Portfolio

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

Start tracking your holdings with these simple steps.

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

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.

Keep track of the performance and valuation metrics relevant to both your portfolio and investment goals.

Learn how to add, remove, and arrange data points.

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

Track return with performance charting.

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

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.