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Morningstar Notebooks

Drive efficiency and insights by exploring prebuilt analytics and data sets from Morningstar’s research, data, and product teams. Analytics Lab is included with your existing Morningstar Direct license.

Illustrated image of a portfolio manager performance history notebook

Simplify workflows that were previously time consuming or unfeasible. Analytics Lab’s notebook library gives you access to our insights and analysis, so you can dig deeper into our research. This new technological power allows us to deliver more analytics to you, faster than ever before.

Morningstar Notebooks in Analytics Lab allows you to:

Experiment and grow

Easily test new research ideas to see risks and seize opportunities faster than ever.

Learn more about the possibilities

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Evolve with the market

Respond quickly to market trends and shifting investor preferences to stay one step ahead.

See our thematic funds insights in action

Build on our insights

Look behind the curtain of Morningstar research to see the data behind our conclusions.

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Do you want to create custom analytics?

Here’s how to code your own

Illustration of coding in analytics lab