Powerful Investment Research Tools | Morningstar Investor
Build a portfolio that will serve you for the long term with trusted research, data, and tools from Morningstar’s investment experts.
Start Free TrialFind your next best investment
Quickly find and compare US-based securities using our trusted valuation and performance metrics that span the universe of global company and share-class data. Use one of our pre-filtered investment lists or create your own screen using more than 200 unique data points.
Cut out the guesswork with powerful ratings
Morningstar’s proprietary ratings are trusted for a reason: They’re based on a proven methodology that emphasizes long-term value over flash-in-the-pan fads. Use them as a yardstick for measuring a security’s strength, from fair value and competitive advantage for stocks to a fund’s ability to outperform its peers over time.
Take action with fiercely independent analysis
Morningstar’s independent analysts filter out distractions from Wall Street’s hype machine to give you objective—and continuous—investment coverage, so you’re always on top of the securities that matter most. Get unlimited access to all our takes on thousands of securities with reports, commentary, news, and more that help you make decisions with confidence.
Know your portfolio, inside and out
Morningstar Investor’s portfolio management tools help you understand how your investments work, whether they’re worthwhile, and how they affect your investment strategy. You’ll get 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.
Morningstar has spent more than three decades helping everyday investors like you make better decisions by democratizing investment information. Our analysts are truly independent from other Morningstar businesses and examine the fundamentals of every investment they cover to get an idea of its long-term potential and the role it can play in a portfolio. This helps us find undervalued securities investors can hold and benefit from for years.