Enhance your investment selection
Easily monitor your investments with an in-depth analysis of performance, composition and risk. Explore ideas to potentially improve investment line-up and enhance portfolios.
Quick compare from 35,000+ mutual funds, ETFs and SMAs
Evaluate investments across asset managers all powered by Morningstar data.
Evaluate performance and customize data
Review investment options based on performance, composition, risk and fees. Conduct stress test based on historical periods of volatility.
Create customizable reports
Customize your report, select the pages you want to include and add your company logo to make it uniquely yours for your next client meeting.