New Premium Portfolio Manager

Tracking your investments is now easier than ever with automatic holding updates from your online broker and quick tax and performance reporting.

Premium Portfolio Manager powered by one of Australia's leading portfolio tracker, Sharesight, includes all the features of Sharesight's popular Investor Plan valued at $372 annually.

Fully integrated with our leading research and data, managing your investments using the new Premium Portfolio Manager provides additional powerful benefits:

  • Gain a complete picture of your investments. Group all of your portfolios in one place and track investments across 30+ exchanges as well as unlisted investments such as property.
  • Get detailed insights into your portfolio. See how our analysts rate your holdings, get asset allocation guidance and compare your performance against Morningstar's proprietary indexes.

Try out the Premium Portfolio Manager with a free 4-week trial. No credit card required.^

How can Morningstar Premium help you?

Since 1984, our independent investment insights have helped investors reach their financial goals with confidence.
Here's how Robert leveraged Premium to achieve financial independence:

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Start a 4-week free trial to experience the benefits for yourself.



Call: 1800 034 455 (Australia)

From Overseas: +61 2 9276 4455

Weekdays: 9am - 5:30pm, Sydney Local Time

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