Morningstar's Portfolio Manager allows users (free with registration, enhanced features with Premium) to track their stocks, mutual funds, and ETFs. It leverages Morningstar's extensive data and analytical tools (like X-Ray analysis) to provide insights into asset allocation, sector weightings, fees, and performance attribution, integrating Morningstar ratings and research.
Morningstar Portfolio Manager
Tool within Morningstar.com for tracking and analyzing investment portfolios.
Introduction
Information
- PublisherTradingMapTradingMap
- Websitewww.morningstar.com
- Published date2025/05/08
