Morningstar User Guide

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Morningstar is the premier destination for investment research, news, tools and analysis. Whether you invest in individual stocks, mutual funds, ETFs, derivatives or even hedge funds, Morningstar can help make you a smarter (and richer) investor.

I've been a premium member of Morningstar for a long time, but even its free level of membership offers a wealth of information and tools that every investor should use. To help you make the most of what Morningstar has to offer, you'll find here a series of Morningstar User Guides.

These guides will walk you through step-by-step how to use the tools and research at Morningstar. I’ll be regularly adding to the series, so be sure to check back frequently for more updates or you can just bookmark this page.

Morningstar Basics

If you’re new to Morningstar, these guides will help you get your feet wet with all that Morningstar has to offer:

  1. Morningstar Introduction

Morningstar Portfolio Manager

The portfolio manager is more than just a stock and mutual fund tracker. Morningstar's Portfolio Manager can tell you just about everything concerning your investments. Want to know the weighted average expense ratio of your mutual funds? How about the date of the last analyst report for each stock or fund with a link to the report? Or what about the weighted average turnover percentage for your portfolio? Morningstar can tell you all this and more.

Visit Morningstar or read the full comparison between Motley Fool vs. Zacks vs. Morning Star

Morningstar Investing Tools

Rob Berger

Rob Berger

Rob Berger is the founder of Dough Roller and the Dough Roller Money Podcast. A former securities law attorney and Forbes deputy editor, Rob is the author of the book Retire Before Mom and Dad. He educates independent investors on his YouTube channel and at

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