Tuesday, January 11, 2011

Morningstar Price Check Time Saver


Have you ever wanted to check prices on a number of different stocks, or find out the loss or gain from the previous day on multiple mutual funds? A new feature of Morningstar Investment Research Center makes it easy to find this information.

Simply type the stock or fund symbols, separated by commas, in the search box (for example: GE, XOM, MSFT, INTC). Click on “get report” and you’ll get a list of price, gain/loss, day high/low, volume, and the 52-week high/low for all of the stocks in your portfolio. This will also work with mutual funds, even if you combine the search with stocks.

If you have many stocks, funds, or both, and want to save on typing tickers, simply save the string of tickers separated by commas in a word processing, text, or spreadsheet file. The next time you want a quote report, just cut and paste the string into the search box.

For more helpful tips on the new features in Morningstar Investment Research Center, or for an overview on the database, sign up for a training session on Feb. 3 at 11a.m. Central Time. Visit the Client Site http://library.morningstar.com/tracking to attend, or e-mail librarytraining@morningstar.com for further details.