Hello from Norway. I know this is a UK service, but I created an account because I’m trying to find an alternative to Morningstar’s (MS) defunct portfolio manager. There I have tracked all my monthly transactions in three (now four) different funds since 2018. I’d rather not do that manually with a new service! ![]()
I have downloaded a csv file and chosen MS as broker, and uploaded the file. But I get error messages. Do I need to do any change to the csv file before I upload it?
Any input would be appreciated!