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

Kimbyya

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?

Jim_Harman

Try this assuming you are running QWin Subscription

--Run the stock Investing/Portfolio Value report. 
--Hide the graph then click on the Export icon (with green arrow, next to the printer)
--Select Excel format
--Save the file
--Open the file in Excel and delete the first column and the rows above the table headings
--Save the file as CSV
--In Morningstar, go to Portfolio
--Select Create and Import
--Select Name, Symbol, and Shares/Ratio for the first three columns and leave the remaining columns at Don't Import
--click Continue to bring your portfolio into Morningstar as a new Watch List

You can supposedly export a QIF file with your holdings and transactions from Quicken and import to M* as a Portfolio, but I have had trouble getting this to work.

Ps56k2

Ahhh ----> https://www.morningstar.com/portfolio-manager

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 -

Jim_Harman

Try this assuming you are running QWin Subscription

--Run the stock Investing/Portfolio Value report. 
--Hide the graph then click on the Export icon (with green arrow, next to the printer)
--Select Excel format
--Save the file
--Open the file in Excel and delete the first column and the rows above the table headings
--Save the file as CSV
--In Morningstar, go to Portfolio
--Select Create and Import
--Select Name, Symbol, and Shares/Ratio for the first three columns and leave the remaining columns at Don't Import
--click Continue to bring your portfolio into Morningstar as a new Watch List

You can supposedly export a QIF file with your holdings and transactions from Quicken and import to M* as a Portfolio, but I have had trouble getting this to work.