I have a premium Morningstar subscription. It provides a wealth of information and is mostly enough for my information needs.

I'm able to create portfolios and watchlists, and watch their performance since the time I created the portfolio or watchlist.

But it doesn't seem to be possible to view historical performance of a portfolio or watchlist. I can view the historical performance of an individual security or performance of a portfolio/watchlist since I created it, but not the historical performance of a portfolio/watchlist.

Is there any resource that allows you to view the historical performance of a portfolio? That would be great for seeing how it, as a whole, performed during different market conditions, and whether you need to make any changes to the portfolio of securities before you buy it.


After researching, further, I was able to find Portfolio Visualizer, a very cool tool!

I hope this helps anyone else looking for the same thing.

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