I'm having a heck of a time figuring out how to get the Portfolio View fields to fill in. Only one of my securities show the Morningstar rating and the Industry YTD. All other 5 securities show the Shares, Day Close and Day Gain/Loss(%) but the other fields show a zero or blank. For example the Day Change is blank as is the the Day Gain/Loss shows a zero. The value in the Day Gain/Loss(%) doesn't make any sense at all. All of the price history is in place and correct.
I got on to Live Community and read the 3 posts there but the suggestions there did not help. In fact, I don't think the posts solved the original posters problem either.
Do I really need to do the download from my fund companies to update these fields? It seems to me the data is there in the shares and the price history. Also, if I don't see why I need to access the fund company for the Morning Star rating. And why does one security show the values for some of the fields including the Morning Star rating. I'm so confused;)
JW