Morningstar Direct

Contains global data including historical portfolio holdings, equities, separate accounts, hedge funds, ETFs, indexes, real-time pricing, and more.

Password: Ask for a password at the library service desk.

Access: Morningstar Direct is available on one computer in Quantum (room A404). Evenings and nights you need a key from the IB Bookstore to open the room.

Language: English

Description: Morningstar Direct is an investment analysis platform 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.

  • Contains global data including historical portfolio holdings, equities, separate accounts, hedge funds, ETFs, indexes, real-time pricing, and more.
  • The content is curated to meet your needs, including actionable research from one of the largest independent analyst teams in the world.
  • Sophisticated ways to work the data so you can find the best managers, spot market trends, and build products. 
  • Dynamic charts, visualizations, and fully custom reports you can produce in minutes. 

Morningstar Direct Training Guide