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Morningstar - asset type, sector type retrieval problems

Questions about updating prices or transactions in Fund Manager

Postby tommydom » Sat Mar 20, 2021 7:38 am

When doing an update for asset types or sector types using Morningstar, my individual stocks in my portfolios are not being updated. Mutual funds are working properly, and everything that I have marked to be skipped is being skipped...

Anyone else seeing this problem?

Tommy.
tommydom
 
Posts: 16
Joined: Sun Apr 26, 2015 11:23 am

Postby Mark » Sat Mar 20, 2021 9:19 am

Hi Tommy,

Yes, I'm seeing a problem as well. We'll have to investigate...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby Mark » Sat Mar 20, 2021 1:38 pm

Hi Tommy,

Unfortunately, Morningstar has changed their site significantly, and I don't think we'll be able to continue retrieving stock asset/sector information from them.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby tommydom » Sun Mar 21, 2021 7:08 am

Mark wrote:Hi Tommy,

Unfortunately, Morningstar has changed their site significantly, and I don't think we'll be able to continue retrieving stock asset/sector information from them.


Understood.

Tommy.
tommydom
 
Posts: 16
Joined: Sun Apr 26, 2015 11:23 am

Postby Mark » Tue Mar 23, 2021 1:24 pm

Hi Tommy,

The Asset and Sector retrieval for stocks from Morningstar is working again.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby tommydom » Thu Mar 25, 2021 7:29 am

Mark wrote:Hi Tommy,

The Asset and Sector retrieval for stocks from Morningstar is working again.


Excellent! Thanks for the update, Mark!

Tommy.
tommydom
 
Posts: 16
Joined: Sun Apr 26, 2015 11:23 am


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