Introducing Custom Views | News | Morningstar

Morningstar

You now have more control over how you evaluate investments across Investor. With custom views, you can keep track of the performance and valuation metrics relevant to both your portfolio and investment goals.

Workflow for creating custom views

Powerful analysis your way

Create and save as many views as you like for your portfolios, watchlists, and screeners. Our nimble search and filtering tools help you find data quickly based on security type. Choose from around 80 data points––with more on the way this year––that span the investing universe, including Morningstar ratings on funds, stocks, and sustainability. Refine the order your data will appear in each table, and add extra depth to your analysis by grouping investments by different topics.

Choose data points for columns

You can also use Morningstar’s pre-built views as powerful lenses for evaluation, or build your own views based on ours.

To get started with custom views, visit our Help Center to watch a tutorial, or try them out now in Investor.

More News

Upcoming Update to the Morningstar Style Box™ Methodology

We are making changes to better classify investments among peers.
Upcoming Updates to Morningstar Investor

We’re making changes to how you access and use Investor’s tools.
Evaluate and Monitor Investments With New Data Points, Performance Views, and Data Definitions

Our latest enhancements give you more visibility into an investment's performance.

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.

© Copyright 2024 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.