Import Portfolio from Morningstar

JEThom
JEThom Quicken Windows Subscription Member ✭✭
in Investing (Windows)
I would like to import a portfolio from Morningstar to help me plan my next investing step. I would like to use the x-ray tool to insure I have not overloaded the portfolio with any one stock.

Thanks

Comments

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Do you have a subscription to Morningstar? If so, you would probably be better off using the X-Ray directly there. I believe X-ray is included with the free Basic Morningstar membership. If not, you can sign up for a 2-week free trial of Premium and do the analysis.

    To answer your question, there is no direct way to import a portfolio into Quicken unless you can download the holdings and transactions from your brokerage.


    QWin Premier subscription
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