Changes to Your Morningstar Basic Membership
Over the coming months, we will be retiring tools currently available with your free access to Morningstar.com. You can continue to rely on Morningstar to navigate life’s key financial moments with help from our trusted personal finance experts and educational resources.
These tools are fully available in the new Morningstar Investor.*
Retiring from Morningstar.com in 2022
Investment Research
- Basic Stock, Fund, and ETF Screeners
- Saved Screens
- Security QuickRank
Portfolio Management & Analysis
- Portfolio Manager
- Instant X-Ray
Potential Investments
- Watchlist Security Compare
Markets
- Market Fair Value Graph
Research and Analysis
- Expanded Financials
Available in Morningstar Investor
Investment Research
Screener
Screen for securities using our comprehensive performance and valuation metrics alongside our independent analysis and ratings. Or use one of our pre-built investment lists created by our analysts to find your next best investment.
Portfolio Management & Analysis
Portfolios and Morningstar® Portfolio X-Ray®
Seamless account aggregation lets you connect all your accounts for a holistic, continuous view of performance without the need for manual entry. And with the reimagined Morningstar® Portfolio X-Ray® built into Portfolios, you can evaluate your holdings at any time from every angle: asset allocation, sector weightings, fees and expenses, stock stats, and more.
Potential Investments
Watchlists
Gather and compare ideas through our analyst research, commentary, and screening tools and keep track of them with watchlists.
Markets
Customizable Dashboard
Monitor the market your way with our new customizable dashboard. Bring what matters most to you front and center: your favorite security quotes, your watchlists, indicators like the Market Barometer and Market Fair Value, and much more.
Research and Analysis
Morningstar Data
Unlock Morningstar’s proprietary ratings and research plus historical data.
This limited-time offer is valid for new Morningstar Investor subscribers only. The special pricing cannot be used with any other offer and cannot extend an existing Morningstar Investor subscription. Please pass this offer along to a friend or family member if you already subscribe. If you do not cancel within the 7-day trial period, your subscription will start immediately after the free trial period ends. The Promotional Offer is only valid for the first year. Unless you notify us that you wish to cancel your Investor subscription before the end of its initial term, it will automatically renew for the same term. Your credit card will be charged the subscription fee in effect at the time for that subscription term length. The subscription rate is subject to change without notice. The subscription is subject to the Terms of Use. This offer expires on 09/30/2022. View our cancellation process. ©2022 Morningstar. All Rights Reserved.