Morningstar Products and Investment Solutions

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

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

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.

Coverage of registered and unregistered managed investments from around the world, global company and share class data, and exclusive analytics.

Morningstar's Direct Advisory Suite is a connected suite of tools spanning proposal creation, investment research, and investment planning for financial advisors.

Everything you need to build a durable portfolio. Get ideas from independent analysts, trusted ratings and research, and powerful portfolio tools to track holdings.

A global investment analysis application that combines Morningstar data and research with analytics, data science, and productivity tools.