Morningstar Portfolio Manager
10K+
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Everyone
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About this app
Create and monitor portfolio characteristics and performance through time by entering actual transactions, or, simply check on a portfolio’s current allocation. Know how your funds are rated by Morningstar with Star Ratings and Analyst Ratings. Get risk statistics, Style box, performance at portfolio level. Supports both Watchlist and Transactional portfolio.
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No data shared with third parties
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No data collected
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Data is encrypted in transit
You can request that data be deleted
