Show Morningstar ratings for ETF Investment Type

deranger2 Member
edited December 2020 in Investments (Windows)
The recent addition of custom Asset Classes was a welcome feature. Ability to make custom Investment Types has been around for a long time, but Morningstar Ratings are only downloaded if the Investment Type is Mutual Fund. It would be helpful if they could also be downloaded for an Investment Type of ETF, either a new standard ETF Investment Type or a user-created custom Investment Type. One can get these ratings by intentionally mislabeling the ETFs as Mutual Funds, but this prevents them from being accurately displayed in the Security Detail View or being isolated by Investment Type in certain reports. I would also like to be able to include an Investment Type column in the Portfolio View.
8 votes

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  • Mick
    Mick Member ✭✭
    I also would like to see them. I know when I go to the Morningstar site they are there. Why are we not able to see them? Any response to the previous request?
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