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M* Portfolio Will be Around Through 2023

M* Bill Baranyk has posted on a very long M* thread that the old M* Portfolio will be around at least through 2023.

"An update on our plans: We will not retire legacy Portfolio Manager in 2023. As we continue to build and release more enhancements to Investor, legacy Portfolio Manager will still remain available. We will not retire the legacy version until Investor’s portfolio features are successfully up and running, and we’ll continue to update you on our progress."

Very long M* thread that requires lots of clicks to get to the recent post page, https://community.morningstar.com/s/question/0D53o000066YnacCAC/does-anyone-else-feel-like-the-new-morningstar-investor-is-a-huge-downgrade-compared-with-the-legacy-portfolio-manager

Comments

  • :)
    Thanks for letting us know. I still prefer Legacy version.
  • M* Bill Baranyk confirmed on this thread (login required) that M* portfolio will be around for 2023.
    https://community.morningstar.com/s/question/0D53o00006SL6RiCAL/m-discussions-forum-links
  • Thanks, yogi. Trying to log-in there is like chewing off my own tail. I will take your word for it. Will it remain BEYOND 2023? It's my main go-to website, despite all the SNAFUS and screw-ups.
  • Fido is adding watch lists.

    And they're more than happy to link to other accounts, if you let them.

    I know I'm not seeing any reasons to pay for what M* offers.
  • I predict that when legacy portfolio disappears I will no longer tune in to M* at all.
  • ...Just visited M* to look at my portfolio. I noticed---strangely---- a page come up on my screen for only an instant. It was full of red. "Please don't..." and it was gone. Maybe my popup blocker or ad-blocker killed that page for me? This is the first time I've noticed such a thing. Maybe there's something I SHOULD know, there?
  • edited June 2023
    @Crash, were you signed in at M* Home? That signup is different from M* Discussions, although both may have the same login info.

    M* Discussions https://community.morningstar.com/s/

    From M* Home
    M* Portfolio (Old) https://www.morningstar.com/portfolio-manager
    M* Investor (New) https://investor.morningstar.com/
  • I can still access my M* portfolios and watchlists through their app, but not if I go through their website. When I try to access portfolio view through their website, it goes to a page showing their membership fees. Sorry M*, but your content is not worth the fees you charge.

    I mainly use M* to track various portfolios and watchlists. I can do that on the Fidelity site for free. FWIW, over my many years of using M*, I have little correlation between their funds picks/evaluations and actual performances going forward.
  • +1. Yogi. That must be what happened. I went to link to the Bill Baranyk comment. That's in the DISCUSSION forum. Separate from Portf. Manager--- which is where I always link to, since I have it bookmarked. i guess it makes too much sense to have a central login by which you can access whatever is there on the website. Geniuses at work, again. Anyhow, I pay for nothing over there. The advantages for me are X-Ray (vs. manually entered Instant X-Ray,) and I can read the full Analyst reports, for whatever they might be worth. TRP gives me FREE access. The charts and stats are helpful---- whenever I happen to find them up to date. It's certainly not worth paying for, the way things have become.
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