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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Oklahoma Securities Commission
securities.ok.gov/
For additional investment education links and information visit
securities.ok.gov
or call
(405) 280-7700.
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