How To Create, Track and Manage Your Portfolio

Morningstar's Portfolio Manager tool and investment research can help both newcomers and seasoned investors track and manage their portfolios

Holly Cook 21 September, 2012 | 1:16PM

Portfolio Manager

Whether you’re a newcomer to the world of investing or a seasoned investor, Morningstar’s Portfolio Manager is a straightforward and sophisticated tool that enables you to create, track and manage your investment portfolio. 

We offer two different types of portfolios: Watchlist Portfolios can be used as a tracking tool for assets that you already hold or are considering adding to your portfolio; Transaction Portfolios allow you to also manage specific buy and sell portfolio transactions. Both enable you to manage equity, fund and cash holdings, compare your portfolio to a chosen benchmark, track individual and overall gains and losses, monitor risk and diversification, and read news and commentary related to your holdings.

Or maybe you don’t yet invest but are considering dipping your toe into the water: Use Portfolio Manager to create a fantasy portfolio and monitor the diversification benefits and performances of your potential holdings. In each case, you can set up e-mail alerts as an easy way to keep track of important changes to your portfolios.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Holly Cook

Holly Cook  is Manager, Morningstar EMEA Websites

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