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

Super is one of those decisions we make when we're young which arguably have a big impact on the rest of your life - so bite the bullet and get it sorted.

Would you prefer $1m now or even more money later? Thanks to investment potential and inflation, we show you why it could be better to take the smaller sum upfront. 

More than 60 per cent of Aussie investors only own local stocks - but adding overseas equities and other asset classes could protect your portfolio from losses.

With more than 500 managed funds domiciled in Australia, the task of choosing a fund your portfolio can be intimidating.

Morningstar senior behavioural scientist Sarah Newcomb explains how recognising innate biases can help us make shrewder investment decisions.

Listed investments benefit from expert management and diversification, while also being transparent, accessible and – on the whole – cheap. But they have some drawbacks.

There is no market over the next 20 years which offers more growth opportunities for Australian business than India.

When it comes to investing, younger players seem to have learned from their elders' mistakes.

Morningstar analysts use a discounted cash flow model to predict a company's future prospects and form the basis of their fair value estimate.

Morningstar analyst's fair value estimate for stocks helps investors see beyond the present market price and determine what a company is really worth.

Investing in a managed fund is one of the best ways to diversify your investment portfolio, and gain access to skilled management. But buying one can be tricky.

Too frequent trading and rushing for the door on a dip is likely to have a more negative impact on your returns than holding your nerve. Separate the news from the noise.

Dipping your toes into the world of the investing can be an intimidating experience. Equity Mates Bryce Leske and Alec Renehan share the lessons they have learned on their investing journey.

Morningstar has introduced the industry's first global standard for portfolio sustainability based on environmental, social and governance (ESG) factors.

From beginning to dividend: Podcasters Equity Mates are helping first-time investors get started - they share what they have learned along the way

Establishing and maintaining an emergency fund can help you focus on what's most important when tragedy or other unforeseen life events strike, explains Emma Rapaport.

Listed investment companies offer investors exposure to a diversified portfolio of assets in a single trade, but the risks are worth examining.

It's often said that the mark of a true diversifier is an asset class that shelters your portfolio when the proverbial hits the fan.

Several Australian companies again paid record dividends in fiscal 2018, but what are these dividends, where do they come from, and how do you find more of them?


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 art and science of valuing stocks Investors to benefit from CBA demerger Trump, trade, tariffs: investment risks ahead
The art and science of valuing stocks Investors to benefit from CBA demerger Trump, trade, tariffs: investment risks ahead