My Fantasy Portfolio

 

How to create a new portfolio at Morningstar.co.uk

To create a portfolio you need to register as a member of Morningstar. As a member you can use all services provided by Morningstar free of charge. You can unsubscribe at any time.

  Free membership  


About the portfolio tool

The Morningstar portfolio tool is a service that is offered to you for free. You can use the portfolio tool to update your investments on a daily basis. You can create a portfolio with the funds you invest in at this moment. But a portfolio with other funds you want to keep record of, may be of interest as well. Please note that you cannot buy or sell funds at Morningstar.

 Log in:
  Username:
     Password:
     
 
Remember my username


Forgot your username or password?

Type your email address which you have used to register at Morningstar and we will send you your login data.



Log out

Please do not forget to log out when you have finished My Portfolio. If you do not log out, other users of your computer may see your portfolio.

 




Disclaimer

© 2010 Morningstar UK. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied (save (i) as incidentally necessary in the course of viewing it on-line, and (ii) in the course of printing off single copies of web pages on which it appears for the personal use of those authorised to view it on-line), adapted or distributed; and (3) is not warranted to be accurate, complete or timely.

Fundsdirect Platforms Limited and Investment Fundsdirect Limited, a company regulated by the Financial Services Authority, are fellow subsidiaries of Investment Funds Direct Holdings Limited, part of the Egg group of companies.

This Morningstar-sourced information is provided to you by Fundsdirect Platforms Limited and Investment Fundsdirect Limited and is at your own risk, Fundsdirect Platforms Limited and Investment Fundsdirect Limited does not guarantee, nor accept responsibility for the accuracy and completeness herein. You agree that Morningstar and Fundsdirect Platforms Limited and Investment Fundsdirect Limited is not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. Fundsdirect Platforms Limited and Investment Fundsdirect Limited does not offer investment advice or make any recommendations regarding investments. Fundsdirect Platforms Limited and Investment Fundsdirect Limited informs you as follows: (i) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (ii) past performance is no guarantee of future results; and (iii) the value and income derived from investments can go down as well as up.