Unlike many platforms that rely on third-party data, Morningstar Investor is backed by an army of independent analysts. These experts sift through the noise to deliver impartial, data-driven insights.
We don’t just provide isolated stats. Morningstar Investor’s tools give subscribers a consolidated view of their investments, enabling them to gauge their portfolios’ true pulse and performance potential.
Investor brings rich––and personalized––context to your investment decisions by surfacing analysis, commentary, and news that’s specific to your holdings and preferences. The more you add, the more insights we’ll generate.
Morningstar Investor’s portfolio management, X-ray, and stock intersection tools give you a clear line of sight into portfolio performance, how you’re allocated and where, how fees come into play, and any stock overlaps that may put you at risk.