Overview:
Morningstar Investor empowers you to make informed investment decisions by offering tools and insights to discover new opportunities, track and analyze your portfolio, and navigate market shifts. With access to comprehensive research, customizable filters, and integrated portfolio tracking, you can confidently build and manage an investment strategy aligned with your goals.
Discover investments
Find investment opportunities which fit your needs with our equities, ETFs, Funds and Hybrids coverage.
Access qualitative analyst research on more than 1,600 stocks, forward-looking ratings on over 3,000 ETFs and managed funds, plus data on over 48,000 global securities
Access our top equity picks, including sustainable dividend generating stocks, 5-star Australian and global stocks, 5-star Australian and global listed property stocks, sustainable investing stocks and more
Easy-to-use, customisable filters to quickly identify investments which suit your goals
Stock filter options include sector, market cap, dividend yield, franking percentage, payout ratio, Morningstar rating, economic moat, price/earnings ratio, return on equity, annualised return and more
ETF and Fund filter options include yield, total cost ratio, annualised return, category, management style, Morningstar analyst rating, sustainability rating and more
Keep an eye on price movements and Morningstar ratings as you wait for a more compelling opportunity with a customisable watchlist
Track & analyse investments
Morningstar Investor includes complimentary access to Sharesight’s Standard Plan, one of Australia’s leading portfolio trackers (valued up to $464.04 p.a.)
Sharesight’s integration into Morningstar Investor’s portfolio manager allows you to:
Track all of your investments in a single location
Easy dividend tracking with corporate actions automatically incorporated in portfolio reports
An integration with Morningstar’s data and research: garner insights on your holdings from our team of equity and fund analysts
Know your portfolio's true performance with daily price & currency updates
Save time during tax time with streamline portfolio and tax reporting
Know your exposure: Take a deep dive into your portfolio with Morningstar’s Portfolio X-Ray – get region, sector and style breakdowns
Monitor markets
We contextualise day to day market movements with our view of the overall market valuation so you can focus on the long-term investment opportunity.
Explore index, commodity and currency changes
See the current price to fair value of each market we cover along with the valuation from a year ago
Stay informed
Our teams in Australia, North America and Europe deliver insights from our wide breadth of equity, fund and ETF research, our in-house behavioural science researchers and our investment management team.
A view on markets and investing focused on sound analysis rather than snap reactions to market events
Commentary and insights on latest economic, political and business news
Access to our latest equity, fund and ETF research, including in-depth research reports
Learn to invest
Knowledge is the foundation of independence. Access to educational webinars and investing guides covering a wide range of topics. These are designed for both novice investors and experienced investors looking to review key foundational topics.
Discover strategies to build wealth via stock, fund and ETF investing
Learn fundamental frameworks for successful long-term investing
How to build a portfolio aligned to your goals
