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 ratio was for Q1 last year, or if a security was in the top quartile in 2013, these and hundreds of other data points are available to include in your report.

Where to create a Portfolio Performance report – Step 1

Step 2 – Benchmark selection

Step 3 – Choosing data points

Step 4 – Supplementary data points

Step 5 – Calculation

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