A Systematic Investment Approach

Create, backtest, and track equity portfolio strategies with Morningstar® CPMS™


Rely on proven, quantitative analysis and timely data

Morningstar CPMS is a powerful online platform that quantitatively ranks and filters stocks based on a variety of equity strategies. When you employ CPMS strategies as part of your investment process you’ll have more time to focus on growing your business.

Disciplined stock selection delivers superior returns

CPMS strategies are used by Canada's top institutional money managers. The strategies are time-tested and have outperformed the S&P/TSX composite index since inception.

Actionable reports provide stock picks and insights

Several on-screen reports at the individual stock level include market information, daily price information, latest earnings reports, and financial information.