Morningstar Office's Home page gives you a quick overview of your practice on a daily basis. You can add or remove widgets from the Home page by clicking Customize this Page in the upper right-hand corner of the screen, or through the Home tab, Settings page, Home section, Page Layout option.
Note: These same widgets are available on the Articles + Commentary page. Consider using the Home page to display widgets that pertain to your daily practice activities, and the Articles + Commentary page for industry related communications.
After selecting the widgets you would like included on either page, click the Save + Close button to save your changes. The page automatically reloads, displaying your new selections. The Restore to Default button resets the widget selections for each page to the program defaults. Click the Cancel button to leave the selection screen without making any changes.
When viewing information under the widgets, each section can be customized to show the data you want to see.
To change the amount of data shown, click the drop-down arrow to select the number of entries to show on-screen. To view all data available under a widget, click on More in the lower left-hand corner of the widget.
Click the - icon to collapse the section where only the heading can be seen. Click the + icon to restore the data display.
Use the x icon in a section to quickly remove it from the view altogether. Note: You must go through the Customize this page option to add the widget back to the page.
Tip When selecting widgets and the number of entries to be displayed under each, keep in mind, each column on the page has limited space available. If too many widgets or too much data under each widget is selected for display, the widgets will automatically be collapsed with only the heading showing. The placement of widget data can also be rearranged on the page to accommodate the available space under each column. Click the widget heading and the mouse turns to a four-sided arrow indicating the widget can be moved. Click and drag the widget title to a new location on the page.
Click the All button located in the upper left-hand portion of the option screen to automatically select all widgets. Click All again to deselect all widgets, and then select each individually.
Activities Summary
Link to e-mails to be read and tasks to be completed.
Advisor E-newsletters
Published on nearly a daily basis, Morningstar Advisor E-newsletters cover topics important to advisors, from retirement and college planning to investments and practice management.
Alerts
View the security alerts you have set and see which ones have been triggered.
Analyst Reports
Read Morningstar's latest market commentary and recent fund and stock analyses.
Analyst Research Center
Analyst Research Center is a constant source for investment ideas from more than 100 Morningstar analysts. It complements the quantitative data in the Research Module with independent, qualitative research for stocks, mutual funds, exchange-traded funds, credit ratings, and muni products.
Announcements
View the most recent announcements from the Morningstar Office team.
Appointments
View upcoming appointments and link to their full descriptions.
Database Updates
View the most recent updates regarding Morningstar's global databases.
Equity Profile Reports
Access profile reports updated with daily data for companies listed on NASDAQ in the U.S.
Focus on Target Date Funds
View analysis and commentary on Target Date Funds through the eyes of Morningstar's analysts.
Fund Analyst Category Reviews
Morningstar analysts scrutinize more than 2,000 mutual funds to come up with a handful of favorites for each category.
Fund Research
Timely news and research from Morningstar's fund analysts.
Import Summary
View transactional import history.
Inbox
View unread e-mails.
Market Barometer
View intr-day returns of the Morningstar style indexes and other major indexes.
Market Cap Breakpoints
View the market cap breakpoints for stocks of all the Morningstar regions.
Market Commentary
Morningstar observations and analysis of current and historical market trends.
Markets
Chart trailing returns for the Morningstar US Market Index and other regional indexes.
Morningstar Market Updates
Find fresh, independent perspectives on top investing stories and comprehensive information on stocks, mutual funds, and ETFs in the U.S. market.
Practice Summary
View key practice statistics like assets under management and number of clients.
Quick Start
Quick links to create a new prospect, client, alert, list, search, or activity.
Recent Clients and Prospects
View clients that you've recently accessed and the last-modified date.
Recent Files
Get quick access to the files you have most recently created or modified.
Tasks
View upcoming owned tasks and link to their full descriptions.
Top Securities in Practice
View the top five securities in your practice with client assets and YTD return.