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Morningstar Document Research 1
©2011 Morningstar, Inc. All rights reserved. Morningstar and the Morningstar logo are trademarks of Morningstar, Inc.
In addition to email delivery of active Alerts, Professional and Premium subscribers have the option of saving Alerts to their personal Portfolio page. The Portfolio feature is a useful tool for reducing email clutter, organizing Alerts, and linking to Keyword hits. Portfolios can also provide a solution for avoiding spam filter and corporate email server issues.
Creating PortfoliosAfter a search is run, the Search Results will display. On the results page, select My Alerts from the Saving drop-down menu. A dialog box will appear above the results with a prompt to name the Alert and select the delivery option: Email and/or Portfolio. Check the box next to Portfolio. The checkbox for Email can be selected or de-selected as needed. To sort Alerts into folders, select an existing folder from the drop-down menu or create a new one.
Click the Add Alert button to save settings.Once the Alert has been created, any future filings responsive to the search criteria will trigger an Alert. If the Email delivery option was selected, an email will still be sent to the address on file. If only the Portfolio option was selected, no notification will be sent and the Alert will be saved only in My Portfolio.
Viewing PortfoliosTo view the Portfolio of documents generated by active Alerts, select My Portfolio from the My Services drop-down menu. The default view displays all Alert notifications received in the last 7 days, and the column on the far right indicates which Alert generated each result.Results that have already been viewed or marked as read are highlighted.Use the checkboxes on the left and the links at top to delete documents or mark them read.
My Portfolio: Viewing Alerts
Creating Alerts
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Morningstar Document Research 2
©2011 Morningstar, Inc. All rights reserved. Morningstar and the Morningstar logo are trademarks of Morningstar, Inc.
Additional FeaturesThe Manage Folders link provides options for adding, renaming, or deleting Folders, and organizing Alerts into specific Folders. To filter search results for a single Alert or Folder, enter the name in the text box or use the Browse Alerts link to make a selection.Multiple Alerts can be added to My Portfolio from an Excel spreadsheet. Click on the Upload link to open a dialog box with instructions, a sample document, and the Browse for File tool.Select xlsSnapshot from the Saving drop-down menu to download the entire list of recent Alerts into an Excel
spreadsheet. In addition, a printable version of the results list can be created by selecting Print View from the Viewing drop-down menu. When the printer-friendly version opens in a new window, use Web browser commands to print, save, or email the list.
HelpFor additional information, please contact Product Support at +1 800 365-4608, x 1, Monday–Friday, 7am–7pm CT, or email [email protected]. For training opportunities, please contact the Librarians at [email protected].
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Additional Features
Viewing Portfolios
My Portfolio: Viewing Alerts
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