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Morningstar Direct

Score9 out of 10

3 Reviews and Ratings

What is Morningstar Direct?

Morningstar headquartered in Chicago offers Morningstar Direct, an investment portfolio managment application focusing on financial and risk analysis.

Categories & Use Cases

Most trusted source of Data and research

Use Cases and Deployment Scope

I use Morningstar Direct to research my own thoughts on charts and the company's investments. The ability to access a grid and export to excel really helps chose between them. The announcements feature alerts and can be used to avoid bad decisions or help make good ones further down the line.

Pros

  • Best for research.
  • Analyst reporting is fantastic.
  • The ability to look at a wide variety of assets is great.

Cons

  • The system is sometimes slow.
  • Glitchy and sometimes hard to use.

Most Important Features

  • Its vast research.
  • The data it holds in its database.

Return on Investment

  • Returns not yet realised.

Alternatives Considered

Bloomberg Vault Enterprise Archiving and Thomson Reuters CLEAR

Other Software Used

Autodesk Maya, Adobe Acrobat Reader DC, Xero