Morningstar Portfolio Video Instructions
by: Matt Ingram 


Written Instructions (.pdf), by Jo Ann Dysart, are also available.
Buy or Sell a Holding (5:50)
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)


Sponsored by:
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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