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Morningstar Knowledge Base

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	View Historical Portfolio Holdings in Web-Based Direct by RyanM Community Manager in Morningstar Knowledge Base Friday 0 0	0	0
	Create a Custom Scenario in Web-Based Direct by RyanM Community Manager in Morningstar Knowledge Base Friday 0 0	0	0
	Assign a single account fee to multiple accounts in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 2 weeks ago 1 0	1	0
	Create a percent of account value fee in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 2 weeks ago 0 0	0	0
	Create a Model Portfolio by Importing by RyanM Community Manager in Morningstar Knowledge Base 3 weeks ago 0 0	0	0
	Import Custom Data and Returns for Model Portfolios and Client Accounts by RyanM Community Manager in Morningstar Knowledge Base 3 weeks ago 0 0	0	0
	How are Client Account Fees Calculated? by RyanM Community Manager in Morningstar Knowledge Base 05-30-2019 0 0	0	0
	Apply an Investment Policy to a Client Account by RyanM Community Manager in Morningstar Knowledge Base 05-23-2019 0 0	0	0
	Displaying Benchmarks in Client Accounts by RyanM Community Manager in Morningstar Knowledge Base 05-23-2019 0 0	0	0
	Creating an adjustment on the Billing page by RyanM Community Manager in Morningstar Knowledge Base 03-22-2019 0 0	0	0
	Changing the asset class for a security on the Securities page by RyanM Community Manager in Morningstar Knowledge Base 03-22-2019 0 0	0	0
	Excluding Securities from Billing Across Your Practice or at the Account Level by RyanM Community Manager in Morningstar Knowledge Base 03-14-2019 0 0	0	0
	Viewing Custom Data Points in a Model Portfolios or Client Accounts Workbook by RyanM Community Manager in Morningstar Knowledge Base 03-07-2019 0 0	0	0
	Accessing Fixed-Income Calculated Data in the Allocation Component by RyanM Community Manager in Morningstar Knowledge Base 03-07-2019 0 0	0	0
	Using Calculated Fixed-Income Data Points in the Grid View Component by RyanM Community Manager in Morningstar Knowledge Base 02-28-2019 0 0	0	0
	Archive Reports in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 02-28-2019 0 0	0	0
	Using the Historical Drawdown Component in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 02-21-2019 0 0	0	0
	Displaying the Alternative Style Box in Stand-alone Presentation Studio by RyanM Community Manager in Morningstar Knowledge Base 02-21-2019 0 0	0	0
	Change the Benchmark Used to Calculate Active Share by RyanM Community Manager in Morningstar Knowledge Base 02-14-2019 0 0	0	0
	Adding a Platform Fee to a Client Account or Proposal by RyanM Community Manager in Morningstar Knowledge Base 02-14-2019 0 0	0	0
	Creating Folders for Reports in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 02-14-2019 0 0	0	0
	Delete Reports in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 02-14-2019 0 0	0	0
	Screening for Sustainable Funds by RyanM Community Manager in Morningstar Knowledge Base 02-01-2019 0 0	0	0
	Generating Investment-Level Reports by RyanM Community Manager in Morningstar Knowledge Base 02-01-2019 0 0	0	0
	Importing Investment Lists by RyanM Community Manager in Morningstar Knowledge Base 12-20-2018 0 0	0	0
	Using a Presentation Studio Template in a Batch Report by RyanM Community Manager in Morningstar Knowledge Base 12-20-2018 0 0	0	0
	Risk Model Components in Presentation Studio by RyanM Community Manager in Morningstar Knowledge Base 12-19-2018 0 0	0	0
	Apply an Investment Policy to a Model Portfolio by RyanM Community Manager in Morningstar Knowledge Base 12-19-2018 0 0	0	0
	View ESG Intentionality and Exclusions by RyanM Community Manager in Morningstar Knowledge Base 12-19-2018 0 0	0	0
	View Regional and Country Revenue Data at the Fund Level by RyanM Community Manager in Morningstar Knowledge Base 12-19-2018 1 0	1	0