Legacy Portfolio Manager
Dive Deeper Into Investment Analysis
Morningstar Investor helps you objectively evaluate your portfolio through our expert lens.
Get more perspective on your portfolio
See what’s possible with Investor’s insights and powerful portfolio tools.
Morningstar® Portfolio X-Ray™
Evaluate your holdings from every angle: asset allocation, fees, stats, weightings, and more.
Morningstar® Stock Intersection™
Instantly identify when your assets overlap, including how much any given security affects the overall position of your portfolio.
Morningstar data and ratings
Monitor your portfolio with our trusted ratings and comprehensive data. There's a data point for every goal.
Seamlessly link all of your accounts within Investor for a holistic analysis of all your holdings.