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Investing Center

Our stock research center can help members of your library community research and grasp investment opportunities.

Independent investment research your patrons can trust

Our resources can help individuals reach their financial goals, whether they’re seasoned investors or just starting out. We offer one of the industry’s broadest securities databases, along with portfolio tracking and reporting capabilities and up-to-date financial news and insights.

A range of ways for your patrons to learn

Provide your community with options for building their investment knowledge. With our ratings and analyst reports, online classes, and live webinars, patrons can explore the right topics, at the right level, in the right format for them.

Support to help you enhance your patrons’ experience

We make sure you have what you need to serve your community, from promotional materials to continuing provider training. Plus, get to know what’s working and how you can boost engagement with monthly usage reports.

Fuel Investment Knowledge

In-Depth Securities Coverage

Use one of the industry’s broadest databases to access independent data and analysis on stocks, mutual funds, and exchange-traded products.

Online Courses

Choose from more than 100 virtual educational courses on topics like understanding companies, funds, bonds, and building a portfolio.

Focus Your Search

Use our screening tools to filter investment options based on specific criteria.

Newsletter Module

Explore our full collection of investment newsletters and dive deep into specific investment strategies.

Ongoing Support

Leverage the support of our knowledgeable library services staff throughout database setup and instruction.

Continuing Training

Tutorials, live webinars, and monthly newsletters help providers and patrons maximize the resource center’s value.

Ready to See for Yourself?

Learn how Morningstar’s resources can help you empower your patrons’ investment knowledge.

Transparency is our policy. Learn how it impacts everything we do.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.