Portfolio Monitor
Welcome to Portfolio Monitor. Please select your preferred delivery options below, then click on the Save button. Notes: reports are available for Transaction-based portfolio only.
Monthly
On DemandFormat:
Transaction Portfolio: (5 max)
Report Format: (Check all that apply)
Full Report
Privacy Cover SheetDelivery Options Saved
If you chose to have your reports e-mailed, they will be sent to the e-mail address in your Morningstar Profile and will also be added to the Your Archive tab in Portfolio Monitor in first week of every month.
If you chose to have your reports archived, they will be saved and accessible via the Your Archive tab in Portfolio Monitor.
You can select up to 5 transaction based portfolios to be included to your monthly report. You can also view a report now by clicking the 'Back' button and choosing 'On Demand'.
Thank you for using Portfolio Monitor.
Adobe Acrobat™ 7 or higher is required to view PDF reports. Download here.
Are you sure you want to cancel?
Any changes made to Portfolio Monitor settings will not be saved.
Report Generation in Progress. Please wait
Please be patient, as report generation can take some time to complete.
Thank you for using Portfolio Monitor.
Adobe Acrobat™ 7 or higher is required to view PDF reports. Download here.
Welcome! Portfolio Monitor archives all of your past reports here. Double-click on any of the report names below to view or save a report to your hard drive.