Tools: Screener | Help | Morningstar

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Intro to Screener

Watch a video tutorial for Morningstar Investor's Screener tool.
Create a screen

Learn how to create screens in Screener and choose between pre-defined screens or custom views.
How to Use AI Quick Filters

Learn how to use AI Quick Filters to search for securities that meet your desired criteria.
Best Investments

Explore popular pre-filtered screens based on our independent analysis.
Name a screen

Learn how to name a screen.
Custom views in Screener

Keep track of the performance and valuation metrics relevant to both your portfolio and investment goals.
Morningstar's pre-defined views

Learn the basics of Morningstar's pre-defined screens.
Editing data and columns in Screener

Learn how to add, remove, and arrange data points.
Add screened securities to watchlists

Populate watchlists with securities you find via Screener.

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Transparency is our policy. Learn how it impacts everything we do

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To learn more about how we handle and protect your data, visit our privacy center.

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Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

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