Investor in Action | Morningstar

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How to find the best ETFs

Three simple steps to finding ETFs to diversify your portfolio.
How to find the best dividend stocks to buy

Five simple steps to finding quality, income generating stocks.
How to find the best stocks to invest in now

Four simple steps to finding undervalued stocks to consider right now.
Morningstar Investor Product Reviews

Read what actual users are saying about Morningstar Investor.
Morningstar Investor: Top 10 Most Frequently Asked Questions

If you’re exploring Morningstar Investor (formerly Morningstar Premium), you may have a few questions about what it offers and if it’s right for you. Here are common questions with clear, easy-to-scan answers.
How to Analyze a Fund

Breakdown of the most important factors to consider before you make your next investing decision
How to Analyze a Stock

Breakdown of the most important factors to consider before you make your next buy/sell decision
Morningstar Investor Educational Discounts: Where Financial Learning Meets Real-World Investing

Check out our student and teacher discounts for Morningstar Investor, as well as some educational resources to help you get started with investing.
Research Like a Market Strategist with Morningstar Investor

Watch Morningstar’s US Market Strategist, Dave Sekera, walk through how he uses Morningstar Investor to prep for his weekly podcast and market forecasts.

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

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