How do I change a portfolio Ive created and saved?
• To edit a holding in a portfolio, open the portfolio by first clicking on the “Portfolio” tab located on the upper left side of the home page (http://www.morningstar.com). • This will bring you to the Portfolio Manager, where the most recent portfolio you viewed will be displayed. If the portfolio you wish to edit is not the one that appears, open the pull-down menu located under the word “Portfolio Manager” on the upper left side of the screen. Select the portfolio you wish to modify from this list. • If you selected a Watch List portfolio, an icon that resembles a briefcase with a pencil will appear on the Portfolio Manager toolbar. This is the Modify This Portfolio icon. Click on this icon to add or delete stock, fund, bond, or cash holdings. • Once the data has been entered, edited, or deleted, scroll to the bottom of the page to the button labeled “Done” and click on this button to save the changes you made to the portfolio. • If you selected a Transaction portfolio, you will se
