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Definition Master Overview

In Morningstar Office, you can define securities, security types, asset classes, countries, currencies, exchanges, sectors, industries, brokerages, bond insurers, and foreign currency exchanges. You can define these entities directly into a grid. (For securities and security types, or you may also use a wizard.)

  To access, click Tools, and then Edit Definition Master.

See Also

Altering the Composition of a User-defined Security

Applying a Custom Asset Class to a Morningstar Security

Applying a Custom Asset Class to a User-defined Security

Client/Account Mapping

Import Security Exclusion

Security Reclassification

To Create an Option

To Define:

A Security

A Security Type

A Custom Asset Class

A Country

A Currency

An Exchange

A Sector

An Industry

A Brokerage

A Bond Insurer

A Foreign Currency Exchange

To Edit a User-defined Security, etc.