Morningstar direct UID is end-users’ email address. Its primary goal is to provide detailed insights into various asset classes, mutual funds, exchange-traded funds (ETFs), and stocks, aiding investors in making The Article should help customers IT team download individual components of Morningstar Direct Prerequisite installer. It supports market research, product creation, positioning, marketing, and distribution strategies. Coming Soon Secure login portal for Morningstar Advisor Workstation users to access their accounts and manage financial advisory tools. Feb 11, 2025 · Morningstar Direct is an online research platform that provides coverage of Morningstar's global investment database and analytics, including worldwide investment data and global market indexes. The Product. Harness independent thought leadership with extensive equity and manager research, and keep tabs on the market with convenient components like watchlists and screeners. Start a Use Morningstar Direct to conduct a manager search and selection across investment types, conduct fund line-up reporting, deconstruct Morningstar’s propri-etary methodologies, support new product development, explore and highlight the differences and similarities among investments, and create insightful reports and presentations in sales and education situations. Morningstar provides data and research The Search function in Morningstar Direct is the solution to this problem. Mar 30, 2022 · A client oriented document which will help to resolve issues with install and updating of direct. Morningstar Direct Cloud is the next-generation platform for Morningstar Direct. 2. Select an investment and click Action. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. 12 will be available soon! Join us as we cover the new Retirement Plan Reporting capabilities in Morningstar Direct, where you can import multiple plans, create plan reviews in Presentation Studio, generate batches and view them online using Report Portal (optional add-on feature in Morningstar Direct). Morningstar Investor Investment insights you can act on Build a portfolio that will serve you for the long term with trusted research, data, and tools from Morningstar’s investment experts Morningstar Investor Investment insights you can act on Build a portfolio that will serve you for the long term with trusted research, data, and tools from Morningstar’s investment experts Feb 10, 2025 · Introduction Morningstar Direct is an investment research platform designed for professional investors, offering in-depth data, analysis, and reporting tools for asset management, portfolio construction, and performance evaluation. Attend a series of live, instructor-led new user onboarding sessions to learn about the fundamentals of Morningstar Direct. Get started now! Morningstar Direct offers a variety of pre-created reports. It identifies resources in the specific areas of stocks, bonds, interest rates, mutual funds, and commodities. Each quarter, we host events to help you become a power user. Phone: 866-215-2503 Customer Success Managers Contact your Customer Success Manager for extended one-on-one training on new user orientation, process improvement, and sharing product best practices. With the help of Capterra, learn about Morningstar Direct - features, pricing plans, popular comparisons to other Investment Management products and more. com quotespeed. com uim-session This exercise shows users how to modify an existing asset class set to create a new one. com pullqs. Discover the various product capabilities of Morningstar Direct. Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. com mschart. Morningstar Direct includes data on closed-end funds, equity ownership, exchange traded funds, hedge funds, market indexes, money market funds, offshore funds, open-end mutual funds, pensions and life insurance, stocks, and 529 plans. Morningstar Direct is a comprehensive investment application that helps asset and wealth managers build their assets and manage their portfolios. Morningstar Direct is composed of a number of modules. morningstar. Welcome to Morningstar Direct Your link has expired or invalid token. Follow the steps below to help you get started. Instruction to download Direct Here is our step-by-step download instructions. Start a Free Trial Watch Video Morningstar Direct offers complimentary classroom trainings in cities around the world. All these samples are available as Morningstar Templates. It helps in орtimizing your investment рrосess whether you need to select, сreаte, or market investments or if you’re а оne-рersоn shор, it does а bit of everything from finding the right investments to sitting down with clients for Jan 21, 2025 · Source: Morningstar Direct Asset Flows. Aug 23, 2025 · Download instructions If your current version is 3. Join us for hands-on product training to see the full benefits of the platform's powerful capabilities and sophisticated functionality. The Article should help customers IT team download individual components of Morningstar Direct Prerequisite installer. You’ll have access to new capabilities Whether you’re new to Morningstar Direct or just unsure where to begin, we’ve got you covered. Build your solution today. This guide will help you use Morningstar Direct output to support your Position and market products, analyze investments, create client portfolios, and connect with investors with Morningstar Direct Reporting Solutions. The data is organized into five lists: All Holdings Data, Basic, Style Analysis, Key Ratios and Growth Rate. Morningstar Direct helps you redefine the way you work and grow with research you can trust, insights you can act on, and tools built to fit your day-to-day. Morningstar Direct Login Changes – Frequently Asked Questions This manual answers the following questions related to the changes to the login page Morningstar Direct Client-Side Release Calendar 2024 Stay informed about Morningstar Direct’s latest enhancements with our release news or go the Learning Center within Morningstar Direct to review training resources or webinars. Join interactive workshops, access on-demand recordings, and deepen your expertise at your own pace. com quotes. The table can be modified to show one of the following data points for a fund’s equity positions: Position Market Value Portfolio Weight %, or Shares. Jan 13, 2025 · Direct Advisory Suite is the advisor application for the Direct Platform, Morningstar’s unified foundation of data, analytics, and research that supports its enterprise solutions. Powered by Morningstar's unparalleled data and analytics, you can now access a powerful 4 days ago · Morningstar’s latest mutual fund research and analysis. Review timely markets and macroeconomic data in this collection of charts and analysis published every weekday after market close. Morningstar Direct users can leverage investment lists when creating performance reports, conducting peer analysis, designing workbooks in Presentation Studio, and conducting other tasks requiring repeated analysis and use of the same investments. Follow the steps below to help you get started so you can fully leverage Morningstar Direct’s powe ful capabili ies and soph st Get Started! Get Started! Morningstar Direct Technical Specifications and Installation Procedures Login Information dividual user is granted using a U ique Identification Code (UID) and password. Morningstar Direct is an investment & portfolio analysis software designed for asset managers and wealth managers built on Morningstar data and research. Align investments with your investors' values. Start a Free Trial Watch Video Morningstar Direct is a comprehensive application that helps asset and wealth managers build their assets and manage their portfolios by supporting market research, product creation, positioning Morningstar Direct is a comprehensive platform that helps asset and wealth managers build their assets and manage their portfolios by supporting market research, product creation, positioning, marketing, and distribution strategies. Morningstar Risk, however, gives more weight to downside variation and does not make any assumptions about the distribution of excess returns. Analyze Morningstar investment data in your favorite coding environment with the Morningstar_data Python wrapper. Get the complete guide to Morningstar Direct’s presentation features and time-saving benefits. Using the Asset Allocation module includes the following tasks: Overview Data definitions in the desktop version of Morningstar DirectSM Data definitions in the next generation of Morningstar Direct Morningstar Methodology documentation explaining such metrics as the Morningstar Rating for Funds, Morningstar Analyst Rating, Morningstar Sustainability Rating, and more. You can see up to 36 past portfolios for a fund in the table. We would like to show you a description here but the site won’t allow us. The Direct team offers unlimited access to complimentary training methods, including on-site trainings, live sessions, and much more. Morningstar Direct | Presentation Studio Samples Click on the links below to view sample reports. Contextualize market trends, compare and analyze your Learn how to use Morningstar Direct with this tutorial designed for asset managers and financial advisors. Institutions around the world use Morningstar Direct to access comprehensive investment data and advanced functionality to perform statistical and graphical analyses. Morningstar Direct Create and Schedule Data Feeds in Direct The whole range of Morningstar Data is available to explore, analyse and now export with custom feed creation. In general, each template is designed for a specific purpose, so you can simply plug in basic information such as investments, benchmarks, and start and end dates without worrying about page layout or which charts and tables will best serve the purpose of your report. Morningstar Return uses historical excess returns as the basis for expected excess returns, rather than relying on analysts’ forecasts or other probabilities of future returns. Download the desktop version of Morningstar Direct and get step-by-step instructions on setting up your investment analysis platform. Morningstar Direct Direct Lens Portfolio Management Direct Lens is a way to easily create, edit, and analyse portfolios quickly and efficiently in Morningstar Direct. com. About Morningstar Direct Morningstar Direct is an investment management solution that helps asset and wealth managers build assets and manage portfolios. In 2022, Fidelity expanded its direct-index offerings to direct. Please contact your support. Find step-by-step instructions for installing Morningstar Direct software on this page. The Morningstar Excel Add-In allows each user to retrieve 500,000 data points per day; this daily limit is reset at the end of the day. Find how-to articles and videos for Morningstar. You can assemble a custom data set using only data points relevant to your analysis. Whether you're a seasoned pro or just starting, this is your space to learn and unlock the full potential of Morningstar Direct! Morningstar Direct is an Internet-based research platform that provides timely data on a wide range of investment types, as well as the rigorous research capabilities and customized reporting options. We’ve been rebuilding Morningstar Direct based on user feedback, retooling it to support your daily work. Our main products for wealth managers include Morningstar Data and Morningstar Direct. It helps in орtimizing your investment рrосess whether you need to select, сreаte, or market investments or if you’re а оne-рersоn shор, it does а bit of everything from finding the right investments to sitting down with clients for Morningstar Direct Quickstart For New Users Welcome to Morningstar Direct! analyze investments, and connect with investors. The term "Product" shall mean the computer programs, Internet web pages, data, analyses, research, screens, manuals and other information of any kind described in or provided under the Separate Agreement that are made available to you through the Morningstar Direct application ("Morningstar Direct Web Site") as well as all updates, enhancements and modifications thereto, and 1. The default setting Morningstar Direct is a comprehensive platform that helps asset and wealth managers build their assets and manage their portfolios by supporting market research, product creation, positioning Our main products for financial advisors include Morningstar Advisor Workstation, Morningstar Office, Morningstar Managed Portfolios, and Advisor Managed Accounts. Data as of Dec. Although the Asset Allocation module is available in the desktop edition of Morningstar Direct, creating asset class sets is the only activity done here; the remaining asset allocation functionality is done in a browser window. The Direct Platform is designed to enhance connectivity and information flow across Morningstar’s offerings, including data feeds, APIs, and software. Start your free trial today. It is designed to simplify your workflow and elevate your client interactions. 1. The Search by Criteria window returns a set of investments currently matching whatever criteria the user defines. Sep 15, 2025 · Direct Advisory Suite is a connected set of capabilities that empower the workflows of modern advice. One source of truth. Morningstar Direct Knowledge Our cloud-based investment analysis platform is built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyze investments, and connect with investors. Dig inside our investment research Look behind the scenes of our latest insights. Use Morningstar Direct to conduct a manager search and selection across investment types, conduct fund line-up reporting, deconstruct Morningstar’s propri-etary methodologies, support new product development, explore and highlight the differences and similarities among investments, and create insightful reports and presentations in sales and education situations. Morningstar Direct is a comprehensive investment application that helps asset and wealth managers build their assets and manage their portfolios. Sep 22, 2025 · Morningstar Direct сentrаlizes institutional-strength data, рrорrietаry аnаlytiсs, and in-depth investment research in one рlаtfоrm. S. Start a Free Trial Apr 6, 2023 · Direct indexing is having a moment. Morningstar Direct includes data on closed-end funds, equity ownership, exchange traded funds, hedge Navigating in Morningstar Direct This section explains how Morningstar Direct is organized as an application, and how to move through the application. Navigating in Morningstar Direct This section explains how Morningstar Direct is organized as an application, and how to move through the application. Discover resources designed around your goals and product capabilities. Note: Prior to using this training guide, be sure to read the Quick Start Guide for Morningstar Direct. For more training resources, such as the basic overview live sessions and videos, refer to the Product Training folder under Home. Morningstar has many types of data points organized by standard (pre-defined), historical, and custom calculation data points. Download your copy. The platform’s research capabilities deliver a seamless workflow for business development, product development, and internal and external reporting. We will also discover the new enhancements made to Asset Allocation Explore all Morningstar investment solutions. Start a Free Trial Watch Video Already a client? Download Morningstar Direct straight to your desktop. Launch Morningstar Direct and login using the same credentials you use at the office. Infinite possibilities for investments. This paid addition to Morningstar Direct helps you build your brand, generate business, and This versatile tool in Morningstar Direct lets you filter, sort, and query the data from our analyst insights. To change the data displayed, click Edit Data Points. Setting the formulas you create to Manual calculation saves your data while creating your work. Institutional investors can spend less time searching for the right tools and more time analysing the data that matters most. It features hundreds of financial variables, including portfolio and ownership data for thousands of worldwide hedge-funds, open and closed-end funds, ETFs, insurance/life products, U. Or, apply the latest features to your daily work in one of our virtual workshops. The Custom Database is located in the Workspace module. Position and market products, analyze investments, create client portfolios, and connect with investors with Morningstar Direct. We organized the product capabilities by role-types, so you can jump Navigating in Morningstar Direct This section explains how Morningstar Direct is organized as an application, and how to move through the application. Then choose View and select Holdings. 20. Sep 23, 2025 · Description: Morningstar has recently launched Fees and Features data for Super, Pension and Investment Platforms which is now readily available for you to access in Morningstar Direct. Over time, you’ll see more of how we’re applying our design knowledge to create an intuitive experience for our users. Sep 17, 2020 · The Historical Holdings Analysis component shows the current and past equity holdings of a fund’s portfolio. May 12, 2025 · Find answers to your questions and learn how to get started with Morningstar Investor in the comprehensive Help Center. 1. Multi-currency research platform that provides performance and holdings analysis of investments. Redirecting to Morningstar's login or sign-in page for accessing investment tools and services. The application caters to portfolio managers, product developers, marketers, analysts, and researchers in the asset and wealth management Filter 349 reviews by the users' company size, role or industry to find out how Morningstar Direct works for a business like yours. mstar. These reports open as PDFs and cannot be edited, unlike the templates created in Presentation Studio. Morningstar Direct Academy Our cloud-based investment analysis platform is built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyze investments, and connect with investors. The Performance Reporting module in Morningstar Direct not only displays return and category rank data from multiple time periods more easily than in other parts of the application, but also allows you to use tools such as grouping, conditional formatting, and a scorecard to calculate results and present data in an easy-to-understand format. We organised the product capabilities by role-types, so you can jump How is the work of asset allocation done? Morningstar Direct provides several asset class line-ups, input files, and case files by default. Direct Portfolio Management Tool delivers fast, intuitive portfolio creation, analytics, and monitoring—formerly Direct Lens—to help investors optimize performance. Click Multi-currency research platform that provides performance and holdings analysis of investments. . Morningstar Direct 3. To help you get started, below is an outline of the By default, when examining the performance of selected funds in a performance report, Morningstar Direct compares the funds to each other, rather than all of the funds in the appropriate Morningstar Category. Morningstar Direct Morningstar Direct is a comprehensive platform that helps asset and wealth managers build their assets and manage their portfolios by supporting market research, product creation, positioning, marketing, and distribution strategies. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Getting Started with Morningstar Direct To help you get started with Morningstar Direct, below are the User Guide Chapters to the Basic Level topics. Morningstar Log InLog in Position and market products, analyze investments, create client portfolios, and connect with investors with Morningstar Direct. If you are a Morningstar Investor subscriber or have an active trial subscription, you can sign in by selecting the My Account (person-shaped) icon in the upper-right-hand corner of the page Upgrade-Direct-Instructions Article Record Type Knowledge_Article Morningstar Direct Morningstar Direct is a powerful investment software for asset and wealth managers to optimize portfolio management and enhance investment strategies. It unifies Morningstar’s powerful portfolio capabilities in a clear and intuitive interface. Morningstar Direct provides one, consolidated place for the entering, tracking, and reporting for your custom strategies. com im. To view different portfolio dates, use the Portfolio Date drop-down list. To get started, watch this short Getting Started with Morningstar Direct (8 min) video covering: Morningstar Direct | Learning Center 1 | P a g e Enhance your investment research and portfolio analytics through Direct Web Services' powerful APIs, ensuring display-ready content for your web applications. Note: Portfolio Weight % is the default selection. Morningstar's Approach to Investing Getting Started Manage Account Payment Information Email Newsletters Portfolio Watchlists Screener Stocks Funds Reports Markets Notifications Premium and Get Started! Welcome to Morningstar Direct! Our investment analysis platform is built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyze investments, and connect with investors. Holdings Viewer opens in a new window. This Morningstar Direct module combines access to all of our data and research with JupyterLab, an open-source data-science tool, so you can rigorously analyse investments using Your gateway to mastering Morningstar Direct. Data points can be created and then updated manually, or via an import function (for most data points). These modules can be used independently, but also interact with one another. The Morningstar Direct Platform connects our core investment applications to unified data, analytics, and research. Use Morningstar’s unparalleled data as your single source of truth and garner aggregated analytics on your portfolios – and then seamlessly create custom branded reports. Whether you use our data feeds or create your own, you can get the data you want, when you need it, in the format you need. The term "Product" shall mean the computer programs, Internet web pages, data, analyses, research, screens, manuals and other information of any kind described in or provided under the Separate Agreement that are made available to you through the Morningstar Direct application ("Morningstar Direct Web Site") as well as all updates, enhancements and modifications thereto, and Morningstar's financial research library contains in-depth insights from hundreds of global analysts on thousands of stocks, funds, bonds, and more. Discover actionable insights today. It allows Morningstar Direct users to create custom data points and classifications for those data points to incorporate in their data sets, performance reports and Presentation Studio templates, amongst other areas. Morningstar, Inc. We show you how to create an account and get started, how to use all of the core Run customized, strategy-aligned investment report templates anytime, anywhere with Report Portal. Get an inside look at the mutual fund industry and your favorite funds through the eyes of our analysts. Eventually, nearly all functionality from Morningstar Direct’s desktop application will migrate to the cloud. Explore Morningstar Direct Advisory Suite (formerly Advisor Workstation)'s top pros, cons, and user-rated features‚ based on real, verified reviews from teams who use it every day. Morningstar's Direct Advisory Suite is a connected suite of tools spanning proposal creation, investment research, and investment planning for financial advisors. Morningstar Data Feeds provide comprehensive financial data, enabling professionals to access and integrate essential information into their workflows efficiently. See meaningful analytics on your aggregated portfolios, including over a hundred performance and Discover the various product capabilities of Morningstar Direct. See the data science API with a free trial. Unlock the power of the Morningstar Direct Platform, your unified source for investment research, analytics, and portfolio management tools. Analytics Lab combines all of Morningstar's data and research with JupyterLab, an open-source data-science tool, to give users a flexible coding environment. Enable investor success with a wide range of research, data, advice, and product creation and management services. 034. 3 days ago · Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Follow the instructions from your computer 4. Morningstar Direct Analytics Lab Data Science Tool Analytics Lab is a flexible coding environment that lets you investigate Morningstar data more deeply than ever to discover new opportunities for investing success. com financials. Go to a universe or investment list. It provides an array of investment research and investment management services. Click “Download Direct Now” 3. See what's driving a fund’s Sustainability Rating using our full dashboard of ESG data and metrics. Sign In to Direct Email address* Email the support team | View contact information Position and market products, analyze investments, create client portfolios, and connect with investors with Morningstar Direct. 18, you can download update file by clicking the link below. variable Regular investment reporting gets tedious. From peer analysis and manager research, ESG data and research, market trends, asset-allocation strategies, independent insights, portfolio analytics, to telling your story with presentation studio, Morningstar Direct will help you elevate the way you work. The option that was once exclusive to high-net-worth investors is moving downstream—and quickly. Requests to terminate ID’s may be made to the appropriate Morningstar personnel for employees who are transferred or terminate thei Morningstar Direct | New User Orientation Welcome to Morningstar Direct! As a new user you have access to our institutional-quality data, analytics, and research to help you select, create, and market investments—all in one platform. You can decide to switch back to Automatic calculation at a later stage from the Formula tab or by going back to File > Options > Formulas. E-mail: Use the Send us feedback button located throughout the Morningstar Office program or e-mail us directly at OfficeQuestions@morningstar. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984. Morningstar Direct is a powerful investment tool for asset and wealth managers to build assets, manage portfolios, and gain actionable insights. Nov 5, 2025 · This research guide is designed to help you find key financial market information. Morningstar Direct Cloud is a web-based investment analysis platform that delivers the best of everything from Morningstar. 31, 2024. Morningstar Direct is a global investment analysis platform that unites all of Morningstar’s data and institutional research, private and third-party content, rigorous analytics, and productivity tools. com and Investor tools and features. Passive Begins to Distance Itself From Active After overtaking active fund assets for the first time ever in 2023, passive funds Morningstar Direct is an investment analysis platform that elevates the way you work with access to global data, research, and new insights. In this beginner tutorial and training video, we show you how to install and use Morningstar Direct CRM software. With upgraded features and intuitive interface, you can confidently deliver personalized advice and drive investor success. Morningstar or your Report Portal administrator. 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. gafg wnvi udbk xnuqnj pgqjbxv ahqp ijq pyuqa gjzlbwu melkl svvogg fayavn zcnfh ixa pludrt