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Morningstar Research Portal

Deliver the value your clients expect

Your clients rely on your expertise to navigate the markets - let the new Morningstar Research Portal be your guide.

Morningstar Research Portal Image

Empower investor success with quality, independent research.​

For advisors that require investment research, the new Morningstar Research Portal makes helping your clients achieve their financial goals easier than ever. Built with innovation, transparency, and independence, Morningstar’s research delivers unparalleled breadth and depth of coverage to enable you to identify and select the investments that meet your clients’ criteria, monitor investment performance, and inform how you communicate with clients.

Morningstar Research Portal Screener

Discover more. Faster.

With a revamped investment screener, you’ll more quickly and comprehensively search for securities that best match your clients’ investment philosophies.

Leverage the expertise of Morningstar Analysts

Get access to our model portfolios and pick lists, download security and sustainability reports, and get more of our analysts' research

Morningstar Research Portal Pick Lists
Morningstar Research Portal Markets Dashboard

Stay closer to the market

A markets dashboard will help you monitor changes in the global market; utilize our calendars to track upcoming market events like IPOs, earnings calls, and stock splits.

Collect ideas as you go

Build and store watchlists - quickly pull them from screener results, analyst reports, and on quote pages - and compare what you've gathered along the way

Morningstar Research Portal Watchlists

Built with your workflows in mind

meaningful client conversations

Drive more meaningful client conversations

Get detailed analysis and reporting when you search for equities, funds and ETFs. Leverage trusted Morningstar research reports as you communicate investment decisions.

compare with ease

Compare potential investments with ease

As you search for potential investments, compare price and return data across multiple securities in customizable charts.

Ready to See for Yourself?

See how Morningstar's Research Portal can help you help investors build a better financial future.

Get Started with Morningstar Research Portal