Overview:
You can set up alerts on the Morningstar Australia website to track specific securities, including shares, managed funds, ETFs, hybrids/credits, and LICs/LITs. Alerts notify you of Morningstar research updates, rating changes, or price movements. Alerts are only visible when you are signed in to your account (email notifications are not currently available).
Types of Alerts Available
You can choose from three types of alerts:
Morningstar Research – Get notified when analysts publish new research on your security, including fund reports, analyst notes, sustainability commentary, or white papers.
Morningstar Ratings Changes – Be notified if the Morningstar Star Rating™ for your security changes.
Price Target – Receive an alert when the price of a security rises or falls to a threshold you specify (based on 20-minute delayed pricing).
How to Set an Alert
To Set alerts on the website, Follow the below steps.
Setting Alerts from a Security's Details Page
Search for a stock, managed fund, or other security using the search box.
From the search results, click the security name to open its details page.
On the Security details page, click the three-dot menu (⋮) on the right-hand side.
Select Add Alerts from the dropdown menu.
Toggle one or more alert types on (Research, Rating Change, or Price Target).
Setting Alerts from the 'My Alerts' Section
Click the bell icon at the top right (next to Help) → View all alerts.
Click your name at the top right → select My Alerts → Add alerts.
Search for a security → open the three-dot menu → select Add alerts.
How to Edit or Delete Existing Alerts
Click your name at the top right and select My Alerts.
Click on "Manage" option and you can choose how to view your alerts: By company name or By alert type.
To edit an alert, click the pencil icon under the Action column located on the right
To delete an alert, click the trash icon under the Action column located on the right
Additional Notes
Alerts are shown only when you are signed in to your account.
Email notifications are not currently supported. You must log in to view alerts.
If you miss an alert, you can still find it later by clicking the bell icon on the Homepage Located on top right
