Upcoming Morningstar Direct Workshops

Below are all our upcoming client webinars for Morningstar Direct. To watch all the topics we have covered in our previous digital workshops, click here.

Portfolio Management Essentials: From Desktop to Web

Date: 22 July 2025 | 12 p.m. - 12:30 p.m. (Sydney time)

This session explores how to build and manage portfolios using both the Desktop and New Direct (Desktop and web-based) versions of Morningstar Direct, with a focus on hands-on construction and editing workflows. You will learn how to:

Import portfolios from Excel or create them manually
Edit existing portfolios in both Desktop and New Direct
Use the Edit Portfolio feature in New Direct to compare draft portfolio with original via Dashboard

Presented by: Junyang Yan, Customer Success Manager