Morningstar Advantages
Investment Planning Tools
Portfolio Management Tools
Service and Support
  • For advisers and investors, setting up a portfolio and managing investments to meet individual goals requires access to information and tools to assess performance against benchmarks. Morningstar’s Portfolio Management Tools excel at providing all the information a professional demands and all the innovation required to make the products easy to use.
  • For advisers and individuals:
    Instant X-Ray™
    Analyse portfolios at a glance
    Get detailed breakdowns on each holding
    Instant X-Ray allows investors to analyse their portfolio across seven criteria, including asset allocation, style box diversification, and sector and country exposure.
  • For advisers:
    Portfolio Manager
    Track the performance and characteristics of a portfolio by entering investment positions and security transactions
    Get quick access to investment watch lists in tabbed views with rankable columns of key statistics
    Portfolio Manager allows users to connect their investment research with portfolio management. By entering details of security transactions, advisers can monitor overall portfolio characteristics and performance over time. Portfolio Manager can also analyse a current portfolio’s allocation to evaluate fundamental exposures. Alternatively, Portfolio Manager can be used to construct multiple watch lists for easy reference and performance monitoring.
    Investment Illustrator
    Create customisable investment illustrations and proposals
    Accurately and efficiently model portfolios and investment strategies
    Present recommendations to clients
    Generate customised reports
    The Investment Illustrator can present the performance of a security or assess a portfolio of securities. Create reports that illustrate investment strategies based upon specified schedules, fees, taxes, and rebalancing options. Report output can be tailored to meet company requirements—from specialised data to custom marketing messages.
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