Intro to Portfolio
Watch a video tutorial for Morningstar Investor's Portfolio tool.
When you create a portfolio in Morningstar Investor, you can assess your holdings from every angle and focus on the data points that matter most to you. As you examine your portfolio, you can employ tools such as X-Ray, which makes sure you're meeting your investing strategy's benchmarks; Performance Charting, which tracks personal and portfolio return; and Stock Intersection, which pinpoints any overlaps within your portfolio.