What’s New

Learn from Morningstar manager research analysts Dan Sotiroff and Todd Trubey, who show how to uncover concentrated positions, compare potential diversifiers, and decide whether your funds are doing different jobs.

Whether you're building a portfolio from scratch or updating an existing portfolio, bringing your holdings into Morningstar Investor just got a lot easier.

Collect investment ideas from spreadsheets, screenshots, articles, and more—then import them into a Morningstar Watchlist in just a few clicks. Learn how the new Watchlist Import feature helps you spend less time organizing and more time researching.

Learn what the Compare tool does, what we launched alongside it, and how it fits the way you actually invest.

Learn how to analyze a company's long-term competitive advantage with insights from equity research directors Michael Hodel and Erin Lash. Watch the video or read our key takeaways to learn how Morningstar analysts approach stock research and how you can apply that same thinking in your own process.

AI-powered summaries explain why stocks are moving, while natural language search makes it easier to start building a screen.

With new enhancements to Morningstar Investor’s screeners and search, subscribers can surface relevant opportunities faster and evaluate them with greater confidence.

Learn how to conduct a portfolio makeover with this 6-step guide based on insights from Christine Benz, Morningstar's director of personal finance and retirement planning. Watch the video or read our key takeaways to learn how to assess your current investments, streamline your holdings, and align your portfolio with your financial objectives.

Learn how to rebalance your portfolio with insights from portfolio strategist Amy Arnott and Morningstar Investor expert Adley Bowden. Watch the video or read our key takeaways to learn why rebalancing is essential, when and how to approach it, and how to keep your portfolio aligned with your goals.

Learn how to spot durable fund investment opportunities from two manager research analysts. Watch the video or read our key takeaways, which show you how to put Dan and Todd's insights into practice by using the Morningstar Investor screener, Morningstar.com quote pages, and analyst reports.