Gain a clearer view of your portfolio
Portfolio Monitor saves you time and worry. A new and easy way to keep a clear record of your portfolio, Portfolio Monitor emails a monthly report direct to your inbox, providing an independent and holistic analysis of your investments so you have more time to think about your next move.
You will soon receive a Portfolio Monitor Report for one of your transactions portfolios saved on Morningstar.co.uk, so you can see our new tool in action. Click here to download an example
Portfolio Monitor is an add-on feature to our Portfolio Manager tool and is available to Premium members only.
Portfolio Monitor features
Morningstar Research and Ratings
Read Morningstar's latest opinion on your stocks, funds, investment trusts and ETFs, delivered by email for you to read at your leisure.
See scenario models of your portfolio's hypothetical future performance over the next 5, 10, 20 and 30 years.
Check how correlated your individual securities are so you can be sure your portfolio can handle whatever the market throws at it.
See which of your holdings has been the greatest fuel behind--or drag on--your portfolio performance over the past month. Get a clear understanding of your personal and total return.
Benefit from a comprehensive overview of where your money is invested, by region, sector and asset class.
Automatically receive a PDF of your Portfolio Monitor report by email each month.
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.