Morningstar Investor
Powerful portfolio management tools
It's all here: performance tracking, our trusted ratings and data, and clear views of your allocation and risk. Morningstar Investor's portfolio tools help you make investing decisions with confidence.
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What you can do with Morningstar Investor
Link or manually enter portfolios
Connect your accounts for a seamless view of your overall asset allocation, or manually manage your transactions for a deeper analysis of performance and gain/loss.
Monitor your holdings
Evaluate your holdings from every angle to understand performance, allocation, risk, and more.
Create custom views
Evaluate investments using the criteria that are most relevant to your goals. Create a custom view to save your favorite ratings, performance, and valuation metrics so they're always at hand.
Performance charting
Track both total and personal portfolio return, with the ability to add select indexes for benchmarking.
Understand risk with X-Ray
X-Ray lays out your overall asset allocation, sector weightings, fees, and more, so you can quickly identify areas of opportunity or potential risk.
Identify overlaps with Stock Intersection
Stock Intersection uncovers concentrated positions in your portfolio, so you know how much any given security can impact you.