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Importing Investment Lists

Importing Investment Lists

To bring a Microsoft Excel spreadsheet of investments into Morningstar Office Cloud, do the following:

  1. From the menu, click Import. The Import page opens.

    Import1.jpg

  2. 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.

    Import2.jpgDrag 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.

    Import3.jpg

To learn more about how to use the import feature, please read Importing an Investment List.

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Revision #:
2 of 2
Last update:
‎12-20-2018 08:14 AM
Updated by:
 
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