How do I export my portfolio from Quicken and import it on the Morningstar website.
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Kimbyya
Member ✭✭
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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Best Answer
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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.
QWin Premier subscription7
Answers
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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, etcand just see how things look... before going full tilt -
QWin - R54.16 - Win10
0 -
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.
QWin Premier subscription7
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