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Portfolio Manager - Basic Track and analyse your portfolio
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Portfolio Manager - Advanced Track and analyse up to 10 portfolios, using unique tools such as Portfolio X-Ray and Stock Intersection
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Instant X-Ray Decipher your portfolio's basic characteristics at a glance, including asset allocation and exposure to different investment styles
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Investment Goal Calculator Find out if you're on track to meet your investment goals, test the outcome of various different scenarios
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Fund Performance Calculator Calculate and display returns over your chosen time period
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PDF Reports Download PDF reports of Morningstar’s far-reaching data on funds and stocks
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