Investing Center—Educational Resources for Your Patrons

Empower your patrons’ investment knowledge. Our investment research center can help members of your library community grasp a broad range of investment opportunities.

An illustration of the homepage in Investing Center, showing categories such as videos, ETFs, planning, stocks, portfolios, and ESG.

Guide your patrons to reach their financial goals, whether they’re seasoned investors or just starting out.

In-Depth Securities Coverage

Take a closer look at one of the industry’s broadest databases to get data and analysis on stocks, mutual funds, and exchange-traded products.

Focused Investment Search

Use our screening tools to filter investment options based on specific criteria.

Ongoing Support

Benefit from the support of our library services staff. With webinar training and tutorial videos, every member can learn how to use the database.

Illustration of Morningstar topics, including Morningstar Fundamentals, Sustainability, and Morningstar Analysis.

Illustration of the investment screener in Investing Center, with filters for investment type, stock style, sector, and market cap.

Illustration of video tutorials in Investing Center.

Investing Center Use Cases

Here’s how Morningstar’s Investing Center can help lead you to success.

Find Independent Research

Get portfolio tracking, reporting capabilities, and up-to-date financial news and insights.

Nurture Financial Knowledge

Explore the right topics, at the right level, in the right format with our ratings and analyst reports, online classes, and live webinars.

Discover Investment Opportunities

Utilize the Screen and Compare tools to find and evaluate securities that meet your criteria.

Core Capabilities of Investing Center

We make sure you have what you need to serve your community.