If any of you use the Morningstar Portfolio Manager tool at T.R.P., are you having any problems with their format of the tool?
Within the last two or three days there is a complete different format, now like the Morningstar format, which I don't care for at all. My biggest problem though is NONE
of my costs/share or my total market cost of each investment
were transferred over.
I contacted the T.R.P. technical group this morning and they checked the tool online and saw what I was referring to. They passed the problem on and hope to have an answer by the end of next week.
I have been using their format for over 10 years, changing share costs, etc. when dividends are re-invested, shares sold, purchased or any changes what-so-ever have been made.
of that cost information is retrievable. If so, I've learned my lesson. Periodically make copies. duh