The settings established here pertain to functions under the Research tab. From the top menu, select Tools and then Settings, Set Default Research Benchmark.
Click the Decimal places to set the numbers displayed after a decimal. Use the drop-down menu to select a number between 0 and 5. Number 2 is selected by default.
Click the Currency drop-down and select the currency you want displayed.
Click the Default universe drop-down and select the universe you want to be displayed by default when you click on the Research tab.
The Default Benchmark is automatically set to Morningstar US Market TR USD. To change the benchmark, click the Find button. Note: Refer to the Select Benchmark help for instructions on locating the new benchmark.
Click on the Return/Price type drop-down and select Mixed or Pre-tax.
If you do not want extended performance to be displayed, un-check the Extended Performance check box. It is checked by default.
The path for the Save cache files to folder is set automatically. To change the folder, use the Select Directory button and browse for the new location.
The Stock Intersect Holding # option is preset to 500. You may enter a different number up to a max of 2,000 if desired.
Under the Export tab, when checked, the option to Export Morningstar Star Rating and Morningstar Style Box as symbols works in conjunction with the Research, Workspace, and Portfolio Accounting data.
Click OK to save your settings and close the screen; or select Cancel to exit the screen without saving any changes.