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
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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.

Portfolio Manager is free to use—simply register at to save and track your portfolio(s). Access Portfolio Manager and all our other investing tools here

X-Ray Your Portfolio

If you invest in a company pension, do some investing of your own with an online brokerage account and also have an ISA: are you confident that your combined investments are well diversified?

Premium subscribers can use our Instant X-Ray tool to drill down into their portfolio(s) and gain a comprehensive analysis of underlying holdings, asset allocation, sector weightings, investment style, regional distribution, bond and equity statistics, and potential stock overlap. 

Research and Ratings: Equities, Funds, Investment Trusst and ETFs

Not sure which stocks to invest in? Make the most of Morningstar's independent Equity Research. For fund investors, our Morningstar Analyst Ratings outline what our analysts think about the People, Parent, Process, Performance and Price of a wide variety of funds. We also have Investment Trust research on a range of closed-end funds. And if you're interested in ETFs, you'll also like our ETF Research

Make the most of a two-week free trial of Premium here to access all the tools Morningstar has to offer.

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.

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About Author

Holly Cook

Holly Cook  is Manager, Morningstar EMEA Websites

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