How to Get the Most Out of

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

Holly Cook 3 July, 2014 | 12:00AM
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Over 80% of our website users are investing to fund their own retirement, with the remainder investing for medium-term goals such children's education or a property purchase. You'll find information on how to invest for such long- and medium-term goals across the site, but we've also created a permanent home for this content under our Pensions & NISAs tab.

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There are three levels of access to

Unregistered Access - Site users can read our articles, watch our video interviews, and research a broad array of investment data without logging in to the site. 

Registered Access - Register a free account on and you can access a deeper level of investment data and, benefit from summary versions of Morningstar analysts' independent research and ratings on funds, investment trusts and ETFs, save your researched securities in a Watchlist Portfolio, or create a Transaction Portfolio to track your investments in real time.

Registered users can also subscribe to a range of newsletters that deliver our top editorial content direct to your inbox.

Premium Access - For £19/month of £159/year, Premium members enjoy extensive access to full Morningstar analyst research and rating reports on individual stocks, funds, investment trusts and ETFs, as well as access to our more sophisticated portfolio management tools such as Portfolio X-Ray and Portfolio Monitor Report

Premium members also benefit from a deeper layer of investment data, including consensus and broker forecasts on individual stocks, dividend estimates, and Morningstar's own valuation estimates.

Test drive Premium for 14 days without paying a penny: if you're happy with the service your paid-for subscription will start on the 15th day. Cancel before then and you pay nothing. 

Education, Insights and Ideas's editorial team strives to educate both new and seasoned investors on how to achieve your financial goals and important industry changes that affect your investment journey.

Our news provider Alliance News provides you with the latest company, market and economic news, while Morningstar experts tell you which news is important to you and how it impacts your investments. As well as providing you with our best investment ideas and insights, we also interview investment thought leaders on a regular basis so you can learn from the top ideas of fund managers, indepedendent advisers, investment strategists and economists. 

You'll find Morningstar articles and videos, as well as Alliance News market and company news, in our Article Archive.

Researching Individual Stocks

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.

Researching All Types of Funds

For those researching funds--whether it be OEICs, unit trusts, investment trusts or exchange-traded funds--use the search box in the same way to find data and news on individual securities. 

We also have centres dedicated to each of these investment vehicles, where you'll find Quickrank and Screener tools that can help you find investments that meet your needs: 

OEIC / Unit Trust tab

ETF tab

Investment Trust tab

Sortable Lists of Securities

No matter what type of investment you're looking for, our Quickrank tools help you quickly sort your chosen universe by specific criteria. For example, generate a list of all LSE-listed basic materials stocks and sort it by dividend yield. Or, generate a list of funds in the Morningstar Emerging Markets category and sort it by our analysts' forward-looking Gold, Silver, Bronze, Neutral and Negative ratings.

Links to each Quickrank tool can be found on that security type's relevant tab, i.e. Investment Trust Quickrank is on the Investment Trust tab. Alternatively, you'll find all our tools under the Tools tab.

Investments That Meet Your Specific Needs

Our Screener tools offer more flexibility when conducting your research by enabling you to identify specific investments that meet your identified needs. Here you can set your own criteria, such a maximum fund fee, minimum Morningstar Rating, specific category or sector, and best performance, and these tools will screen the investment universe to present you with only those securities that exactly meet your demands. 

Links to each Screener tool can be found on that security type's relevant tab, i.e. Fund Screener is on the OEICs/Unit Trusts tab. Alternatively, you'll find all our tools under the Tools tab.

Managing and Monitoring Your Investments

We have three great tools to help you manage and monitor your investments.

Morningstar's Portfolio Manager is a free tool that enables you to create either watchlists (of securities you're considering buying, for example) or transaction portfolios (with the ability to buy and sell holdings, and set up automatic regular investments into your holdings).

Premium members gain access to two more essential investment tools. Portfolio X-Ray is a sophisticated analytical tool that digs down into your fund managers' holdings to provide an instant assessment of how your portfolio is diversified by region, sector and investment style, helping you uncover potential weaknesses.

Portfolio Monitor Report emails a monthly report direct to your inbox, providing an independent and holistic analysis of your investments, and delivering you both the latest X-Ray assessment of your portfolio and Morningstar analysts' independent opinion on your holdings.

Any Questions?

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. Premium member with a question? Login and visit the Contact Morningstar page to find our Premium Support Telephone Line. 

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
BP PLC460.00 GBX-1.05Rating

About Author

Holly Cook

Holly Cook  is Manager, Morningstar EMEA Websites

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