Morningstar Adviser Workstation provides the option to view detailed information for a portfolio in a single click (as detailed in this post). This shows how you can view the current data or data to the last month end, though it’s also possible to view historical data too using Portfolio Performance reporting.
Click here to see an example of the sort of report available using Portfolio Performance.
If you’d like to see what returns a client’s portfolio had over specific periods, what the up capture ratios were in Q1 last year, or if the securities were in the top quartile in 2013, these and hundreds of other data points are available to include in your report.
Click the folder icon below to find out more.
