Local List

Overview

When you open the Markets workbook, you are not prompted to select a list or screen as you are in other templates. Instead, the Markets workbook is prepopulated with a list of securities (the Local List component). You can select one of your lists to be displayed instead.

Use this component to monitor and analyze intraday changes in price and volume.

Use the following column sets to view the data most relevant to your workflow:

•Basic: overview of intraday price changes, including high, low, and volume traded

•Fundamentals: volume traded, 52-week high and low, market cap, price/earnings, dividend information, as well as intraday changes

•Returns: return data from one day to 15 years, as well as year-to-date

•Index: intraday changes, as well as high and low prices, and

•Commodities: intraday changes and expiration date.

Note: The Local List component is available in only the Markets workbook, where it is shown on the Monitoring and Advanced Chart worksheets. The Local List component does not appear in the Component Library.

For capabilities common to most components, read the Components Overview.

Alternate Uses

You can easily compare funds and stocks by grouping them into the following groups:

•Morningstar Sectors (stocks only)

•Morningstar Category (funds only)

•Global Broad Category (funds only)

•Investment Type (all), or

•Morningstar Rating (all).

(Stocks only) From the Actions menu, you can generate a Morningstar Report for Stocks. In the Morningstar Report, you can access in-depth analysis and data such as the following:

•Morningstar analysis of the stock

•the stock’s Advanced Performance Chart, and

•the stock’s current and historical data such as quote, valuation, and so on.

 

Last Updated: March 1, 2018

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