To Create an Investment List

Creating an Investment List Video

You can create multi-asset lists in Morningstar Office.

1. There are multiple ways to start the process of creating an Investment List. Use any of the methods available below.

   1. From the top menu, select New, Investment List, or

   2. From the Workspace tab, select Investment Lists. From the toolbar above the grid, click New. The Select Investments dialog box opens.

2. Select the method you will use to identify the investments for your list.

   1. Under Name/Ticker/ISIN/CUSIP/SecId, select the following:

   1. • Single Investment and enter Investment Name/Ticker/ISIN/CUSIP/SecId into the text box, or

      • Multiple Investments and click OK to access the Find Investments dialogue box.

      • • Select from Universe or saved Lists or Searches.

        • Select Find by method (Name/Ticker/ISIN/CUSIP/SecId).

        • Enter Investment and click Go.

Note: Your search can include both Morningstar-tracked securities and user-defined securities.

1. 2. Click Search Criteria to enter a complex query to find a group of investments. When you click this option, click the arrow to select the investment universe you will search in. Click OK. The Search dialog box opens.

   3. Click My Lists to select items from one of your saved investment lists. When you click this option, click the arrow to select which investment list you want to choose securities from.

3. When you have selected the desired investments, click OK.

4. Your investments are listed on the My Lists grid under an Untitled Investment List. From the toolbar above the grid, click on Save.

5. The Save as dialog box opens.

   1.  Enter a name for this new list in the text box, or

   2. Or select an existing list to be overwritten with your chosen investments.

6. Click OK to save the list. Click on the My Lists page on the left-hand side of the screen to see all available lists.