Portfolio Grid

Overview

Use the Portfolio Grid component to analyze your model portfolios. Once analyzed, use the Actions menu in each row to edit holdings or weight percentage, change model portfolio settings, or delete the model portfolio. To access the Actions menu, hover the cursor over the name of the model portfolio, then click the Actions icon and make a selection from the menu. You can also use the Peer Analytics panel to apply conditional formatting.

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

Alternate Uses

In addition to reviewing the asset allocation of your model portfolio, change to a different column set to view Account Summary data points, such Total Return, Standard Deviation, and other performance statistics. To select a column set, select Column Sets > Open.

Last Updated: March 27, 2018

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The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; (3) is not warranted to be accurate, complete or timely; and (4) does not constitute advice of any kind.  Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Any statements that are nonfactual in nature constitute opinions only, are subject to change without notice, and may not be consistent across Morningstar. Past performance is no guarantee of future results.