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Welcome to Morningstar Direct


YOUR NEW ANALYSIS PLATFORM FOR CREATING, SELECTING, AND MARKETING INVESTMENTS IS
READY. LET’S GET STARTED.


DOWNLOAD MORNINGSTAR DIRECT TO YOUR DESKTOP.

Download Direct Now


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MORNINGSTAR DIRECT.
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VERSION 3.20 | 366 KB

Meet Your New Platform

Hit the ground running with your new investment platform, built specifically for
your workflow. You can start positioning and marketing products, constructing
portfolios, and analyzing investments today.

Download our new user guide.

Set User Preferences

Learn how to configure the platform to your specifications and workflows.

Learn More

Create Investment Lists

Assemble your investment lists and optimize them based on your workflow.

Learn More

Establish Search Criteria

Set your criteria, so you can screen for specific
investments.

Learn More

Don’t have access? Using is believing.

Try Direct for Free


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

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.

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Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are
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