Portfolio Monitor

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.

Portfolio Monitor is an add-on feature to our Portfolio Manager tool and is available to Premium members only.

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Portfolio Monitor features

About Morningstar

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.

Stock Overlap

Stock Overlap

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Investment Style

Investment Style

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Geographic & Sector Breakdown

Geographic & Sector Breakdown

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More Company Data

More Company Data

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Find Similar

Find Similar

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Data As You Want It

Data As You Want It

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