Morningstar Portfolio Video Instructions by: Matt Ingram  Written Instructions (.pdf), by Jo Ann Dysart, are also available. ► Play All (35:23) ► Introduction (0:13) ► Legal Notice (0:49) ► Matt Ingram Biography (0:38) ► Portfolio Introduction (0:25) ► Getting Started (1:29) ► Create a Morningstar Account (2:34) ► Finalize Account (0:43) ► Account Log in (2:38) ► Create a Portfolio (2:44) ► Name the Portfolio (1:26) ► Portfolio Monitoring Features (1:09) ► Add/Edit Default Cash (3:18) ► Portfolio Views (5:20) ► Add Holdings (Buy Stocks/ETFs) (3:10) ► Edit Portfolio or Adjust Shares (1:58) ► Delete a Holding (1:29) ► Buy or Sell a Holding (5:50) ► Transaction Summary or History (1:06) ► How to Print Portfolio (1:55) ► Sign Out (1:11)   Optional Topics ► Add Default Cash After Adding Holdings (2:32) ► Delete or Rename Portfolio (2:07) ► Use the Latest News Feature (2:40) ► Use Morningstar's Help Feature (1:28) ► Free Mobile App (0:38) ► Buying Mutual Funds (7:43)

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