Morningstar Direct - 2026 Pricing, Features, Reviews & Alternatives

Turn insights to investments with Morningstar Direct

Morningstar Direct brings together everything that makes Morningstar special—industry-leading data and research, trusted ratings, advanced analytics, intuitive design, and an unwavering commitment to empowering investor success. As our flagship application, Morningstar Direct has evolved to meet the dynamic needs of asset and wealth management firms, serving as a centralized hub for comprehensive investment research and analysis. By seamlessly integrating Morningstar’s proprietary data, institutional research, third-party content, and advanced analytics, Direct has become a global powerhouse for investment insights. It delivers high-quality investment data, independent research, and rigorous ratings methodologies grounded in Morningstar’s core principles of independence, transparency, and long-term vision.

Morningstar Direct supports a wide range of critical investment workflows, including research and analysis, product development, portfolio management, performance reporting, and data distribution. Whether streamlining portfolio workflows, managing data feeds, or enhancing analytics in coding environments, Direct adapts to diverse use cases. With access to over 800,000 investment offerings—sourced directly by Morningstar—and one of the largest independent analyst teams, our platform ensures unparalleled global investment coverage. Designed for efficiency and impact, Morningstar Direct provides extensive data coverage, customizable peer groups, benchmarks, and automated reporting tools to help teams craft compelling investment narratives and strategies. With unmatched research capabilities, global data access, and advanced analytics, Morningstar Direct sets a new standard in investment research.

Unlock the Full Potential of Morningstar Direct

Direct supports a wide range of critical investment workflows, allowing users to research investments, develop products, manage portfolios, and communicate findings with ease.

Research and analysis: Make fast decisions with confidence. Direct taps into Morningstar's global database of registered and non-registered securities, alongside data from third-party providers, to deliver seamless access to rich data and analytics across asset classes. Professional-strength research delivers Morningstar insights, enhances market-monitoring, and lets users create a personalized research experience.

Product creation: Build more-competitive and more-relevant products. See how you’re doing, how others match up, and which investments are best in class. Quickly and easily use qualitative and quantitative factors to assign benchmarks, define data, and perform ranking analysis for any report—or use standardized values or custom grades to create scorecards and further monitor investments. Bring investor preferences to light with historical fund-flow data, models to forecasts future performance, and future-focused sustainability solutions.

Portfolio management: A unified portfolio experience lets users create, edit, and analyze portfolios quickly and efficiently, so they spend less time searching for the right tools and more time analyzing the data that matters. Direct shows the full impact of holdings, exposures, and positions in a portfolio, and it lets users stress test their portfolios across market and macroeconomic scenarios to see how they hold up.

Report findings: Simplify complex analysis with elegant, easy-to-grasp visuals. Communicate insights with customized reports, presentations, and visualizations designed to be clear, concise, and compelling. Users can get the word out on their investment stories with distribution support that empowers an array of communication needs, and then they can unify messaging across sales teams, asset managers, and consultants

Gain a strategic edge with Morningstar Direct—improve efficiency, enhance your investment storytelling, and drive product innovation.