Either I have forgotten how to bring up and update Morningstar ratings, or Quicken has lost the ability to do this.
Could someone please get me back on track? Thanks in advance.
- posted
15 years ago
Quicken Pemier 2008-suddenly cannot get Morningstar ratings
Loading thread data ...
- Vote on answer
- posted
15 years ago
I don't think there is a problem with Morningstar ratings, but I haven't dug into the issue.
What have you done that indicates to you that Morningstar ratings are not updating?
Are the fields on the Portfolio tab empty? Or have you found an actual rating in Quicken and verified that it is not the current Morningstar rating?
The primary rule for Morningstar ratings is that they are only available for Quicken securities designated as "Type", "Mutual Fund" (as found in the Security List).
With the additional caveat that the fund must have a ticker (or possibly CUSIP) that Morningstar can access (for example: many
401k funds do not qualify due to this limitation).Another limitation is that Morningstar doesn't rate a fund until Morningstar has at least 3 years of data on the fund.