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Re: Test the new Morningstar.com Portfolio Manager kerryvan  07-07-2008, 6:00 AM | Post #2536249
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Another suggestion, alot of people on the forum want comments concerning their holdings.  Make it easy for them to enter and allow others to use the tools to evaluate the portfolios.

I hate re-entering someones list of funds and %.  There is no easy way to import the data..  they normally list ticker and $,  import wants ticker and # shares.

Allow a user to create a port and grant others access rights,  via profile page or other means to view, make suggestions, look at xray... etc.

Make it easy to give advise..

Topics funds holdings portfolio X-Ray View Complete Thread
 
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