To bring a Microsoft Excel spreadsheet of investments into Morningstar Office Cloud, do the following:
From the menu, click Import. The Import page opens.
In the gray area at the top of the page, drag and drop an Excel spreadsheet into the space, or click on the Upload Investment List button to navigate to where your Excel spreadsheet is stored. The Import panel appears.
Drag and drop or navigate to your hard drive here. Once your list of investments is populated, the Import panel will open from the left side of the screen. The investments within the list will populate within the grid view.