Morningstar ratings

[Tom333]

As a suggestion, on the next revision could you add the Morningstar rating to the list of portfolio editor columns.

[Mark]

Hi Tom333,

Thanks for the suggestion. It would be nice if FM were able to automatically retrieve this information, and display it.

If you wanted to manually track it now, you could utilize one of the categories, like "Investment Goal". You can use these for any purpose you want. Set the category names to the different Morningstar ratings under "Options / Category Labels..." and then assign each investment to the appropriate rating under "Investment Properties...".

[rm_organ]

It would be a great addtion to have Lipper or Morningstar ratings added to funds/Etfs.

[Mark]

Hi rm_organ,

Okay, thanks for the feedback