Morningstar Portfolio Manager

10K+
Downloads
Content rating
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.
Updated on
Sep 16, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
No data collected
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Data is encrypted in transit
You can request that data be deleted

What's new

Minor fixes.