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Our powerful portfolio tool allows you to track all your equity, fund, etf and investment trust holdings in one place. Benchmark your performance against your own chosen index over multiple time periods in an easy to view report and quickly assess your overall cash in flows and outflows.
Morningstar has a team of over 250 research analysts that are 100% independent. We cover equities, funds, ETFs and investment trusts on a global basis. Our research is designed to help you make the best investment decisions possible.
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Rather then spend hours researching a specific security only to find something that doesn't meet your criteria our short PDF reports are designed to provide you with all of the key investment information in two pages. They cover equities, funds and ETFs provide and instant view on a securities investment potential.
At Morningstar we realise that our customers like to do their own research so you can now download your portfolios and quickrank filters to Excel.
If you have a specific fund in your portfolio or are thinking of investing in the find similar tools provides a list of five alternatives. Our performance calculator provides accurate performance figures for specific funds over between dates set by you.
Detailed broker forecasts, key dates in a company's financial reporting calendar, historical dividend payments, 10 years of financial accounts including income statement, balance sheet and cashflow. We also include individual director dealings so you can see who is buying what along with all major shareholders.