Morningstar Direct
Research investments and monitor markets with Direct Compass
Clients rely on your expertise to navigate the markets, and our investment research tool can be your guide.
Harness independent thought leadership with extensive equity and manager research, and keep tabs on the market with convenient components like watchlists and screeners.
Broad, deep investment coverage
Make data-backed investment decisions.
You can identify and select the investments that meet your criteria, monitor investment performance, and stay informed on market events.
Get access to Morningstar’s independent data, rating, research, and analysis on over 50,000 global companies, 150,000 mutual fund and ETF share classes, and much more.
Market monitoring
Stay up to speed on the global markets.
Don’t miss a beat on daily market movements with customisable tools and real-time data on U.S. stocks and ETFs.
Track market news and get live quotes on stocks, funds, ETFs, commodities, and much more.
Exclusive ratings on investment securities
Explore actionable insights, only from Morningstar.
From Medalist Ratings to Moat Ratings and the Morningstar Style Box, our ratings and visualisations help you understand an investment at a glance.
Digital research assistant
Interact with Mo, our AI chatbot powered by the Morningstar Intelligence Engine.
Drawing from our extensive investment data and research library—including every Morningstar.com article—Mo is designed to surface and summarise our independent insights in a conversational format.
It can do what no human can: read and recall hundreds of thousands of research reports in seconds.
With Mo, you can jumpstart your day and dig into your most meaningful work faster.
Investment screeners
Discover more, faster.
Our investment screener makes it easy to find what you’re looking for and compare securities side by side.
Fund and stock watchlists
Collect and store ideas.
Create and update watchlists from screener results, analyst reports, and quote pages. You can track and organise ideas for client goals.
Custom homepage
Get insights personalised for you and your clients.
Design a homepage that works for you. Choose from components that help you stay closer to the market, track key investments, and follow your favourite analysts.
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