Portfolio limits

Each Morningstar Investor subscriber may have a maximum of:

25 unique portfolios
2,000 aggregated holdings across all portfolios

Additionally, X-Ray cannot evaluate more than 150 holdings at this time.

Stock splits

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

Record dividend distributions within your portfolios.
Rebalance a portfolio

Tips on how to approach rebalancing your portfolio using Investor.

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