Tools
Screening Tools

View best performing indices and categories
Portfolio Tools
Track and analyse your portfolio, using unique Morningstar features such as Portfolio X-Ray® and Stock Intersection.
Morningstar provides investors with a comprehensive set of tools for fund and equity investing. You can start with ranking funds and equities by different parameters such as performance, expense ratios, rating. Then move on to screening by a wide range of criteria such as return, currency, risk and NAV. Comparison of up to 5 funds is also possible - comparing portfolios, risk, return and ratings. Finally, using the Portfolio Management Tool, build you personal investment portfolio to track your investments.