Tools FAQ

How can I export the data from the pages on the site like from
Fund Screener/Daily Pricing?

Due to our contractual agreement with our data provider, Morningstar, exporting, scraping or other methods of saving the data on CEF Connect is not permitted.

How can I delete a saved search in the Fund Screener?

As a logged in user, go to the Fund Screener page. Navigate to the settings area. Select “Saved Search” in the left navigation. Then click delete the remove the desired search from the accompanying list.

How can I print my portfolios?

Due to the formatting of the page (left to right scroll along with up and down scroll), printing is not optimized on this page. You may, however, be able to screenshot the section of the page you’re interested in and print it from that screen.