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Morningstar Direct

Morningstar Direct is a comprehensive application that helps asset and wealth managers build their assets and manage their portfolios by supporting market research, product creation, positioning, marketing, and distribution strategies.

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Direct is everything that makes Morningstar special: data and research, ratings, analytics, design, and a mission of empowering investor success.

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Seamless Access

Get seamless access to Morningstar data and centralize the tasks most critical to portfolio managers, product developers, marketers, analysts, and researchers.

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Analytics

Combine your proprietary data with ours, then use our methodologies to create customized results and tell your story on your terms.

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Choice

Choose the foundational and contextual data you need, whether it’s one dataset or 100.

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Efficient Delivery

Receive data in the format you need, be it a data feed, a report, or raw code.

Direct Use Cases

Research and Analysis

Quality data doesn’t just ground effective analysis; it builds trust. Show your clients how your recommendations align with their goals with our global dataset that’s one of the broadest in the industry.

Product Creation

Construct and analyze investment strategies before they hit the market, then iterate on them to continue to drive high performance.

Portfolio Management

Curate a library of model portfolios, custom benchmarks, and accounts with our creation, analysis, and management tools, then connect that library to modules across Direct for deeper insights.

Investment Reporting

Streamline the creation and distribution of collateral to client-facing groups and keep the whole team connected with custom templates approved by your compliance team.

Direct Features

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Direct Lens

Create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface.

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Data Feeds

Empower investor success with independent, comprehensive, and timely data delivered how you want, when you want it, in a format you can use.

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Presentation Studio

Use Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product comparisons, and presentations.

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Report Portal

Run customized, strategy-aligned investment report templates anytime, anywhere.

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Interactive Research

Powered by Analytics Lab, our interactive research contains live code and doesn’t require Python skills to use.

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Analytics Lab

Investigate Morningstar data more deeply than ever to discover new opportunities for investing success.

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morningstar_data Python Package

Get seamless access to Morningstar data and the flexibility to use it in your favorite coding environments with the morningstar_data Python package.

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Resources

Download Direct

If you already have your login credentials but haven’t installed Direct yet, what are you waiting for? Get the latest version from our download page.

Start a free trial of Direct

The best way to understand how Direct can help your business is by exploring it firsthand. Start a free trial today to discover the possibilities.

Explore the Direct Learning Portal

Our learning portal is filled with resources and virtual workshops designed to help users unlock the full potential of Direct. Whether you’re a newcomer or a power user, the portal’s got something for you.

Go to the Direct UK site

See how Morningstar Direct elevates the investment process across the globe.

Go to the Direct France (Français) site

Découvrez comment Morningstar Direct améliore le processus d'investissement dans le monde entier.

Go to the Direct Germany (Deutsch) site

Überzeugen Sie sich, wie Morningstar Direct den Anlageprozess weltweit verbessert.

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