Overview:
The Home tab serves as the primary landing page once a client logs in to the Morningstar Investor Australia website. This tab provides a quick and comprehensive overview of essential investment information, enabling clients to efficiently monitor their portfolio and market trends. On the Home tab, you can quickly view:
Portfolio Value & Returns: A snapshot of your personal investment portfolio's current value and performance.
Portfolio Updates: Highlights investments within your portfolio that have updated research reports and ratings.
Top Stories: Key financial news and articles curated by Morningstar.
Reports: You can also find Latest Your Money Weekly, Kiwi Saver report
High-Level Market Overview: Insights into market performance through gainer and loser tables, alongside key indices.
Subscribing to Morningstar Podcasts and Webinars
To stay informed with Morningstar's audio and video content, you can easily find and subscribe to their podcasts and webinars directly from the Home tab.
To access and subscribe, Follow the below steps:
Go to Premium.morningstar.com.au and sign-in.
Under Home tab you can register for the Webinar and Podcast located on the Right of the webpage.
Checking Prices of Indices, Commodities, and Currencies
For a comprehensive market overview, the Home tab also displays the current prices of various global indices, commodities, and currencies.
To view these prices:
Go to Premium.morningstar.com.au and sign-in.
Under Home tab scroll down to the Middle of the webpage and you will find Prices of different Indices, Commodities & Currencies.
Your Holdings section
The Your Holdings section on the Home page gives you a quick snapshot of how your investments are performing during the trading day.
What you’ll see in this section
Stocks from the AU/NZ regions that are covered in the Morningstar database
Only stocks that you own in at least one of your portfolios on Sharesight
Each stock shows:
Last traded price
Intraday price change, displayed as a profit or loss
This allows you to quickly understand which of your holdings are gaining or losing value during the current trading session.
How stocks appear here
Stocks shown in the Your Holdings section are:
Linked to your Sharesight portfolios
Actively traded and recording an intraday price movement
Covered by Morningstar’s data coverage for Australia and New Zealand markets
If a stock does not appear here, it may be because:
It is not part of your Sharesight-linked portfolios
It does not have intraday price movement
It is outside AU/NZ market coverage
Why this section is useful
The Your Holdings section helps you:
Monitor intraday performance at a glance
Quickly identify top gainers and losers in your portfolio
Stay informed without needing to open individual portfolios or reports
This view is designed to provide a simple, real‑time overview of your investments directly from the Home page.
