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I cannot find bonds or gilts, is there any way I can include these in my portfolios?
Yes. To create your own type of security go to Tools>Edit Definition Master
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Recent Articles
Portfolio Diversification – the Correlation Matrix
Portfolio Types
What does my portfolio cost?
Importing data to Adviser Workstation
Ethical Investing – How Morningstar can help
Aggregates (Or ‘How to combine multiple portfolios into one’)
Portfolio Performance Reports
Adding currencies, security reclassification & pricing – The Definition Master
Providing investors visibility via the web portal
Planning for Retirement – how Adviser Workstation can help
Create truly custom reports
New Updated Risk Questionnaire
Where am I invested?
Chart your data
Latest training update – Importing from Excel