerage stocks, mutual funds, etc
    and just see how things look... before going full tilt -

    Quicken 2020 Deluxe - Subscription - Windows 10
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