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Morningstar Investor: What’s New

Introducing Custom Views

Dive deeper into investment analysis with the latest feature for Morningstar Investor.

You now have more control over how you evaluate investments across Investor. With custom views, you can keep track of the performance and valuation metrics relevant to both your portfolio and investment goals.

Workflow for creating custom views

Powerful analysis your way

Create and save as many views as you like for your portfolios, watchlists, and screeners. Our nimble search and filtering tools help you find data quickly based on security type. Choose from around 80 data points––with more on the way this year––that span the investing universe, including Morningstar ratings on funds, stocks, and sustainability. Refine the order your data will appear in each table, and add extra depth to your analysis by grouping investments by different topics.

Choose data points for columns

You can also use Morningstar’s pre-built views as powerful lenses for evaluation, or build your own views based on ours.

To get started with custom views, visit our Help Center to watch a tutorial, or try them out now in Investor.