Morningstar Products and Investment Solutions

The most relevant destination for investors. Find market commentary, investment analysis, and insights on personal finance and retirement from trusted Morningstar voices.

Integrate PitchBook’s global capital market data with your existing systems through an API or data feed.

The leading resource for comprehensive data, research, insights, and analytical tools spanning the global capital markets and designed to help you win.

Leverage a comprehensive set of ESG research solutions to comply with SFDR requirements. Our solutions enable investors to identify and manage ESG risks and potential impacts.

Simplify the complexity of annuities and determine the right fit for your clients. Our annuity comparison tool provides business intelligence that sets you apart.

Gain access to essential analyst equity research assessing 1,500 companies plus forward-looking quantitative ratings we generate on more than 50,000 stocks.

High-quality investor financial account aggregation and advisor book-of-business data to equip advisors with valuable insights for actionable financial advice and reporting.

Connect AI-ready data to tools like Claude, ChatGPT, and more with the Morningstar MCP Server. Automate access to trusted investment research and insights.

Custom reporting and distribution solutions for every stage of your business.

Use the Morningstar Agent to embed natural-language AI with direct access to analyst research and data, delivering portfolio insights without heavy integration.

A collection of portfolio analytics and investment research APIs that can power world-class online experiences that drive meaningful client engagement.

Discover regulatory compliance solutions designed to help financial firms manage risk, meet disclosure requirements, and operate with confidence.