Basic members can enter 100 Fund/Stock holdings (including ETFs), 20 Cash, and 20 Bond holdings, a total of 140 per portfolio. Premium members can enter 200 Fund/Stock holdings (including ETFs), 40 Cash, and 40 Bond holdings, a total of 280 per portfolio.
How many holdings can I have in a portfolio?
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?