Is rebalancing your investment portfolio for 2026 a must-do for all investors? “Rebalancing isn’t equally important in every market environment,” says Morningstar portfolio strategist Amy Arnott.

It's all here: performance tracking, our trusted ratings and data, and clear views of your allocation and risk. Morningstar Investor's portfolio tools help you make investing decisions with confidence ...

The platform also integrates well with other financial planning tools like eMoney Advisor, Redtail, RightCapital, and Wealthbox. 15 In addition, the platform supports customizable templates, allowing ...