Welcome to Morningstar Direct

Your new analysis platform for creating, selecting, and marketing investments is ready. Let's get started.

Download Morningstar Direct to your desktop.

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Version 3.19  |  366 KB

Meet Your New Platform

Hit the ground running with your new investment platform, built specifically for your workflow. You can start positioning and marketing products, constructing portfolios, and analyzing investments today.

Set User Preferences

Learn how to configure the platform to your specifications and workflows.

Create Investment Lists

Assemble your investment lists and optimize them based on your workflow.

Establish Search Criteria

Set your criteria, so you can screen for specific investments.

Looking for more hands-on training? Find a workshop or forum in your city.

Don’t have access? Using is believing.

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