Skip to Content
  1. Help Center
  2. FAQ

FAQ

Can I export my portfolio from Morningstar.com?

We currently have the capability to export your portfolio from Morningstar.com to use the data in desktop software or spreadsheet programs. You can export from both the Tracking view and Custom Views.

  1. Click on the Portfolio link in the upper-left corner of our home page. If you have not already logged on to the site, you will be prompted to do so.
  2. From the drop-down menu in the Portfolio Manager screen, choose the portfolio you wish to export.
  3. Click the Export Current View link in your Portfolio Manager toolbar.

Popular Questions

Should I sell my fund if it got downgraded?

How do I compare investments across investment universes?

What’s the difference between Morningstar Basic and Morningstar Premium?

How do I update my profile information?

Where can I find help for Portfolio Manager?

I forgot my password. How do I reset it?