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Morningstar Investor Connects Individual Investors' Portfolio Management to Morningstar Research
New Morningstar InvestorSM to replace Morningstar Premium web offering; new investment research platform creates powerful, personalized connection between
About this update from Morningstar, Inc.
[{"type":"text","content":"New Morningstar InvestorSM to replace Morningstar Premium web offering; new investment research platform creates powerful, personalized connection between portfolios and market research\nCHICAGO, June 16, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of Morningstar InvestorSM, an enhanced investment research experience for all individual investors, which will replace Morningstar Premium. Recognizing the complexities that many individuals and families have with their investment portfolios, the platform delivers a more powerful connection between an individual's portfolio and Morningstar's leading data, research, and ratings. Morningstar Investor makes it easier for investors to understand what they own, monitor the market, and personalize their investment strategies. \n\"Morningstar Investor is designed to empower investors: We have built new tools that speak to the demand for increased personalization in investment choices and in how investors want to digest information during the research and learning process. All this while retaining many of the great features our users love, such as Morningstar Portfolio X-Ray and investment lists based on Morningstar ratings,\" said Adley Bowden, head of individual investor, Wealth Management Solutions, Morningstar. \"Both experienced investors and those who are just getting started will enjoy a seamless and incredibly useful tool in Morningstar Investor.\" \nThe exclusive research and ratings are available through Morningstar Investor can be assessed across a comprehensive universe of more than 21,000 stocks, 7,000 mutual funds, and 3,000 ETFs. The screening capabilities to find and evaluate investment ideas are nimble and intuitive with multiple configurable views. Investors can also use pre-filtered investment lists to learn about new investment ideas or strategies.\nThe foundation of an individual's investment strategy is their portfolio. Individual investors will now be able to invest holistically by getting a complete view of their retirement, college, personal, and other financial accounts all in one place. Morningstar Investor allows individuals to use institutional-grade account linking capability, powered by Morningstar ByAllAccounts aggregation services, to have timely information about thei...