Our 150+ independent analysts filter out the noise of Wall Street’s
hype machine to give you candid, actionable analysis that’s
consistently applied across investment types and beholden only to
Powerful ratings without the complexity
Remove the guesswork and make informed decisions faster. Our ratings
cover the entire investing landscape––securities, managers, ESG, and
more––all backed by our transparent, meticulous methodology.
Investments for every strategy
Screen for securities using our comprehensive performance and
valuation metrics alongside our independent analysis and ratings.
Or use one of our pre-filtered investment lists created by our
analysts to find your next best investment.
Know your portfolio, inside and out
Keep your strategy resilient with a deep understanding of your
investments. Morningstar® Portfolio X-Ray® evaluates what you hold
from every angle: asset allocation, sector weightings, fees and
expenses, stock stats, and more. It also identifies any potential
overlap within your portfolio that could impact how you’re diversified.
Tools that keep you connected
All your accounts, one view
Seamless account aggregation lets you connect all your
accounts for a holistic, continuous view of performance, anytime.
Insights tailored to your portfolio
Morningstar Investor brings rich––and personalized––context to your
investment decisions with analysis, commentary, and news that’s
specific to your holdings, watchlists, and preferences.
Watchlists for what’s next
Keep track of investment ideas with watchlists you can add to from
almost anywhere in Investor.
Investors trust us because we put investors first.
We’ve spent more than three decades helping investors like you
validate decisions with research and tools that bring clarity
without complications. Because the best strategy is the one you
can actually act on.
See how Morningstar Investor can help you activate your investment strategy.