Looking to integrate your Morningstar Office and Riskalyze accounts? Here's how.
If you use Morningstar Office, here are several quick steps to export a CSV file that you can then import to your Riskalyze account.
- Under Client Management, double-click the desired client.
- In the list of Accounts that appears, double-click the portfolio you wish to export.
- Make sure the view is set to "Summary", then click "Export" and choose "Export to CSV."
- Save the CSV file to your computer, then follow these steps:How to Import a Portfolio From Your Custodian.