Comprehensive Investment Coverage for Informed Decision-Making
Morningstar Direct Compass offers a comprehensive solution for investors seeking data-driven investment decisions. With access to independent data, ratings, research, and analysis on a vast array of global companies, mutual funds, ETFs, and more, users can rely on Morningstar's expertise to make informed choices. The tool enables users to identify investments that align with their criteria, monitor performance, and stay updated on market events, enhancing their investment strategies.
Real-time Market Monitoring to Stay Ahead
Stay ahead in the fast-paced world of global markets with Direct Compass' customizable tools and real-time data on U.S. stocks and ETFs. Whether tracking daily market movements or staying informed about market news and live quotes on various securities, users can leverage the platform's market monitoring capabilities to make timely decisions and respond to market shifts effectively.
Exclusive Ratings and Actionable Insights
Morningstar's exclusive ratings, including Medalist Ratings, Moat Ratings, and the Morningstar Style Box, provide users with actionable insights to understand investments at a glance. By exploring these ratings and visualizations, investors can gain valuable perspectives on the potential of different securities, helping them make well-informed investment choices.
AI-Powered Research Assistant for Efficient Decision-Making
Interact with Mo, the AI chatbot powered by the Morningstar Intelligence Engine, to access a wealth of investment data and research in a conversational format. By leveraging Mo's ability to summarize independent insights from Morningstar's vast research library quickly, users can jumpstart their day, delve into meaningful work promptly, and benefit from the efficiency of an AI assistant that can recall extensive reports in seconds.
Efficient Investment Screeners and Watchlists for Enhanced Discoveries
Discover investment opportunities faster with Morningstar Direct Compass's investment screener, simplifying the process of finding and comparing securities. Additionally, users can create and update personalized watchlists from screener results, analyst reports, and quote pages, enabling efficient tracking and organization of investment ideas tailored to client goals.
Personalized Insights and Custom Homepage for Tailored Experience
Design a personalized homepage with components that cater to your specific needs, enabling you to stay closer to the market, track key investments, and follow favorite analysts effortlessly. With insights personalized for both you and your clients, Morningstar Direct Compass offers a tailored experience that enhances user productivity and supports building strong client relationships.