Morningstar

Editing data and columns in Portfolio

Learn how to add, remove, and arrange data points.

To control the data used to evaluate and monitor your portfolio and the order in which that data appears, select the Data & Columns icon. 

portfolio-editing_data_columns_1.png

A menu will appear that lets you select and deselect data points, as well as arrange columns in the order of your choice. 

  • The left panel displays data point groups.
  • The middle panel shows the data points within each group.
  • The right panel displays which data points will be shown in your view, and the order in which they’ll appear. You can drag and drop to arrange the columns according to your preferences.
portfolio-editing_data_columns_2.png

If you'd like to save your preferences, create a custom view.

More Portfolio Help

View All

  • Holdings tab

    Dive into the details of the Holdings tab, which can help you evaluate your portfolio.

  • Performance charting

    Track return with performance charting.

  • X-Ray

    Learn about the analysis and benchmarking available within the X-Ray tool.

More Help Topics

Help Home
Morningstar's Approach to Investing Getting Started Manage Account Payment Information Email Newsletters Portfolio Watchlists Screener Stocks Funds Reports Premium and Portfolio Manager