Morningstar Investor

Investment insights you can act on

Build a portfolio that will serve you for the long term with trusted research, data, and tools from Morningstar’s investment experts.

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Find your next best investment

Quickly find and compare securities using our trusted valuation and performance metrics that span the universe of global company and share-class data. Use one of our analysts' pre-filtered investment lists to get Morningstar’s take or create your own screen using more than 200 unique data points.

Cut out the guesswork with powerful ratings

Morningstar’s proprietary ratings are trusted for a reason: They’re based on a proven methodology that emphasizes long-term value over flash-in-the-pan fads. Use them as a yardstick for measuring a security’s strength, from fair value and competitive advantage for stocks to a fund’s ability to outperform its peers over time.

Take action with fiercely independent analysis

Morningstar’s independent analysts filter out distractions from Wall Street’s hype machine to give you objective—and continuous—investment coverage, so you’re always on top of the securities that matter most. Get unlimited access to all our takes on thousands of securities with reports, commentary, news, and more that help you make decisions with confidence.

Know your portfolio, inside and out

Morningstar Investor’s portfolio management tools help you understand how your investments work, whether they’re worthwhile, and how they affect your investment strategy. You’ll get a clear line of sight into portfolio performance, how you’re allocated and where, how fees come into play, and any stock overlaps that may put you at risk.

More tools to keep you connected

Watchlists for what’s next

Keep track of securities that interest you with watchlists powered by our comprehensive data.

Insights tailored to your portfolio

Investor brings rich—and personalized—context to your investment decisions by surfacing analysis, commentary, and news that’s specific to your holdings and preferences. The more you add, the more insights we’ll generate.

Keep tabs on progress with performance charting

Manually add holdings to track investment return over time and add indexes to use as benchmarks.

Make smarter investing decisions with Morningstar Investor

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Investors trust us because we put investors first

Morningstar has spent more than three decades helping everyday investors like you make better decisions by democratizing investment information. Our analysts are truly independent from other Morningstar businesses and examine the fundamentals of every investment they cover to get an idea of its long-term potential and the role it can play in a portfolio. This helps us find undervalued securities investors can hold and benefit from for years.