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Create a Model Portfolio by Importing - Morningstar Community You can import an Excel spreadsheet directly into a model portfolio, instead of manually entering the investments and weights To import an Excel file, do the following: In the upper-left corner of the Home page, hover the cursor over Menu and select Import The Import page opens
Interactive Charts available in Morningstar Office Desktop These interactive charts are the same ones found in the web access point and offer easy-to-understand visualizations to help analyze a fund’s or portfolio’s performance and assess risk to inform investment decisions Additionally, the new charts offer a more dynamic experience where users can see changes as they’re made in real time