New Premium Portfolio Manager: Sign up for a free 4-week trial to gain access, and track and analyse your investments with ease.

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New Premium Portfolio Manager

Tracking your investments is now easier than ever with automatic holding updates from your online broker and quick tax and performance reporting.

Fully integrated with our leading research and data, managing your investments using the new Premium Portfolio Manager provides additional powerful benefits:

Gain a complete picture of your investments. Group all of your portfolios in one place and track investments across 30+ exchanges as well as unlisted investments such as property.
Get detailed insights into your portfolio. See how our analysts rate your holdings, get asset allocation guidance and compare your performance against Morningstar's proprietary indexes.

Premium Portfolio Manager is powered by one of Australia's leading portfolio tracker, Sharesight and includes all the features of Sharesight's popular Investor Plan valued at $372 annually.

Try out the Premium Portfolio Manager with a free 4-week trial. No credit card required.^

How can Morningstar Premium help you?

Since 1984, our independent investment insights have helped investors reach their financial goals with confidence.
Here's how Robert leveraged Premium to achieve financial independence:

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Start a 4-week free trial to experience the benefits for yourself.

Independent Research

Details matter when it comes to investment decisions. That's why our fiercely independent analysts ask the tough questions. We look at investments with unshakeable standards, and we call it like we see it.

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High Quality Data

Comprehensive and timely data fuels our research. Our global database is one of the largest, but the real power is in the standards we apply to ensuring it's quality.

...

Design and Technology

We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors' problems. Our solutions pave the way for investors to reach their goals with confidence.

...

Independent Research

Details matter when it comes to investment decisions. That's why our fiercely independent analysts ask the tough questions. We look at investments with unshakeable standards, and we call it like we see it.

High Quality Data

Comprehensive and timely data fuels our research. Our global database is one of the largest, but the real power is in the standards we apply to ensuring it's quality.

Design and Technology

We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors' problems. Our solutions pave the way for investors to reach their goals with confidence.

How can Morningstar Premium help you?

Independent Research

Details matter when it comes to investment decisions. That's why our fiercely independent analysts ask the tough questions. We look at investments with unshakeable standards, and we call it like we see it.

High Quality Data

Comprehensive and timely data fuels our research. Our global database is one of the largest, but the real power is in the standards we apply to ensuring it's quality.

Design and Technology

We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors' problems. Our solutions pave the way for investors to reach their goals with confidence.

Independent Research

Details matter when it comes to investment decisions. That's why our fiercely independent analysts ask the tough questions. We look at investments with unshakeable standards, and we call it like we see it.

High Quality Data

Comprehensive and timely data fuels our research. Our global database is one of the largest, but the real power is in the standards we apply to ensuring it's quality.

Design and Technology

We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors' problems. Our solutions pave the way for investors to reach their goals with confidence.

QUESTIONS? WE'RE HERE TO HELP

QUESTIONS? WE'RE HERE TO HELP