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5 Tips for Getting Started on

Are you making the most of our wealth of information and investment tools?

Holly Cook 2 January, 2013 | 2:29PM

Tip #1
If it's shares that get you excited then make sure you explore the middle column of our Equities Centre to find director dealings, news alerts, top performers, and many other useful metrics.

To research a specific stock, use the search box at the top of all pages to search by company name or ticker. Simply select your chosen stock from the dropdown list that appears and you'll be taken to that company's Stock Report.

Let's take a look at BP (BP.), for example: From BP's Stock Report you can access the oil major's share price performance chart, a synopsis of broker sentiment towards the stock, key ratios, and--for Premium subscribers--Morningstar's independent research report, including fair value estimate and financial health assessment.

Tip #2
For fund investors, use the search box in the same way to find data and news on individual investment trusts, ETFs and unit trusts/OEICs. 

We also have centres dedicated to each of these investment vehicles: 

OEIC / Unit Trust Centre

ETF Centre

Investment Trust Centre

No matter what type of investment you're looking for, our Quickrank tools help you quickly rank your chosen universe by select criteria, while our Screeners enable you to identify specific investments that meet your identified needs. You'll find all these tools on the Tools Centre.

Tip #3 has a great Portfolio Manager tool that enables you to create and track your portfolio. It's free, though upgrading to Premium enables you to X-Ray your portfolio and see at a glance how your assets are allocated across all your investments.

Tip #4
For timely and relevant investment news and commentary, be sure to watch the home page and search our online article archive for the topics you're interested in. We also regularly publish video interviews with eminent industry professional as well as our own analysts--check out the Video Centre to watch these at your leisure.

Tip #5
Once registered at, click 'My Account' at the top of any page to sign up for our daily newsletter, our weekly 'Editor's Picks', or any of our five monthly thematic newsletters covering portfolio management tips, equities, funds and more.

Should you have any questions take a quick look at our Frequently Asked Questions section, or if you need some assistance please complete this form and our Client Support team will contact you directly.

Think you're an investing genius? Click here to prove it with Morningstar's Investing Mastermind Quiz.

About Author Holly Cook

Holly Cook  is Managing Editor of