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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.

Portfolio Manager Features

  • Track All Your Investments in One Place

    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

    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

    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

    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

    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

    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.