By popular demand, we’ve added a way to research your investments and monitor your portfolio performance using both Morningstar Investor and Morningstar.com.
Performance data points and views
For manually entered holdings, you can now view P&L, cost per share, and total cost basis within Investor’s portfolio tools. See intraday and P&L performance by adding to your view via the Data & Columns settings in each portfolio’s Holdings tab or using two new, curated Morningstar views.
Additionally, 52-week highs and 52-week lows for stocks and ETFs are now available in your portfolio and watchlist.[データと列]Add them to the view via settings or[ビュー]Use the new intraday view available for columns.
For more information, see our Help Center article on creating views and the key differences between linked accounts and manually added holdings.
data definition
Added performance and metric definitions to provide even more transparency and insight when evaluating securities. These definitions also include our proprietary ratings and methodologies, such as the Morningstar Rating for stocks and the Morningstar Medalist Rating for funds, so you can instantly see the potential of your investment through our lens. Look for the “i” icon next to the term, or find a list of terms in tables and graphs on Morningstar Investor and Morningstar.com.
More support from Mo
Mo, our AI research assistant, has expanded its capabilities to help you find and evaluate securities.
-
Citation: Many of Mo’s answers include links to relevant Morningstar articles. For example, if you ask Mo about value investing, you’ll not only get a detailed answer, but also a link to Morningstar’s latest insights on the topic.
-
Security Card: Asking Mo for information about a security may also reveal important details about that security, such as its ticker, Morningstar rating, and latest price. Note: Although real-time information is available on the security card, the Mo app itself does not have access to real-time data.
Note: Currently, Mo is designed to extract and surface Morningstar research and data. If you have questions about how to use Investor more effectively or need to contact our support team, please visit our Help Center.
