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Direct Compass

Deliver the value your clients expect

Your clients rely on your expertise to navigate the markets - let the new Direct Compass be your guide.

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Empower investor success with quality, independent research.​

For advisors that require investment research, the new Direct Compass makes helping your clients achieve their financial goals easier than ever. Built with innovation, transparency, and independence, Morningstar’s research delivers unparalleled breadth and depth of coverage to enable you to identify and select the investments that meet your clients’ criteria, monitor investment performance, and inform how you communicate with clients.

Meet Mo

Mo is a digital research assistant that puts Morningstar’s research just a question away. Drawing from our extensive investment data and research library (including every article published for, Mo is designed to surface and summarize our independent insights in a conversational format for investors and investment professionals alike. It can do what no human can: read and recall the hundreds of thousands of research reports Morningstar produces, in seconds. Mo does not provide investment advice.

The beta-test version of Mo can be used today in Direct Compass. There is no additional charge to use Mo.

Learn More

Morningstar Research Portal Screener

Discover more. Faster.

With a revamped investment screener, you’ll more quickly and comprehensively search for securities that best match your clients’ investment philosophies.

Leverage the knowledge of Morningstar Analysts

Get access to our individual security content, downloadable sustainability reports, and analyst coverage in equity, manager, and credit research.

Morningstar Research Portal Pick Lists
Morningstar Research Portal Markets Dashboard

Get insights personalized to you and your clients

Design a homepage that works for you—choose from a variety of modules to stay closer to the market, track key investments, follow your favorite analysts, and much more.

Collect ideas as you go

Build and store watchlists - quickly pull them from screener results, analyst reports, and on quote pages - and compare what you've gathered along the way

Morningstar Research Portal Watchlists

Built with your workflows in mind

meaningful client conversations

Drive more meaningful client conversations

Get detailed analysis and reporting when you search for equities, funds and ETFs. Leverage reliable Morningstar research reports as you communicate investment decisions.

compare with ease

Compare potential investments with ease

As you search for potential investments, compare price and return data across multiple securities in customizable charts.

Ready to See for Yourself?

See how Direct Compass can help you help investors build a better financial future.

Get Started with Direct Compass