Understand the value of your investments with Investor’s powerful portfolio tools
Morningstar Portfolio X-Ray
Evaluate your risk at both the portfolio and fund level. X-Ray gives you a clear view of your asset allocation, fees, sector weightings, stock styles, and more.
Morningstar Stock Intersection
Instantly identify when your assets overlap, including how much of any given security affects the overall position of your portfolio.
Trusted ratings and data
Monitor your progress and evaluate the strength of your holdings with our proprietary ratings and comprehensive data.
Two ways to monitor your investments
Manually add holdings
Track return with enhanced charting, monitor gain/loss, and capture transactional information. Best for those who want a deeper analysis of performance over time.
Link investment accounts
Seamlessly view your portfolio’s balance and overall asset allocation. Best for those who want a daily snapshot of their investments or don’t want to manage transactional information.
