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Learn to invest

Morningstar believes that knowledge is the foundation of independence. We empower individuals to take control of their financial life through a number of resources to assist with learning foundational and advanced investment concepts.

Discover new investments

Morningstar provides a variety of ways that you can discover new investments including screening tools, reports on our top rated investment ideas and model portfolios.

Evaluate investments

As a leading independent provider of investment research, Morningstar provides our subscribers with support in assessing new investment ideas, reviewing current portfolio holdings and / or validating third-party advice.

Track and monitor your investments

Avoidance is the one financial strategy that is guaranteed to fail. We have the tools, commentary and insights to allow our subscribers to stay on top of their investment portfolios.

Learn from the best

The banking inquiry’s crackdown on payment structures seeks to strike a balance between maintaining competition and ensuring customers get what they pay for. 

February is once again upon us and Australian listed companies are reporting their half-year results. We've tapped one of Morningstar's equity analysts for the top five things he looks for when reviewing results.

Finance and investing can sometimes feel inaccessible and opaque. A good podcast is a great gateway for the curious to access the world of money.

Think you have to have a wad of cash before you can try your hand at playing the market? Think again. We outline some ideas to pop your investing cherry.

As a concept, the index has evolved hugely since Charles Dow created the first one in 1884, but what exactly are indices and what do they do?


Investors often review performance against a designated benchmark, but this can result in a biased comparison - so how should you determine investment success?

What are the benefits and risks of going robo for financial advice? And is robo advice right for you? 

At this time of year, you’ll hear a slew of common investing myths, like the 'January effect'. Learn why you should be sceptical about seasonal market trends.

Trade wars, Brexit, recession risk and rising interest rates - Morningstar Investment Management have identified four key concerns and how investors should tackle them.

Smart investors prize metrics for what they surface, rather than deride them for what they can't.

Albert Einstein once called compound interest the eighth wonder of the world: those who understand it, earn it; those who don't, pay it.

This festive season, consider a present that lasts longer than the 12 days of Christmas - and doesn't diminish in value, but grows the recipient's wealth instead.

The best books on business, investing and behavioural economics, as chosen by Morningstar.


The Morningstar Investor

Morningstar Guide to Financial Advice

"Where are the customers' yachts?" Fred Schwed once famously asked. Our latest guide identifies the value that good financial advice can provide and ways investors can unlock that value – whether they choose to use an adviser or not.

Morningstar Income Investing Guide

Discover trusted strategies to pick the right securities and build a successful income investing portfolio in this comprehensive guide. Take advantage of Morningstar's leading research trusted by millions of investors worldwide.

Morningstar Portfolio Construction Guide

Based on our 33 years of expertise, the exclusive  Morningstar Portfolio Construction Guide shares a powerful 4-step framework to build a robust portfolio and select the highest rated investments to help you achieve your financial goals.


The rational investor is dead The art and science of valuing stocks Investors to benefit from CBA demerger
The rational investor is dead The art and science of valuing stocks Investors to benefit from CBA demerger