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Morningstar Premium memberships were converted to Morningstar Investor subscriptions when Investor launched in June 2022. While Premium membership is no longer available for purchase, legacy Portfolio Manager is still accessible for former Premium members who are current Investor subscribers.

You can review and manage your subscription, including when your subscription will renew and your term length, in the Subscription section of My Account.

Canceling your subscription

If you cancel your Investor subscription, you will lose access to all your portfolio data, watchlists, saved screens, and custom views for both Investor and legacy Portfolio Manager. You’ll get an opportunity to download your portfolio data before canceling.

As there is no free tier for Investor, you will lose access to tools such as Screener, Watchlists, and Portfolio. You will also lose access to our analysis, proprietary ratings and metrics, and reports found on quote pages and in investment lists across Morningstar.com.

Learn more about canceling your Investor subscription.

Cancellation and Apple In-App Purchases

If you originally purchased Premium via Apple In-App Purchase (IAP), then, subject to applicable law, you may only cancel your subscription through Apple, even though your Premium membership was converted to an Investor subscription. If you did not originally purchase your Premium membership via IAP, you can cancel your subscription through Morningstar.

You can verify and manage your Apple subscriptions via your Apple account.

Portfolios in Portfolio Manager vs. Investor

Learn the differences between portfolios in Portfolio Manager vs Investor.
Add holdings to Portfolio Manager

Add securities to your portfolio using Portfolio Manager.
Delete holdings from Portfolio Manager

Remove holdings from Portfolio Manager.

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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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