Tools: Portfolio

Watch a video tutorial for Morningstar Investor's Portfolio tool.

Start tracking your holdings with these simple steps.

Upload holdings to add securities to a new or existing portfolio.

Manually add or remove stocks, funds, cash, and other holdings from your portfolio.

Learn the ins and outs of linking an account: set-up instructions, troubleshooting, and information on data security.

Find the best option for tracking your holdings based on your goals.

Keep track of the performance and valuation metrics relevant to both your portfolio and investment goals with data points that you return to again and again.

Learn how to add, remove, and arrange data points so you can gain greater control over the data you use to evaluate and monitor your portfolio and the order in which it appears.

Dive into the details of the Holdings tab, which can help you evaluate your portfolio.

Learn about the analysis and benchmarking available within the X-Ray tool.

Track return with performance charting.

Instantly identify when your assets overlap with Stock Intersection.

Learn how to duplicate a portfolio in Investor—and why it may be a useful step.

Permanently delete a portfolio and its holdings.

Keep a copy of your portfolio data for your records.

Learn limits on portfolios, manual holdings, and aggregated holdings.

Learn how to record stock splits so they're reflected within your portfolios.

Record dividend distributions within your portfolios.

Tips on how to approach rebalancing your portfolio using Investor.