Re: Export to Morningstar

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Posted by Mark on March 04, 2007 at 13:46:37:

In Reply to: Export to Morningstar posted by Cliff on March 04, 2007 at 13:37:59:

: Hi Mark,

: Is it possible to export FM portfolio to Morningstar portfolio? Even just fund name and number of shares?

: Thanks//Cliff

Hi Cliff,

I'm not familiar with importing into (or using) Morningstar portfolio. You can export data from Fund Manager under the "File / Export" menu. You might figure out what formats Morningstar can import, and then export that from FM. Also, you can export any report data to Excel, and then save from Excel into a format that Morningstar can import. Probably the easiest would be if Morningstar can read in a .QIF file, as FM can export .QIF files.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Export to Morningstar Doug 20:31:13 04/04/07 (1)
  • Re: Export to Morningstar Mark 21:07:00 04/04/07 (0)