Morningstar Adviser Workstation contains detailed information on thousands of securities including (but not limited to) equities, bonds, open end funds and indices, though it’s possible to include securities of your own creation, as well as additional currencies, asset classes and more, and amend the settings on these as necessary.

If there is not an available Morningstar Security to represent a security you want to add to an portfolio or list, you can add a user-defined security within Adviser Workstation and input all of the information associated with that security. A user-defined security may also be automatically created during the import process if there is not an existing user-defined security or a Morningstar Security match found.

Click here to see how you can create your own security

It is also possible change the classification of a Morningstar security, either by changing the asset class or composition.

Click here to see how to reclassify a Morningstar security

If you have a portfolio with securities showing up in red it’s likely that these aren’t tracking the most recent Morningstar price.

Click here to see how to check all your securities are using Morningstar pricing

There are dozens of currencies available to use in Adviser Workstation, though you will need to add one to your account prior to using it in your own user-defined security.

Click here to see how you can add a new currency

If you have a user-defined security that should be tracking the performance of a Morningstar security, you can map your security to track a Morningstar security.

Click here to see how to map a user-defined security to a Morningstar security

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