Keeping Track of a portfolio
I am 76 years old and mange my own mutual funds that I have with four different companies including Fidelity and Vanguard. T. Rowe Price provided access to the morningstar manager, which was discontinued. I looked at allocations, risk, tracked how my portfolio was doing etc. Am tearing my hair out now that it is gone. Is there anything comparable out there. Morningstar was free to me but I would be willing to pay a fee to tap into the same info.
Terry Says
Morningstar still has something called Morningstar Investor.
It’s expensive, but give it a try and let me know if it doesn’t do the same thing.
I think most of the other programs I remember do not go into as much depth as Morningstar always had via its portfolio X-ray. The other highly rated program is from Empower.com. You might consider that one.
