Welcome to Morningstar Direct
Download Morningstar Direct to your desktop.
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Here are our step-by-step download instructions.
Version 3.20 | 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.
Don’t have access? Using is believing.