Account Performance Overview

The Account Performance tool can be used on accounts to get data point calculations for customized date ranges. These calculations can then be exported into an Excel format. You would use this tool if you needed to see a data point for a specific time period that is not available within Morningstar. 

This tool can be accessed from the Portfolio Management tab, Account Performance page, or within an Account under the Account Performance tab.  It is also available from the Portfolio Performance tab within a Model.