Skip to Content
  1. Help Center
  2. FAQ

FAQ

Can I add notes to my portfolio holdings?

Yes, you can add note to your portfolio holdings.

  1. Choose the portfolio to which you wish to add notes.
  2. Scroll over Modify on the toolbar then click Edit Holding(s). Choose the holding to which you wish to add notes.
  3. Click on the Notes tab and enter your notes. Click Save to save your notes.

Notes, have a 75 character limit. Use the same directions to view your notes. Or in My View, you can add a column to display all notes on a portfolio. Follow the instructions under How do I change my custom view in Portfolio? to add My Notes on Holdings to your Custom View.

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?