Morningstar Direct

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    Overview

    Morningstar Direct is a cloud-based investment analysis platform. The subscription-based product provides access to Morningstar's data, analytics, and market research. 

    The product offers global data covering historical portfolio holdings, equities, separate accounts, hedge funds, ETFs, indexes, and real-time pricing. The product also includes analysis tools for researchers to use in utilizing the data. 

    Provider
    Apr 4, 2017 1:41pm
    Details
    Collection Content

    Morningstar Direct is a subscription-based product providing access to Morningstar's data, analytics, and market research. The product offers global data covering historical portfolio holdings, equities, mutual funds, financial data, separate accounts, hedge funds, ETFs, indexes, and real-time pricing. The product also includes investment analysis reports and analysis tools for researchers to use for processing the data. It also includes details on 28,000 publicly traded stocks.

     

    Delivery

    Morningstar Direct is a web-based research platform. The product has several options for searching for data and information including basic and advanced search settings with sub-menus for searching within selected parameters.  

    Strengths and Weaknesses

    Based on testimony given by ARL Libraries, Morningstar has a transparent pricing model that is easy to understand. 

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