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Creating a Portfolio on Morningstar.com

A step-by-step guide to inputting your portfolio in Morningstar's Portfolio Manager.

Creating a Portfolio on Morningstar.com

James Levin: Welcome, I'm James Levin, Manager of Morningstar.com Portfolio Manager. The Portfolio Manager is a powerful tool that will let you track the holdings you own as well as your cost basis, evaluate your total return and personal return and assess your portfolio's asset allocation and diversification. I'd like to walk you through the simple steps of creating a portfolio.

After clicking the "Portfolio" tab on Morningstar.com, you will see the "Select Portfolio" or "Watch List menu." The default options of "create new" and "portfolio" will allow you to create your fresh portfolio. Click "continue" to proceed.

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