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Morningstar Data

Illuminating the Investable Universe

The data you need in one place

Since 1984, Morningstar has used financial data to inform our research and power our products. Today, we have one of the largest and highest-quality investment databases in the world – giving you one place to access trusted data across investment types and asset classes.

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Equity Data

Build better portfolios with company and security-level fundamental data and many other complementary data sets, such as classification, ownership, and executive insight.

morningstar managed funds data

Managed Funds Data

Apply multiple types of managed investments with a complete global set of operational, performance, and portfolio data.

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Market Data

Engage market data solutions featuring broad market coverage, historical tick data, market monitoring, and flexible delivery options.

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See how Morningstar's data can help investors build a better financial future.

The Morningstar Difference

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Single Source Of Data

Our clients benefit from accessing multiple data sets through a single provider leading to commercial benefits, efficiencies in data mapping and integration and the ability to drive insights from data with greater clarity and certainty.


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Global presence and coverage, local expertise

We’ve been serving professional and individual investors in Australia and New Zealand since 1999 – with fund and equity analysts working on the ground alongside our dedicated product, technology and service teams. Our implementation teams lend their local market expertise while consulting with you to meet your business and technology needs. We’re able to respond quickly to regulatory changes and other market factors that affect our clients.


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Flexible delivery options

Our products are built on proven global technology platforms We deliver data the way you want it, when you want it – through feeds, APIs and in content packages to suit all technical and business needs. Resilient global platforms for distribution of data to multiple locations make it possible for you to rely on consistent data and technology wherever your business operates in the world.


Ready to see for yourself?

See how Morningstar's data can help investors build a better financial future.

Why choose Morningstar?

Extensive Breadth of Coverage

Access the full spectrum of investments, including company, fund, and exchange coverage across all asset classes.

Unique Depth of Insight

Obtain historical holdings data on funds with a global reach, creating a window into registered and non-registered investments.

Data Contextualization

Tap into the research-driven insight from our proprietary analytics to clarify the data, making it immediately actionable.

Insight Visualization

Maximize your ability to understand, compare, and communicate with our recognizable system of ratings and classifications.

Integrity Born of Quality

Ensure precision with the highest-quality data, consistently put to the test by our independently governed quality-assurance group.

Regulatory Readiness

Leverage your always-on advocate to help clients feel secure in meeting their fiduciary responsibilities with the timeliest data source.

Seamless Delivery

Implement tailored solutions synced to various delivery methods—including flat files, APIs, and streaming—for centralized data consistency.

Complete and Accurate

Minimize the gaps with complete, accurate, and timely data that is subjected to meticulous QA processes to ensure the highest quality.

Who uses Morningstar Data?

Leading organisations around the world trust Morningstar data to power their systems and support their clients. Below are some client segments that we serve with our data offering.

Asset Managers

Superannuation Funds

Dealer Groups

Financial Institutions

Financial Planning Platforms

Software Platforms

Redistributors

Investment Platforms (D2C and B2B)

Online Brokers

Regulators & Academic bodies

Media Houses

Individual Investors

Professional Firms

Consultants

Morningstar Data Insights

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Morningstar Managed Investment Data

Morningstar’s mission is to provide better financial outcomes for investors. Since our start in 1984, we’ve focused our efforts on building the most comprehensive investment database in the industry. Through our operations in 29 countries, we provide data, research and software services to clients worldwide.


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Morningstar Equity Data

Morningstar’s mission is to provide better financial outcomes for investors. Since our start in 1984, we’ve focused our efforts on building the most comprehensive investment database in the industry. Through our operations in 29 countries, we provide data, research and software services to clients worldwide.


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Morningstar Market Data in Australia and New Zealand

Morningstar’s mission is to empower investor success. Our equity, funds and market data forms the core of everything we do, informing our research and powering our products.


Ready to see for yourself?

See how Morningstar's data can help investors build a better financial future.