Portfolios in Portfolio Manager vs. Investor | Help | Morningstar

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While Premium membership is no longer available for purchase, legacy Portfolio Manager is still accessible for former Premium members who are current Investor subscribers.

Key similarities and differences

Portfolios in Investor are used to group your actual investments by goal or purpose. Just like with legacy Portfolio Manager, you can manually add holdings to portfolios for a deeper analysis of your investments and for access to tools like X-Ray and performance charting. Unlike with Portfolio Manager, Investor allows you to connect investment accounts you hold with financial institutions or brokerage firms to view your overall asset allocation and current balances.

You can create up to 25 portfolios in legacy Portfolio Manager; you can create up to 25 portfolios in Investor, as well.

Any portfolios you’ve created using Portfolio Manager, as well as any updates you’ve made to them, will be mirrored in Investor. If you update these portfolios in Investor, those changes will be mirrored in Portfolio Manager, as well. Brokerage or financial accounts you link in Investor will not appear in Portfolio Manager.

Avoiding duplicate holdings

Because Investor will mirror portfolios created in legacy Portfolio Manager, there is a possibility of duplication if you link an account from a brokerage or financial institution to its mirrored, manually added portfolio in Investor. If this happens, do not delete any duplicate holdings. Simply unlink the brokerage or financial account from the manually added portfolio.

If you’d like two versions of the same portfolio––one manually created and one linked to your brokerage or financial institution––create a new "empty" portfolio in Investor and link your brokerage account to that new portfolio.

Learn more about creating portfolios in Investor.

Add holdings to Portfolio Manager

Add securities to your portfolio using Portfolio Manager.
Delete holdings from Portfolio Manager

Remove holdings from Portfolio Manager.
Incomplete X-Ray

Troubleshoot issues with missing data in X-Ray.

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