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Release Notes
07-09-2026 Bug Fixes and Enhancements

07-09-2026 Bug Fixes and Enhancements
Jul 9, 2026
News
Compare Up to 5 Securities Side by Side

Learn what the Compare tool does, what we launched alongside it, and how it fits the way you actually invest.
Jun 25, 2026
Release Notes
06-25-26 Bug Fix

We fixed a bug.
Jun 25, 2026
Release Notes
06-23-26 Product Feature Launch, Data Enhancements & Bug Fixes

We launched a new Compare Tool, added 71 new data points & fixed several bugs.
Jun 18, 2026
Release Notes
06-11-2026 Podcast Updates

We have released new podcast features.
Jun 11, 2026
Release Notes
06-09-26 New Design System

We’ve rolled out Morningstar’s new design system across Morningstar.com.
Jun 9, 2026
Release Notes
05-28-26 Product Enhancements

05-28-26 Product Enhancements
May 28, 2026
Release Notes
05-21-26 Product Enhancements, Data Additions & Bug Fixes

We added product feature enhancements and made several bug fixes.
May 21, 2026
Release Notes
05-14-2026 Release Notes

05-14-2026 Release Notes
May 14, 2026
Release Notes
05-07-2026 Bug Fixes

We released bug fixes.
May 7, 2026

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

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