Morningstar ratings, return, and risk

q_lurker
q_lurker SuperUser ✭✭✭✭✭
Portfolio views offer the ability to show Morningstar rating, return, and risk for US (CAN?) mutual funds.  Other fund-specific information is also available such as Fund Category and Fund Category rankings.  The three Morningstar parameters get presented only if the security type is set to Mutual Fund.  The other fund specific information is presented without consideration of the assigned security type, apparently based on the ticker of the security.  

In my case, I have created additional security types such as International Funds, Bond Funds, US Funds, etc. to work around some the the Asset class shortfalls within Quicken.  My choice to do so prevents me from then seeing the Morningstar data on funds assigned to those types.  Others have taken a similar approach, most recently in this post -- https://community.quicken.com/discussion/comment/20094331#Comment_20094331.  The data has been downloaded and stored.  If I change the Security Type, that Morningstar data appears immediately.  So this appears to be only a Portfolio View filtering issue.    

It would be an improvement to the presentation of information in portfolio views if the Morningstar data was presented independent of the security type assigned within the Quicken data file.  

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Comments

  • Yes, this would be huge improvement. Presenting Morningstar Data based on Mutual Fund symbols would be a tremendous step forward.
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
    edited July 2020
    I agree. I was unaware the M* data was available for non-MFs. I have several ETFs and they all show M* ratings when I change their security type to MF. I never knew this info was available, thanks, @q_lurker . Now we just need Quicken to provide a better way to display the ratings than having to use a fake security type.

    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
    Bump.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • vitreous
    vitreous Member ✭✭
    It would be great for Quicken to supply all Morningstar data without having to using the Mutual Fund Security Type as a "gate".
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