Morningstar Adviser Workstation

Templates for Microsoft Excel

Morningstar Plug-In for Excel was designed to easily access time series data in Excel, linked seamlessly to investment lists and searches you've already created in Morningstar Adviser Workstation. Map the data to meet your spreadsheet specifications or calculation needs with flexible column/row orientation.

Transaction Prices and Distribution

Total, Growth and Income Returns

Stock Price

Stock Dividend

Stock Calendar Return