Market data terminals & research · Morningstar, Inc.
Morningstar Direct
Institutional research and analytics platform for fund and portfolio data built on Morningstar's ratings and datasets.
Morningstar Direct is the institutional counterpart to Morningstar's retail tools, giving asset managers, consultants and wealth research teams access to Morningstar's fund, ETF and equity databases alongside performance attribution, portfolio analytics, factor exposure and peer-group comparison tools. It underpins fund due-diligence and manager-research workflows, drawing on Morningstar's star ratings, category classifications and holdings-based analytics. It is delivered as a hosted platform with desktop and web clients, sold under an enterprise license rather than self-serve subscription, positioning it against Bloomberg and FactSet specifically for fund and manager research rather than trading.
At a glance
| Vendor | Morningstar, Inc. |
|---|---|
| Pricing model | Quote only |
| Free tier | No |
| Deployment | Cloud |
| Open source | No |
| Best for | Fund research, manager due-diligence and consultant teams evaluating investment products. |
Pricing
Sold as an enterprise license per seat; no public price list.
Checked on the vendor's own page on September 21, 2026: no prices are published. Expect to be quoted.
Features
- Fund, ETF and equity databases with Morningstar ratings
- Performance attribution and factor exposure analysis
- Peer-group and manager comparison tools
- Portfolio construction and analytics
- Holdings-based style and risk analysis
- Custom report generation for due diligence
Integrations
Profile last reviewed September 21, 2026