Morningstar Portfolio Manager
Build and Track Your Portfolio For Free
Portfolio Manager helps you make smart and better informed decisions about your investments by keeping you on top of your performance and in touch with the latest news. Investors can create a real-life portfolio or a watchlist of ideas to monitor.
Register or log in to your free account to create your portfolio.
Portfolio Manager Features
Track All Your Investments in One Place
Save time by monitoring your unit trusts & OEICs, investment trusts, pension funds, stocks and ETFs in one place, accessible at any time from anywhere.
Build A Clear Picture of Your Performance
Realistically track your portfolio by setting up regular contributions that replicate your real-life investments.
Performance Analysis the Morningstar Way
Quickly see at a glance how your portfolio is faring overall or how individual holdings are performing for you, with charts, key data points and gains/losses that reflect your investment decisions.
Read the Latest News On Your Investments
At the touch of a button, see unique Morningstar research and commentary specific to your portfolio holdings, plus relevant Dow Jones news and regulatory announcements.
Optimise Your Portfolio
Premium members can access X-Ray and discover if their portfolio is well diversified or overly concentrated in a particular security or investment area, helping you reduce your exposure to risk.
Easy to Manage Data
Premium members can export portfolio data to Microsoft Excel (with ISINs) for record-keeping and to help speed up the transaction process.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.
Morningstar provides data on approximately 437,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 10 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment advisor subsidiaries and has approximately $176 billion in assets under advisement or management as of Sept. 30, 2013. The company has operations in 27 countries.