Adviser Workstation Office Edition
Sample Reports
Morningstar qualitative fund research report
137KMorningstar qualitative stock research report.
Fund Investment Detail - Advanced
Provides an unbiased view of a particular investment. Commentary on more than 3,900 mutual funds and stocks is included from more than 100 Morningstar analysts.
Provides an unbiased view of a particular investment. Commentary on more than 3,900 mutual funds and stocks is included from more than 100 Morningstar analysts.
Scans an entire portfolio to create a comprehensive picture of the portfolio's underlying holdings, overall sector exposure, and overall investment style.
Identifies cumulative exposure to individual equities, based on stock and underlying holdings of the managed products in a portfolio. Reviews the top 10 holdings in a portfolio to identify its overall weighting in a particular security or sector.
Provides an in-depth synopsis of a fund with investment style breakdowns, fundamental information, top holdings and index comparison.
Provides an in-depth synopsis of the client's portfolio with asset class and investment style breakdowns, performance information, and top holdings.
Illustrates how the total, growth and income returns of funds match up to the returns of their peer groups.
Displays up to four funds on the same report and provides a side-by-side comparison of performance, ratings, risk.
Current vs Target Asset Allocation
Shows an asset allocation comparison between the client's current portfolio and a target asset alloaction.
A client-friendly report that displays key data points such as returns, market values on the aggregate and by individual portfolio. Includes asset allocation and performance charts.
A detailed report that combines Morningstar analytics, investment activity and performance of a portfolio.
Illustrates historical performance of an individual security, a portfolio of securities, or a comparison between two or more securities. Commonly used when making investment recommendations to clients.
A fully customizable report that reviews a client's current portfolio, risk profile, asset allocation, recommended portfolio and wealth forecast. This report can be generated as a PDF or a Microsoft® Word document.