Morningstar 4.7.4 Desktop Installation Manuals

Manuals and User Guides for Morningstar 4.7.4 Desktop Installation. We have 1 Morningstar 4.7.4 Desktop Installation manual available for free PDF download: User Manual

Morningstar 4.7.4 User Manual

Morningstar 4.7.4 User Manual (97 pages)

Brand: Morningstar | Category: Desktop | Size: 13 MB

Table of Contents

User Manual
1
Table of Contents
2
General Information
6
- Accessing Morningstar Workstation
  7
Launchpad
7
- Smartfind
  8
- System Update
  11
  - Updating Manually
    12
  - Updating Automatically
    12
  - Pausing an Automatic Update
    12
  - Auto-Update Settings
    12
  - Download Settings
    13
  - Run Report Macros
    13
  - System Copy
    13
  - Email Confirmation
    14
- System Details
  14
- Contact Morningstar
  15
Reports
16
- To Create a Report
  16
- Tree Selection
  17
  - Selecting a Class of Fund
    17
  - Removing a Selection
    17
- Report Benchmarks
  18
  - Auto Add Indices
    19
- Identify the Sector to Which a Fund Belongs
  19
- To View the Content of Sector(S) in the Tree Selection
  20
- Report Screen
  20
- To Edit Your Tree Selection
  21
- To Select Performance Criteria
  22
- Date Selection
  22
  - Dates Tab
    22
  - Regular Periods Tab
    23
- Charges, Income and Currency Settings
  24
- Scheme Type Selection
  25
  - Scheme Types
    25
Report Facilities
26
- Supplementary Data
  26
  - List Lookup
    26
- Sub Column Data
  27
- Sorting Report Data
  29
- Filtering Report Data
  30
  - To Filter Funds
    30
  - To Regain Funds
    30
  - Filters Criteria on Print out
    30
- Report Indices
  31
- Sector Statistics
  31
- Collapsing Sectors into a Global Display
  32
  - Display Grouping
    32
  - Rank Grouping
    33
- Report Headers and Footers
  35
- Hiding Columns in a Report
  35
- Formatting Your Report Sheet
  37
  - Colour Schemes
    37
  - Style
    38
- Right-Click on Rows Pop-Up Menu
  39
  - Highlighting Funds
    40
  - Fund Facts
    41
  - Sector Chart
    42
  - Index/Movement/Portfolio Size Line Charts
    43
  - Creating/Adding to a Composite from the Reports Module
    44
  - Return Sheet (Excel)
    44
  - Assign Benchmark to this Fund
    45
- Right-Click on Columns Pop-Up Menu
  46
  - Scatter Charts
    47
  - Fund Comparison Module
    48
  - Market Share
    49
  - MPT Statistics Sheet (Excel)
    52
- Copy Options
  53
- Export to Excel
  54
- Web Links to Excel
  55
- Mouse over Function
  55
- Find in Column
  56
- Report Templates
  57
  - Morningstar Workstation Standard Reports Templates
    57
  - User-Defined Report Templates
    57
- Saving a Report
  58
  - Opening a Saved Report
    58
- Printing a Report
  59
- Load at Start-Up
  60
Macros
61
- To Create a Macro
  61
- Runtime Date Substitutions
  63
  - Monthly Reports Macros
    63
  - Daily or Weekly Macros
    63
- To Edit a Macro
  64
- To Delete a Report from a Macro
  65
- To Delete a Macro
  65
Private Lists
66
- Exporting a Fund Selection to a Private List
  67
Chart Deck
68
- To Create a Chart
  68
  - Fund Selection
    68
  - Fund Selection from a Private List
    69
  - Adding a Benchmark
    69
  - Reordering the Fund Selection
    69
  - Calculation Settings
    69
  - Style
    70
  - Dividends
    71
  - Date Settings
    71
  - Line Chart Settings
    71
  - Scatter Chart Settings
    72
  - Format Settings
    73
  - Text Settings
    74
  - Zoom Functionality
    75
  - Additional Formatting Options
    75
- Saving a Chart
  75
  - Export Options
    75
  - Autoupdate
    76
- Embedding a Chartdeck Image into Other Documents
  76
- Chart Batching
  78
  - Create a Batch
    78
  - Modify a Batch
    79
Private Funds
80
- Inserting New Funds
  80
- Manually Entering Data
  80
  - Static Data Fields
    80
  - Drop-Down Menu Fields
    81
  - Historical Data Fields
    82
- Committing Private Fund Data to the Database
  83
- Deleting Funds and Data
  83
  - Deleting Data
    83
  - Deleting a Fund
    83
- Editing Data
  84
  - Static Data
    84
  - Historical Data
    84
- Backing up Data
  84
- Restoring Data
  84
- Importing Data into Private Funds - File Format
  84
- Sorting
  87
- Filtering
  87
- Comments Field
  87
  - Entering a Comment
    87
  - Viewing a Comment
    87
  - Removing a Comment
    88
- Exporting to Excel
  88
- Final Note
  88
Composite Module
89
- Creating a Composite
  89
  - Composite Settings
    89
  - Funds Settings
    90
- Return Sheet
  91
- Correlation Matrix
  92
- Index Line Charts
  93
- Scatter Chart
  94
- Exporting to Excel
  96
Document Library
97

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