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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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"Reactivate your Investor access for $149.00."
Nope. No way.

Comments

  • edited May 20
    You may want to check if your local library provides access to the Morningstar Investing Center platform.
  • You may want to check if your local library provides access to the Morningstar Investing Center platform.

    +1 yes, a great idea. I'm pleasantly surprised with the stuff provided by Schwab, too.
  • @Crash, are you using M* Portfolio (Legacy or New) ?
  • @Crash, are you using M* Portfolio (Legacy or New) ?

    Legacy. I prefer that particular layout.

  • Continued access to M* Legacy Portfolio may be tied to valid subscription for M* Portfolio that covers Legacy and New versions.
  • edited 12:03PM
    Are you referring to M* Portfolio Manager?
    IIRC, I gained access to Portfolio Manager after creating a free account on the M* website years ago.
    Multiple watchlists for various fund categories were created via the tool and are still monitored today.
    The main purpose of these watchlists is to compare trailing returns within fund categories.

    Note: I don't use Portfolio Manager to monitor the value of my current portfolio.
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