Manually added holdings vs. linked accounts | Help | Morningstar

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Depending upon how deeply you want to analyze your portfolio, you can manually add holdings yourself or link an account from a financial institution.

Manually added holdings

If you prefer deep analysis of your holdings, you may wish to manually enter them. When you manually enter your holdings, you can:

Monitor performance
Track gain/loss analysis in the Holdings tab
Capture transactional information
Control how the cost basis of each holding is recorded
Unlock the performance charting tool

Learn how to manually add your holdings.

Linked accounts

If you’re interested in light portfolio tracking, linking your account(s) from a financial institution lets you view your current balance and review your overall asset allocation. The cost basis for your holdings is not included when you link accounts, so portfolio-level performance will not appear. Learn how to link an account.

Manually add or delete holdings

Manually add or remove stocks, funds, cash, and other holdings from your portfolio.
Link an account

Learn the ins and outs of linking an account: set-up instructions, troubleshooting, and information on data security.
Custom views in Portfolio

Keep track of the performance and valuation metrics relevant to both your portfolio and investment goals.

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