Manually added holdings vs. linked accounts | Help | Morningstar

Morningstar

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 and imported holdings

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

Learn how to import 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.

Custom views (groupings of data points) in Portfolio

Keep track of the performance and valuation metrics relevant to both your portfolio and investment goals with data points that you return to again and again.
Editing data and columns in Portfolio

Learn how to add, remove, and arrange data points so you can gain greater control over the data you use to evaluate and monitor your portfolio and the order in which it appears.
Holdings tab

Dive into the details of the Holdings tab, which can help you evaluate your portfolio.

Morningstar's Approach to Investing Getting Started Manage Account Payment Information Tools: Portfolio Tools: Watchlists Tools: Screener Tools: Compare Notifications Research: Funds Research: Stocks Research: Reports Premium and Portfolio Manager Markets Webinars

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

© Copyright 2026 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.