Free Trial

 

Turn your investing vision

into action.

What is Morningstar DirectSM?

 

Our cloud-based investment analysis platform is built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyze investments, and connect with investors.

 
 

The importance of quality data, realized.

 

Global data including historical portfolio holdings, equities, separate accounts, hedge funds, ETFs, indexes, real-time pricing, and more.

 

Access to nearly every investment universe

Integrate all your private data

 

 

 

Back your ideas with thorough analysis.

 

Content curated to meet your needs, including actionable research from one of the largest independent analyst teams in the world.

 

Research to apply directly to your daily decisions 

Detailed analysis on markets, equities, and managers 

 
 

Build your process with powerful tools.

 

Sophisticated ways to work the data so you can find the best managers, spot market trends, and build products. 

 

Allocations, optimizations, and attributions to fulfill portfolio mandates 

Custom peer groups and asset flows for peer and trend analysis 

 
 

Harness the power to create.

 

Dynamic charts, visualizations, and fully custom reports you can produce in minutes.

 

A simple way to produce professional, client-ready reports 

Rich content with drag-and-drop charts, tables, and graphs 

 
 

Create, Select, and Market Investments

 

Build and manage investments.

Product Development ›

Create client portfolios.

Portfolio Construction ›

Connect with investors.

Marketing and Sales ›

 

See How

 

We can create custom projects or reports as needed… our clients love the institutional quality of the Morningstar Direct output.

Sean M. Waters

Managing Director, Co-Founder

Cook Street Consulting, Inc.

Greenwood Village, Colorado

Morningstar Direct is a true one-stop shop that provides us with all the data we need in a single source, eliminating the need for other data providers and bringing us a significant cost savings.

Craig Smith

Portfolio Manager, Fund Solutions

Standard Bank

Johannesburg, South Africa

Read Craig's Full Story

We trust the opinions of Morningstar’s stock and mutual fund analysts to help us understand what our clients already own without having to have a team of 15 of us on staff to do that job.

Keith Goddard

CEO

Capital Advisors, Inc.

Tulsa, Oklahoma

Read Keith's Full Story

 

Using is Believing.

Experience the full power of Morningstar Direct for yourself. Get your free trial and learn more about how we can help improve your workflows.

Free Trial