Morningstar's core mission is to help investors make better investment decisions. We are continuing to improve Morningstar Premium's offering and have worked hard over the past 12 months to make some outstanding upgrades.

Morningstar Premium's enhanced features include:

  • Portfolio Tool powered by Sharesight: Set up as many as three portfolios, get automatic updates and get detailed performance and tax reporting.
  • Discover Investments: Search for Morningstar rated investment ideas that will help you achieve your goals by selecting the investment vehicle, strategy and security type best suited for your objectives.
  • Goal and Rate of Return Calculator:It gives you a minimum required rate of return to meet your goals and allows you to link your goals to your portfolio.

Get access and explore all Premium benefits with a free Morningstar Premium trial^. No credit card required.

How Does Premium Empower Investors?

Since 1984, Premium has seen firsthand how good advice can help people reach their financial goals. See what Morningstar Premium subscribers have to say about their experience.



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