How do I create a portfolio on Morningstar.com?

To create and save your portfolio on our website, you first must be a registered user of Morningstar.com. Click here to sign-up:

Here are instructions on how to create a portfolio:

1. Click on the "Portfolio" tab on the home page. If you have not already logged on to the site, you will be prompted to do so.
2. If you are creating your first portfolio on the site, a page called "Select Portfolio or Watchlist" will appear.
3. Choose your Entry Method - "Create New" or "Import". "Create New" allows you to manually enter investments into Portfolio Manager. "Import" allows you to import your portfolio from a number of third party programs including Excel, Intuit Quicken, Microsoft Money, MSN Money.com, Quicken.com, or Yahoo! Finance.
4. There are two different kinds of portfolios that can be built on the site: "Watch List" portfolios and "Transaction" portfolios. Watch List Portfolios can be built by simply assigning the individual stocks or funds you to wish track without requiring any additional information. Transaction portfolios allow more details to be added to the portfolio, allowing for greater historical tracking and analysis. Please choose the portfolio type you wish to build by clicking on the appropriate button here.
5. Click on the Continue button.
6. If you choose "Create New", you will see three tabs--Stock/Fund, Bond, and Cash. Click on each tab to enter different types of holdings into the portfolio. First, enter your Portfolio name.
   With a Portfolio, you will need to enter date of purchase, ticker (for Stock/Fund) or Name (for Bond or Cash), quantity, and purchase price. If you are unsure of purchase price simply click on the $ icon next to price column and the program will auto-populate the historical price based on purchase date.
   If you are building a Watch List, you are only required to enter the ticker symbol (for Stock/Fund) or name (for Bond and Cash), and all other fields are optional. Use your tab key or mouse to move from one field to the next.
   You will be able to enter a total of 140 holdings. Once you have entered all of your holdings, click on the Done button.
7. You will be brought to a page titled Choose Your Portfolio Monitoring Features. This page will allow you to sign up for e-mail updates on your portfolio.
   We highly recommend that you sign up for Portfolio Updates and Alerts. This is the easiest way to keep track of important changes in your portfolio.
   Once you have selected your options, click Done.
   
8. If you choose "Import", you will be prompted to select a file to import or paste from a clipboard. You can browse your directories to find your file and when added, click Continue. Your file will be imported into Portfolio Manager.
9. Verify that all of your information is correct or make any necessary changes and click Continue. You now have an active portfolio.
10. Now you will see your portfolio. You can change the view in the Tracking tab, or Click on the My View tab to create your own personalized view.

This should get you started!

Can I use fractions to enter share prices in a portfolio?

Unfortunately, the Portfolio Manager will not accept fractions, so you must enter the price in decimals.

Does the Portfolio Manager support ETFs?

Yes, Morningstar's Portfolio Manager supports ETFs. You can add them to your portfolio just like any other regular holding.

How do I print from the Portfolio Manager?

There are two portfolio reports that we have formatted, and therefore support: Portfolio Snapshot View Report and Portfolio X-Ray Overview Report (Premium customers only).

1. To print one of these reports, choose the portfolio you wish to print. Scroll over Create on the toolbar and click Print from the dropdown.
2. This will take you to the Print-Friendly Portfolio Report window, where you can choose which report you would like to print. Click Snapshot View or X-Ray Overview and a formatted printer window will display.
3. Click on the Print icon in your browser toolbar.

If you need to print other views from your browser, we have found that going first to "Print Preview" and making adjustments there before printing will often give you a better printout.

Also, we've heard from some users who have better luck printing from Internet Explorer 8.0 than from other internet browsers. Are you using Internet Explorer? If you would like to try it, you can download it from the following link:

What is the difference between a portfolio and a watch list?

A portfolio contains detailed data on holdings including purchase date, shares, and price and allow for greater historical tracking and analysis.

A watch list can be used to track stocks/funds of interest and only requires user to enter ticker information.

How many portfolios or watch lists can I create?

You can store up to 25 of each in Portfolio Manager.

How do I add a holding to my existing transaction-based portfolio?

1. Click on the "Portfolio" tab on the home page. If you have not already logged on to the site, you will be prompted to do so.
2. From the drop-down menu, choose the portfolio you wish to edit.
3. Scroll over the Modify tab on the portfolio navigation bar.
4. Choose Add Holding(s).
5. On the next screen, choose the Stock/Fund, Bond or Cash tab depending on the type of holding you wish to enter.
6. Type the holding name or ticker (auto complete will help prompt you with a list of matching choices) in the Ticker field and add other relevant information.
7. Click on the Save button to complete the transaction.

How many holdings can I have in a portfolio?

At this time, registered members can enter 100 Fund/Stock holdings (including ETFs), 20 Cash, and 20 Bond holdings making the overall potential number of holdings a total of 140 per portfolio.

Premium members can enter 200 Fund/Stock holdings (including ETFs), 40 Cash, and 40 Bond holdings making the overall potential number of holdings a total of 280 per portfolio in new Portfolio Manager.

How do I include indices in my portfolio?

Morningstar.com offers many U.S. indices that can be added to portfolios. Please note that while the prices for these indices will be updated, they will not be included in the Portfolio X-Rays since Morningstar does not track the underlying stocks included in these indices.

To add these indices to a portfolio, please use the following tickers:

How do I record a buy or sell of a security in my existing transaction-based portfolio?

Here are directions for adding additional Buys or Sells to your portfolio:

1. Click on the "Portfolio" tab on the home page. If you have not already logged on to the site, you will be prompted to do so.
2. From the drop-down menu, choose the portfolio you wish to edit.
• If you are adding shares of an existing holding, choose Edit Holding(s). Choose the holding you wish to add shares to and then enter the buy information on the next screen. Click on the Save button to complete transaction.
• If you are selling a holding, choose Edit Holding(s) from the Modify drop down. Choose the holding you wish to sell and then enter your sell information on the following screen. Click on the Save button to complete transaction.

Alternative method for buying or selling a security in an existing portfolio:

1. Choose the portfolio you wish to edit from the portfolio drop down.
2. Hover your mouse over the security name you wish to edit.
3. Click on the Edit button on that security.
4. From this screen you can add buy/sell information to this security.
5. Click on the Save button to complete the transaction.

How do I remove holdings from a saved portfolio?

To delete a holding in a portfolio on Morningstar.com, please follow these instructions:

1. Open the portfolio by clicking on the tab called "Portfolio" on the navigation bar of the home page, http://www.morningstar.com. This will bring you to the Portfolio Manager page, where the most recent portfolio you viewed will be displayed.
2. If the portfolio you wish to edit is not the one that appears, open the pull-down menu located below the words "Portfolio Manager" on the upper left side of the screen. Select the portfolio you wish to modify from this list.

For WatchList portfolios:

1. Click on "Modify" on the Portfolio Manager tool bar and choose "Remove Holding(s)" from the drop down. This will bring you to the Edit screen which will look like a spreadsheet with your current holdings listed.
2. Each individual holding line will have a small white box on the far left labeled "Delete." Click on the box next to the holding(s) you wish to delete, and a check mark will appear to indicate your choice.
3. Once the box has been checked, scroll to the bottom of the page and click Done. Clicking on this button will save the changes you made to the portfolio.

For Transaction portfolios:

1. Click on "Modify" on the Portfolio Manager tool bar and choose "Delete Holding(s)" from the drop down. This will bring you to the Edit screen which will look like a spreadsheet with your current holdings listed.
2. Each individual holding line will have a small white box on the far left labeled "Delete." Click on the box next to the holding(s) you wish to delete, and a check mark will appear to indicate your choice.
3. Once the box has been checked, scroll to the bottom of the page and click Delete. A popup box will appear to confirm that you want to delete the holdings. Clicking on OK will save the changes you made to the portfolio.

Can I combine more than one portfolio that I've already saved?

Of course. To do this, please follow the steps below:

1. Click on the Portfolio link in the upper-left corner of our home page, http://www.morningstar.com.
2. If you are not logged in to the site, you will be asked to do so now. Enter your e-mail address and password in the spaces provided.
3. Click on "Combine" under "Create." Menu. This is located on the Portfolio Manager tool bar.
4. Check the box next to the portfolio names that you would like to combine and click on "Combine."
5. Enter a name for the combined portfolio.
6. Select what type of portfolio you would like to save this portfolio as, Transaction or Watchlist.
7. If your portfolios contain more than 100 Fund/Stock holdings total (including ETFs), you will need to select which holdings to exclude. To do this, uncheck the box next to the holding names, and then scroll to the bottom of the page and click "Save."

Please be aware that any changes made to this new portfolio WILL NOT affect the original portfolios that you combined.

What happened to my portfolio? I saved it, and now I can't find it.

Here is the most common reason that this happens:

Are you trying to access your portfolio through a bookmark or favorites tab? If you are, please make sure the bookmark or favorites is saved at http://www.morningstar.com and not the portfolio page. Whenever changes are made to the Portfolio Manager, your portfolio will be assigned a new URL, therefore, you will have problems trying to access your portfolio. If this is the case, please go to the home page and bookmark it here. Next, click on the "Portfolio" tab to access your portfolio.

Have you created a second membership? We have found that, rather than change the street or e-mail address on their accounts, many customers will create a brand new free account with us, and will then be confused about which account contains the portfolios they saved. To avoid this, make sure you only sign up for one account, and use the Membership area of the site to update contact information.

How do I remove a saved portfolio or watch list from Morningstar.com?

To do this, please follow the steps below.

1. Open the portfolio by clicking on the tab called "Portfolio" on the navigation bar of the home page, http://www.morningstar.com. This will bring you to the Portfolio Manager page, where the most recent portfolio you viewed will be displayed.
2. If you have multiple portfolios entered, choose the portfolio you wish to delete from the drop down list.
3. Once you have selected the portfolio you wish to delete, click on "Modify" on the Portfolio Manager tool bar and choose "Delete Portfolio" from the drop down. This will bring you to the Organize Your Portfolios & Watch Lists screen.
4. Each individual portfolio or watchlist will have a small white box on the far left. Click on the box next to the portfolio or watchlist you wish to delete, and a check mark will appear to indicate your choice.
5. Once the box has been checked, scroll to the bottom of the page and click Delete. A popup box will appear to confirm that you want to delete the portfolio/watchlist. Clicking on OK will delete the portfolio/watchlist from Portfolio Manager.

Why are some of my holdings showing up in my portfolio twice?

It is possible that this occurred when the holdings were entered. When you clicked Save Portfolio, you may have received a message stating:

"The following ticker symbols could not be found in our databases. Portfolio holdings that are not securities and unrecognized securities can be left as they are. After clicking the Continue button below you may edit your portfolio from the Track Your Portfolio and X-Ray Your Portfolio views. Please do not use the back button on your browser to make any changes or corrections to your portfolio."

If you clicked the Back button on your browser after seeing this message instead of clicking Continue, your portfolio holdings will be entered twice. When you first click Save Portfolio and get the message, the current holdings have already been saved. So if you click the Back button on your browser to make changes and click Save Portfolio again, the holdings are saved twice.

To delete the duplicated holdings, please follow the steps below.

For Watch List portfolios:

1. Click on "Modify" on the Portfolio Manager tool bar and choose "Remove Holding(s)" from the drop down. This will bring you to the Edit screen which will look like a spreadsheet with your current holdings listed.
2. Each individual holding line will have a small white box on the far left labeled "Delete." Click on the box next to the holding(s) you wish to delete, and a check mark will appear to indicate your choice.
3. Once the box has been checked, scroll to the bottom of the page and click Done. Clicking on this button will save the changes you made to the portfolio.

For Transaction portfolios:

1. Click on "Modify" on the Portfolio Manager tool bar and choose "Delete Holding(s)" from the drop down. This will bring you to the Edit screen which will look like a spreadsheet with your current holdings listed.
2. Each individual holding line will have a small white box on the far left labeled "Delete." Click on the box next to the holding(s) you wish to delete, and a check mark will appear to indicate your choice.
3. Once the box has been checked, scroll to the bottom of the page and click Delete. A popup box will appear to confirm that you want to delete the holdings. Clicking on OK will save the changes you made to the portfolio.

How do I change a portfolio I've created and saved?

Please follow the steps below to make this change to your portfolio:

1. Click on the "Portfolio" tab located on the on our home page, http://www.morningstar.com. If you have not already logged on to the site, you will be prompted to do so.
2. This will bring you to the Portfolio Manager, where the most recent portfolio you viewed will be displayed. If the portfolio you wish to edit is not the one that appears, open the pull-down menu located under the word "Portfolio Manager" on the upper left side of the screen. Select the portfolio you wish to modify from this list.
3. Scroll your mouse over Modify on the toolbar and click on Edit Holding(s) from the dropdown. Click on the holding you wish to change.
4. Once the data has been entered, edited, or deleted, click on the Save button to save the changes you made to the portfolio.

How do I change my custom view in Portfolio?

In order to do so you will need to be logged in to the site. Please follow these steps:

1. Once you are logged into http://www.morningstar.com, go to the Portfolio section.
2. Click on the tab that reads "My View" and choose one of the "My View" options (My View 1-4).
3. Click the Customize My View button located in the center of the navigation bar.
4. This is the screen where you can select or de-select the columns of information you would like to appear in your personal My View.
5. To add a data point to your My View screen, highlight it in the left column and click Add to bring it to the right column. The data points listed in the right column will be the items that appear in My View.
6. Once you have made your desired changes by clicking on the data points you would like to display on the left and then adding them to the column on the right, please scroll to the bottom of the page and click on "Save" and the data points you selected should appear in the layout.

How do I record stock splits in my portfolio?

Stock Splits can be added to portfolios created on Morningstar.com but not watch lists.

1. Click on the "Portfolio" tab located on the tool bar on our home page, http://www.morningstar.com. If you have not already logged on to the site, you will be prompted to do so.
2. From the drop-down menu, choose the portfolio you wish to edit. Once the portfolio has loaded, scroll over the Modify tab on the toolbar and choose Dividends/Splits from the dropdown.
3. On the "Dividend/Splits" screen, changing the option in the drop-down menu will allow you to choose between discrepancies only or all corporate actions that we have on record for a particular security.
4. Use the radio buttons next to the holdings to apply or remove the action from your portfolio. Once complete, click on the Save button to update your portfolio.
5. If the split you would like to record is not listed, please return to the Snapshot view to manually enter it. Scroll your mouse over Modify on the toolbar and select Edit Holding(s). Click the holding you would like to edit. On the next page, you will see a tab labeled Splits. Click on that tab and enter the change to your holding. Click Save to complete the transaction.

How do I record dividend distributions that I've reinvested in my portfolio?

Dividends can be added to portfolios created on Morningstar.com but not watch lists.

1. Click on the "Portfolio" tab on our home page, http://www.morningstar.com. If you have not already logged on to the site, you will be prompted to do so.
2. From the drop-down menu, choose the portfolio you wish to edit. Once the portfolio has loaded, scroll over the Modify tab on the toolbar and choose Dividends/Splits from the dropdown.
3. On the "Dividend/Splits" screen, changing the option in the drop-down menu will allow you to choose between discrepancies only or all corporate actions that we have on record for a particular security.
4. Use the radio buttons next to the holdings to apply or remove the action from your portfolio. Once complete, click on the Save button to update your portfolio.
5. If the dividend distribution you would like to record is not listed, please return to the Snapshot view to manually enter it. Scroll your mouse over Modify on the toolbar and select Edit Holding(s). Click the holding you would like to edit. On the next page, you will see a tab labeled Reinvest Dividends. Click on that tab and enter the change to your holding. Click Save to complete the transaction.

Can I export my portfolio from Morningstar.com? How?

We currently have the capability to export your portfolio from Morningstar.com to use the data in desktop software or spreadsheet programs. You can export from both the Tracking view and Custom Views.

1. Click on the Portfolio link in the upper-left corner of our home page. If you have not already logged on to the site, you will be prompted to do so.
2. From the drop-down menu in the Portfolio Manager screen, choose the portfolio you wish to export.
3. Click the Export Current View link in your Portfolio Manager toolbar.
4. You will then a pop-up window asking if you wish to Open or Save.
5. Click Save and you will see a pop up box where you will have to give the file a name and directory path.
6. Once you've chosen the directory path and name, click OK. The portfolio file will export as a tab-delimited text file. If you did not specify a directory path, the portfolio export file will be saved in your default directory. Please note that the default location is C:temp. If you do not change your directory path and you do not have a temp folder in your C drive, then you will encounter problems.

Furthermore, the only exported information is the information that you originally entered into your portfolio. This will include the date of purchase, ticker symbol, shares, purchase price, and commission.

Can I import my portfolio from other programs? How?

Importing from Microsoft Money

To import your portfolio from Money software to Morningstar.com, follow the steps below:

1. Launch Microsoft Money software on your computer.
2. Once you have your finances loaded on your screen go to FILE | EXPORT.
3. Make sure "Strict QIF" is selected.
4. The top line in the export box reads Save In:. (Please remember the path you are saving to. This is important later.)
5. Give the file a name such as "Morningstar Import" and click OK.
6. You will then see a screen that says "What type of account would you like to export?" Please make sure you choose Investment.
7. Then you will see a screen where you will choose the account to export. Highlight the correct account and click Continue.
8. Open up http://www.morningstar.com/ and visit the "Portfolio" section.
9. Click on the "Create" menu.
10. Click on the "Import" option.
11. Make sure you are on the "From File" tab, and then click on "Browse."
12. Change your path to where you saved the .QIF file.
13. Click OK.
14. Choose the portfolio you'd like to keep on Morningstar.com and click "Continue."
15. Once the portfolio has been imported, click on "Save Portfolio."
16. Make any changes you need to at the "Edit Transaction Portfolio" screen.
17. Click on "Save Changes."

Importing from MSN MoneyCentral

To import your portfolio from MoneyCentral, please follow the steps below:

Please note, you must use the Deluxe Portfolio Manager (Investor Toolbox) from MoneyCentral to export portfolios:

1. Visit MoneyCentral at http://www.moneycentral.com and open the portfolio section.
2. In the Accounts pull down menu, select the portfolio you would like to export.
3. Go to View and select "Create Custom View..."
4. Select the "Remove All" button and add symbol, name, quantity and price from the Available Columns List then click OK.
5. Go to the File menu within MoneyCentral and choose "Export to Tab-Delimited File."
6. You will then be prompted to save your portfolio. Please be sure to write down the directory and file name that you save your portfolio under. This information will be needed in the import process. Once you have named the file, click "Save."
7. Open up Morningstar by going to http://www.morningstar.com/ and visit the "Portfolio" section
8. Click on the "Create" menu.
9. Click on the "Import" option.
10. Make sure you are on the "From File" tab, then click on "Browse."
11. Change your path to where you saved the file
12. Click "OK"
13. Choose the portfolio you'd like to keep on Morningstar.com and click "Continue."
14. Choose between Watchlist and Transaction portfolio.
15. You will then see a screen with your portfolio holdings listed on the left side. If your portfolio has less than 100 holdings (including ETFs) and you would like to import all of them, click the "Add All" button to move the holdings from the "Found Holdings" column to the "Holdings to Import" Column. Then click the Continue button.
16. If your portfolio has more than 100 holdings (including ETFs), you will need to choose which 100 holdings you would like to import. To do this, highlight the securities you would like to import and click the "Add" button. The securities you select will then move to the right column labeled "Holdings to Import." The number of securities you have added will be displayed above the right column. Once you have selected all of the holdings you would like to import, click the "Continue" button.
17. The next screen will list the holding information for those securities you chose to import. If any of the holdings have incorrect ticker symbols, Morningstar.com will be unable to provide very little information on the portfolio after you have imported it (any tickers colored red are unrecognized).
18. You can change the information on the screen by clicking on the data. You will then be able to type in any corrections. Please note, if you are importing a Transaction portfolio you must include the Shares/Ratio, Price and Date.
19. Once all of this information is correct, please scroll to the bottom of the page and click Submit.

Importing from Quicken software

To import your portfolio from Quicken software to Morningstar.com, please follow these steps:

1. Launch Quicken on your computer
2. Once you have your finances loaded on your screen go to FILE | EXPORT | .QIF FILE.
3. Make sure the "Transactions" and "Security Lists" box is selected.
4. The top line in the export box reads "QIF File to Export to:", move your mouse to that box, click once, and scroll all the way to the right. (Please remember the path you are saving to, this is important later -- If you did a default installation, the path will be C:\QuickenW\.)
5. Give the file a name such as "Morningstar Import" and click "OK" (type this in AFTER you see C:/QuickenW.) Keep track of where you save your portfolio, as you will need this information during the importing process.
6. You can now close out of your Quicken application.
7. Open up http://www.morningstar.com/ and visit the "Portfolio" section.
8. Click on the "Create" menu.
9. Click on the "Import" option.
10. Make sure you are on the "From File" tab, then click on "Browse."
11. Change your path to where you saved the .QIF file.
12. Click "OK."
13. Choose the portfolio you'd like to keep on Morningstar.com and click "Continue."
14. Choose between Watchlist and Transaction portfolio.
15. You will then see a screen with your portfolio holdings listed on the left side. If your portfolio has less than 100 holdings and you would like to import all of them, click the Add All button to move the holdings from the Found Holdings column to the Holdings to Import Column. Then click the Continue button.
16. If your portfolio has more than 100 holdings, you will need to choose which 100 holdings you would like to import. To do this, highlight the securities you would like to import and click the Add button. The securities you select will then move to the right column labeled Holdings to Import. The number of securities you have added will be displayed above the right column. Once you have selected all of the holdings you would like to import, click the Continue button.
17. The next screen will list the holding information for those securities you chose to import. If any of the holdings have incorrect ticker symbols, Morningstar.com will be unable to provide very little information on the portfolio after you have imported it (any tickers colored red are unrecognized).
18. You can change the information on the screen by clicking on the data. You will then be able to type in any corrections. Please note, if you are importing a Transaction portfolio you must include the Shares/Ratio, Price and Date.
19. Once all of this information is correct, please scroll to the bottom of the page and click Submit.

Importing from Yahoo!Finance

To import your portfolio from Yahoo! Finance to Morningstar.com, follow these simple steps:

1. Login to Yahoo! Finance and go to the portfolio page.
2. Select the portfolio you want to import into Morningstar Portfolio Manager and then using your mouse, highlight the text and data you want to import.
3. Right click on your mouse and choose "Copy".
4. Next go to Morningstar.com and log into Portfolio Manager.
5. Click on the "Create" option from the toolbar and choose "Import". "Import Portfolio" window will open.
6. In the "Import Portfolio" window, click on "From Clipboard" tab.
7. You will see a blank space. Again, right click your mouse and choose "Paste". Your portfolio information from Yahoo! Finance will appear in the space below.
8. Click on the "Continue" button located in the lower right hand corner. A summary view of the information just pasted will appear.
9. Please review the data and make any corrections. Use the drop down to select and change column headings. The following column headings are required for Transaction portfolios: Symbol, Action, Shares, Price, and Date.
10. From the drop down menu, enter a name for your new portfolio or choose to add the data to an existing portfolio. Then click "Continue". This completes the importing process. Please contact us if you are experiencing technical difficulties.

Below is the 2nd way to "import" from Yahoo! Finance - you will first need to export the file:

Instructions on exporting a Portfolio from Yahoo! Finance (*.html, *.htm)

1. Login to Yahoo! Finance and go to the portfolio page.
2. Select the portfolio you want to export.
3. Identify the format of your portfolio.

   When you created your account, Yahoo provided you with the following portfolio-tracking options:

   • Watch List
   • Current Holdings
   • Transaction History

   If your holdings are set up as a Transaction portfolio, two additional tabs will appear above the Views list: Positions and Transactions. You only need to identify whether the portfolio is a Transaction portfolio or not.

   If you are exporting a Transaction portfolio please click on the Transaction tab, rather than the Positions tab located above your portfolio holdings. Additionally, because the Transaction view is already set up for export, you should skip to Step 7 in the instructions.

4. Within your portfolio, locate the Views options above the portfolio and select +New View
5. In the text box labeled View Name, enter a name in the box provided. This will be the title of the new view you create. Then, using the drop down menus under View Fields, select the following data points: Symbol, Shares Owned, Price Paid, and Trade Date. After all of the required data points have been added click Finished.
6. You should now see your portfolio in the custom view just created. You are now ready to save your portfolio.
7. Go to the File menu option on the browser's tool bar and choose Save As....

   Note: If you are exporting a Transaction portfolio that includes more than 20 transactions, you will have to save multiple .html files, because Yahoo provides only 20 records per page. As a result, you must save the first 20, then click Next 20 in the bottom-right corner of the screen. Once the next page appears, repeat the save process for each group of 20 transactions you have listed. Make sure you save each page with a different name.

8. In the dialog box, you will be prompted to provide a name and location for the file you're exporting. The file name should not exceed 20 characters.

   Make sure to choose the Web Page, HTML only (*htm,*.html) file type in the Save as Type box. Please do not choose the Web Page, complete (*htm,*html) file type, as this will save unnecessary files on your hard drive.

   Please write down the directory and file name before you save your portfolio. This information will be needed during the import process.

9. Click Save to finish exporting your portfolio. You are now ready to import your portfolio into Morningstar.com.
10. Go to Morningstar.com and login to Portfolio Manager.
11. Click on the "Create" option from the toolbar and choose "Import". "Import Portfolio" window will open.
12. In the "Import Portfolio" window, make sure "From File" tab is selected.
13. Then click on the "Browse" button and locate the Yahoo! Finance file (that you just saved) to import.
14. Click on the "Continue" button located in the lower right hand corner. You should see your portfolio information in the window. Please review the data and make any corrections.
15. From the drop down menu, choose to keep or change the portfolio name. Then click "Continue". This completes the importing process.

Please contact us if you are experiencing technical difficulties.

Importing using a Macintosh computer

At this time, the import function does not support Macs. We apologize for any inconvenience that this may cause.

Can I add notes to my portfolio holdings?

Yes, you can add note to your portfolio holdings.

1. Choose the portfolio to which you wish to add notes.
2. Scroll over Modify on the toolbar then click Edit Holding(s). Choose the holding to which you wish to add notes.
3. Click on the Notes tab and enter your notes. Click Save to save your notes.

Use the same directions to view your notes. Or in My View, you can add a column to display all notes on a portfolio. Follow the instructions under How do I change my custom view in Portfolio? to add My Notes on Holdings to your Custom View.

What's the difference between the Total Return and Personal Return?

There are performance measures for different purposes from which we should expect to yield different results:

Total Return

Total Return measures the theoretical performance of your holdings for a specified period of time, taking into account the beginning and end values of your investments as well as dividends.

Personal Return

Personal Return calculates the investor's returns, taking into account an additional factor in its calculation: the capital that you added or withdrew from your fund or portfolio throughout the specified period of time. The calculation of Personal Return illustrates how your allocation of capital has affected the performance of your portfolio.

Why don't some of my holdings show up when I X-Ray my portfolio? They were there before.

This is occurring because the Portfolio X-Ray feature will not display portfolio statistics for Mutual Funds or Closed-End funds with statistics more than 1 year old. This is a restriction set in place by our portfolio manager team. This restriction exists because that team feels statistics generated from a portfolio more than a year old are no longer valid.

Fund Reports do not have this restriction because the portfolio " as-of" date is always shown along with the portfolio stats and portfolio holdings on these pages.

Why is the Portfolio X-Ray incomplete for my portfolio?

By any chance, did you create a Watch List? On the site, there are two types of portfolios: Watch List and Portfolio. With a Watch List you can add a stock, fund, or bond to a portfolio without entering prices or number of shares. However, if you create a Watch List and do not enter in prices or number of shares for your holdings, the results of the Portfolio X-Ray will be incomplete. Please note, the only information that will be included will be the top holdings.

How do I use the new cash management feature?

Please be note that the feature is subject to change as we are constantly making enhancements to our product for better user experience.