Investor Upgrades
1. New Home Page
Introducing the New Home Page on Morningstar Investor
We've introduced a new Home Page on Morningstar Investor, which you'll now see when you log in to your account.
The new Home Page brings together market updates, the latest articles, specialist insights and other investment content in one place. It also provides a more consistent experience across Morningstar Investor and our free website, Morningstar.com.au.
Here's what you'll find on the new Home Page.
Market Indexes
Want a quick overview of how the markets are performing?
At the top of the Home Page, you'll find market index cards showing the latest values and performance of key Australian and global market indexes.
These cards give you a snapshot of market movements as soon as you log in.
Top Stories
Looking for the latest investment news and insights?
The Top Stories section brings together recent articles from our editorial team, covering a range of topics including Stocks, ETFs, Retirement, Investing and broader market developments.
You can browse the featured articles directly from your Home Page to catch up on the topics that interest you.
Specialists
Want to read articles from a particular Morningstar specialist?
The Specialists section makes it easier to find content from our editorial team, including Mark Lamonica, Shani Jayamane, Simonelle Mody, Tyger Fitzpatrick and Lochlan Holloway.
You'll find articles from each specialist displayed in their respective sections, along with the option to follow them directly.
Whether you regularly read articles from a particular author or want to explore insights from other members of our team, you can find their content here.
Special Topics
Interested in following a particular investment topic or article series?
The Special Topics section brings together dedicated content series from our editorial team, making it easier to explore articles focused on specific investment themes.
Some of the series you'll find here include:
Future Focus by Shani Jayamane
Unconventional Wisdom by Mark Lamonica
Young & Invested by Simonelle Mody
Each series has its own section where you can browse the featured content and related articles.
Your Money Weekly
Looking for our weekly investment insights?
The Your Money Weekly section features premium content published every Friday by our Equity Market Analyst, covering the Australian and New Zealand markets.
You can access the latest featured article and browse other articles from the series directly from your Home Page.
Podcasts
Prefer listening to investment discussions?
The Podcasts section brings together episodes published by our editorial team, covering market developments, investing strategies and other topics relevant to investors.
You can browse the featured episodes and select the ones you're interested in.
In Focus
Looking for articles on a specific area of investing?
Towards the bottom of the Home Page, the In Focus section organises articles into categories, making it easier to find content relevant to your interests.
These categories include:
Stocks: Articles and insights related to individual companies and shares.
ETFs: Content covering exchange-traded funds.
Funds: Articles focused on managed funds and fund investing.
Markets: Updates and commentary on market developments.
Personal Finance: Articles covering personal financial decisions and money management.
Retirement: Content focused on retirement planning and investing.
Each category displays featured articles along with additional content, so you can explore the topics you're most interested in.
2. New Article Page on Morningstar Investor
We've updated the Article Page on Morningstar Investor with a new layout and features designed to make it easier to navigate articles, find relevant securities and explore more content from our authors.
Here's what's changed and how you can use the new features.
Table of Contents
You'll now find a Table of Contents on the left side of the article, next to the main navigation menu.
The Table of Contents lists the key sections covered in the article. You can click on any section heading to jump directly to that part of the article, rather than scrolling through the entire page to find it.
This is particularly useful for longer articles where you may only be interested in a particular topic or want to revisit a section you've already read.
Please note: Not all articles will have a Table of Contents. It will only appear when an article contains defined sections. Articles without these sections will retain a blank space on the left side of the page.
Mentioned Securities
Want to explore a stock or fund mentioned in an article?
We've made it easier to find and access securities discussed within our articles.
You'll now find a Mentioned Securities section directly below the article title, before the main article content. The securities are also displayed on the right side of the page, below the Related Articles section.
From here, you can quickly access actions for the securities mentioned in the article, including:
Add to Watchlist: Add a security to your watchlist so you can keep track of it.
Compare: Compare the security with other securities to review their details side by side.
Set an Alert: Create an alert for a security to receive updates on relevant research or rating changes, where supported.
This means you can move directly from reading about an investment to exploring it further, without having to search for the security separately.
About the Author
Enjoyed an article and want to read more from the same author?
At the bottom of the Article Page, you'll now find a dedicated Author section featuring the article's primary author.
This section introduces the author and displays their recently published articles, allowing you to explore more of their work directly from the same page.
Simply select an article that interests you to continue reading.
3. Dashboard
You can now find your portfolio and its related performance details within the new Dashboard page just below Home Page.
It gives you a quick view of your portfolio’s performance along with gains/losses that occurred within your holdings.