Investing Knowledge
Investment Classroom
Investment Articles and Videos
Market News and Regulatory
Announcements
Investing Tools
Portfolio Manager - Basic
Track and analyse your portfolio
Portfolio Manager - Advanced
Track and analyse up to 10 portfolios, using unique tools
such as Portfolio X-Ray and Stock Intersection
Instant X-Ray
Decipher your portfolio's basic characteristics at a glance,
including asset allocation and exposure to different investment
styles
Investment Goal Calculator
Find out if you're on track to meet your investment goals,
test the outcome of various different scenarios
Fund Performance Calculator
Calculate and display returns over your chosen time
period
PDF Reports
Download PDF reports of Morningstar’s far-reaching data on funds and stocks
Fund Research
Financial data Covering more than 13,000
funds
Fund QuickRank
Search for and rank funds by category, performance, expense
ratio, and other parameters
Fund Screener
Screen for funds according to your chosen criteria, include
expense ratio, volatility, Morningstar Ratings, initial purchase,
ISA status, and much more
Find Similar
Find alternative funds with similar characteristics to your
chosen fund or flag funds that too closely resemble your current
holdings
Morningstar Fund Research
Independent research on over 500 funds
Stock Research
Financial Data Covering more than 7,000
stocks
Key Company Information
Key dates, historical dividend payments and regulatory news
indicators
Morningstar Equity Research
Independent research on over 1,000 companies
Broker Equity Forecasts
Earnings forecasts and investment recommendations from over
55 industry brokers
Director Dealings
Track director dealings and filter stocks according to
directors' purchases and sales
Company Changes
IPOs, mergers and acquisitions, delistings, new companies,
name changes
Company Financial Data
Access 10 years' worth of income statements, balance sheets
and cashflow data
Corporate Calendar
Future earnings announcements, dividend dates, shareholder
events and more
News Archive Filtering
Filter news by index, sector and sub-sector