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  1. Portfolio Visualizer -- backtesting - StockFetcher.com Stock Screener

    Jul 5, 2019 · StockFetcher Forums · General Discussion · Portfolio Visualizer -- backtesting << >> Post Follow-up StockFetcher Tools Filter Editor My Filters Watch Lists Chart+ Find Similar …

  2. Create a Model Portfolio by Importing - Morningstar Community

    You can import an Excel spreadsheet directly into a model portfolio, instead of manually entering the investments and weights. To import an Excel file, do the following: In the upper-left corner …

  3. Gossett Trading & Mentoring - 2/12/22 - Review of last week's …

    StockFetcher Forums · General Discussion · Gossett Trading & Mentoring - 2/12/22 - Review of last week's stock trades & potential stock trade set ups for the ...

  4. Access our pre-defined screens and views - Morningstar Community

    Jun 10, 2024 · Morningstar Investor Help Center / Access pre-defined screens Access and modify our pre-defined screens and views Find pre-defined “best investment” lists on our Stock, Fund …

  5. Cheese, I'd like to more of thoughts on WIZ - stockfetcher.com

    Jul 21, 2020 · StockFetcher Forums · Filter Exchange · Cheese, I'd like to more of thoughts on WIZ << 1 2 3 4 >> Post Follow-up Filter Editor My Filters Watch Lists Chart+ Find ...

  6. Cheese, I'd like to more of thoughts on WIZ - StockFetcher.com …

    Jul 19, 2020 · StockFetcher Forums · Filter Exchange · Cheese, I'd like to more of thoughts on WIZ << 1 2 3 4 >> Post Follow-up StockFetcher Tools Filter Editor My Filters Watch ...

  7. MY XIV TRADING SYSTEM USING STRATASEARCH FILTERS

    Nov 30, 2017 · All StockFetcher Forums · Filter Exchange · MY XIV TRADING SYSTEM USING STRATASEARCH FILTERS << 1 ... 7 8 9 10 11 ... 40 >> Post Follow-up

  8. Search Results | delete portfolio

    000003177 Portfolio X-Ray and Comparison Portfolio X-Ray is a Morningstar tool that enables advisers to TRX: Inactive Clients cannot be deleted because the delete button is not active …

  9. What is a Portfolio "Look Through" - Morningstar Community

    Morningstar will first attempt to "look through" any funds that are held by the portfolio to find underlying, indirectly held holdings. The "look though" function goes up to 10 portfolios '"deep," …

  10. What do you mean by the Morningstar Portfolio Risk Score? How …

    The Morningstar Portfolio Risk Score is a system used to measure the risk of investment portfolios. This system helps investors, financial professionals, and regulators assess whether …