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Morningstar: Can't retrieve prices anymore

Questions about updating prices or transactions in Fund Manager

Postby Djobydjoba » Sat Jun 28, 2025 8:12 am

Bad news, quotes can't be retrieved from Morningstar anymore. They have revamped their web sites.

Is a fix possible?
Djobydjoba
 
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Postby John Davies » Sat Jun 28, 2025 8:56 am

Price retrieval from Morningstar UK not working for me either today.
A fix would be appreciated.
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Postby Mark » Sat Jun 28, 2025 11:26 am

Thanks for the notice, let me take a look...
Thanks,
Mark
Fund Manager - Portfolio Management Software
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Postby Mark » Sat Jun 28, 2025 2:54 pm

It appears all of the Morningstar servers aren't working (except Morningstar AU - Funds), and unfortunately won't be fixable for use with Fund Manager. You now need a fully functional web browser to be able to view their quotes online.
Thanks,
Mark
Fund Manager - Portfolio Management Software
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Postby tymieniecki » Sat Jul 05, 2025 10:10 am

For UK funds I am using Financial Times (both sites) for Default and secondary.

In properties - symbol you need the ISIN with the postscript ':GBP' or ':GBX'. The latter is a matter of trial and error or more scientifically look up the ISIN on the FT Funds website.

IT is a slow process to change some 50 of so historical securities as well as 'live', but this does work.

AN automated version would be even better.
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