07-30-26 Product Enhancements, Data Addition & Bug Fixes | Release Notes | Morningstar

Morningstar

Import Holdings to a Portfolio

The new Portfolio Import feature allows you to bring in holdings from anywhere – an Excel sheet, a PDF of a brokerage statement, a screenshot from an app – and use it to import holdings (along with quantity and cost basis) into a new or existing portfolio. Take a look at the Help Center Article to learn more.

Data Additions & Product Updates

We have added a “Dividend Payment Schedule” data point for stocks in all tools that reflects the month(s) in a year when a stock typically pays dividends.
We have removed advertisements from the Compare Tool for paying subscribers.

Bug Fixes

We fixed a bug where popular articles were not showing in the Search box suggestions dropdown in all instances.
We made updates to how quantitatively rated stock star ratings render in the valuation capsule on their quote pages to ensure the visual always reflects the correct rating.
We fixed a bug where the caret expander in the Compare Tool was right aligned rather than next to the title for each section.
We fixed a bug for the ticker ERIC B that was causing the stock page to return a 404 error rather than the standard summary page.

More Release Notes

10-01-26 Product Enhancements & Bug Fixes

We released product enhancements and bug fixes.
09-24-26 Product Enhancements & Bug Fixes

We released security page enhancements and fixed a couple bugs.
09-17-26 Product Enhancements

We released enhancements.

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