Fiercely independent analysis
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 investors.
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 your assets.
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.