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Morningstar Adviser Workstation

Analyse. Recommend. Report.

The Research Module combines Morningstar's comprehensive database with an intuitive interface and professional reporting tools - all the resources required to quickly and efficiently conduct fundamental investment research. Access qualitative and quantitative data on demand to compare and contrast funds and build your recommended lists.

Advanced Screening


Fund data can be ranked in ascending or descending order by double-clicking the appropriate column header.


Fund Reports


The Morningstar Investment Detail report features the most up-to-date fund data, from performance history to Morningstar Rating.


Graphs & Charts


Graph a group of investments to reveal their negative or positive correlation.