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Morningstar Direct

Morningstar Direct is a comprehensive application that helps asset and wealth managers build their assets and manage their portfolios by supporting market research, product creation, positioning, marketing and distribution strategies.

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Direct is everything that makes Morningstar special: data and research, ratings, analytics, design and a mission of empowering investor success.

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Seamless access

Get seamless access to Morningstar data and centralise the tasks most critical to portfolio managers, product developers, marketers, analysts and researchers.

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Analytics

Combine your proprietary data with ours, then use our methodologies to create customised results and tell your story on your terms.

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Choice

Choose the foundational and contextual data you need, whether it’s one dataset or 100.

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Efficient delivery

Discover a universe of data with support from your personal AI research assistant, then receive it in the format you need, be it a data feed, a report or raw code. 

Direct use cases

Research and analysis

Quality data doesn’t just ground effective analysis; it builds trust. Show your clients how your recommendations align with their goals with our global dataset that’s one of the broadest in the industry.

Product creation

Construct and analyse investment strategies before they hit the market, then iterate on them to continue to drive high performance.

Portfolio management

Curate a library of model portfolios, custom benchmarks and accounts with our creation, analysis and management tools, then connect that library to modules across Direct for deeper insights.

Investment reporting

Streamline the creation and distribution of collateral to client-facing groups and keep the whole team connected with custom templates approved by your compliance team.

Direct features

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Direct portfolio management

Create, edit, and analyse portfolios quickly and efficiently using a clear, intuitive interface.

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Data feeds

Empower investor success with comprehensive and timely data delivered how you want, when you want it, in a format you can use.

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Presentation Studio

Use Morningstar data and analytics to distil complex investment information into clear, custom-branded reports, product comparisons and presentations.

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Report Portal

Run customised, strategy-aligned investment report templates anytime, anywhere.

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Interactive research

Powered by Analytics Lab, our interactive research contains live code and doesn’t require Python skills to use.

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Analytics lab

Investigate Morningstar data more deeply than ever to discover new opportunities for investing success.

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morningstar_data Python Package

Get seamless access to Morningstar data and the flexibility to use it in your favourite coding environments with the morningstar_data Python package.

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Direct AI solutions

Direct AI Solutions help you personalise insights, enhance your decisions, keep pace with the industry and explore new horizons for investing success.

Inside access to Morningstar research and insights

Curated quarterly insights on market developments and portfolio implications, drawn from Morningstar’s global research platform.
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Morningstar, its affiliates and content providers accept no responsibility for any investment decisions, losses or damages arising from the use of this page. The content is provided for information purposes only and does not constitute investment advice or an offer to buy or sell any security. It has been prepared without regard to your financial objectives, situation or needs. You should consider its appropriateness and, where relevant, the applicable Product Disclosure Statement before making any investment decision.

Morningstar Australasia Pty Limited (ABN 95 090 665 544, AFSL 240892) and Morningstar Research Ltd are subsidiaries of Morningstar, Inc. Morningstar Investment Management Australia Limited (ABN 54 071 808 501, AFSL 22896) is the Responsible Entity and issuer of the Morningstar Investment Funds. Morningstar Australasia Pty Limited and Morningstar Research Ltd do not publish qualitative research on Morningstar Investment Management Australia Limited’s products and do not endorse, issue, sell or promote those products. No guarantee is provided in relation to capital repayment, income or performance. Past performance is not a reliable indicator of future performance.