We have recently incorporated many great improvements and powerful features into the Morningstar Portfolio Tool. As a result, tracking your personal investment portfolio has become even easier, while preserving comprehensive analysis and advanced capabilities.

The Morningstar Portfolio Tool now supports both fund and equity transactions and holdings. An extensive universe of UK and US equities can be added to your portfolio, searching by name, ticker, ISIN and stock exchange. Due to the different nature of equities, we have added the ‘Intraday?tab which displays relevant intraday data: current share price, daily share volume and more.

In order to speed up editing your portfolio, you can now filter transactions by holdings, break down transactions to several pages and easily delete transactions by ticking and pressing ‘delete?

Improved navigation has been developed to support the increasing number of features we have. For example, just click the ‘X-RAY?tab for an immediate analysis of your portfolio by sectors, world regions and investment style.

We have also created an enlightening video tutorial to show you how to most effectively use the Portfolio Manager Tool. To view the video please follow this link: video tutorial.

And this is only the beginning - in the next couple of months, you should expect more exciting features and enhancements.

If you have any questions or feedback ?please contact the Morningstar support team via our support interface.

Enjoy,

The team at Morningstar.co.uk