Editing data and columns in Screener

Whether your screen is made up of your personal favorite data points or are imported from Morningstar’s pre-defined screens, you can control the data you see and the order in which columns are presented. To do so, select Data & Columns.

You’ll then be presented with a menu that lets you select and deselect data points, as well as arrange columns into the order of your choice.

The left panel displays data point groups.
The middle panel shows the data points within each group.
The right panel displays which data points will be shown in your view, and the order in which they’ll appear. You can drag and drop to arrange the columns according to your preference.

If you'd like to save your preferences, create a custom view.

Intro to Screener

Watch a video tutorial for Morningstar Investor's Screener tool.
Create a screen

Learn how to create screens in Screener and choose between pre-defined screens or custom views.
How to Use AI Quick Filters

Learn how to use AI Quick Filters to search for securities that meet your desired criteria.

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