Invest in your investments with Morningstar!

Morningstar is offering a special 15% discount offer for new subscribers on the Investment Research Center database. This database provides users with information on historical data, in-depth expert analysis, portfolio and screening tools, and educational content, to help users meet their investing goals. A new version of the database was launched early this spring in April 2021.

In addition to providing access to Morningstar’s proprietary data and research to help empower investor success, the updated database allows investors access to even more research and thought leadership.

Please note existing subscribers are eligible for a custom quote if upgrading their existing subscription.

Product Description:
Morningstar® Investment Research Center is a comprehensive investing resource for Academic and Public Libraries. It offers libraries real-time access to comprehensive data and independent analysis on thousands of investments, spanning mutual funds, stocks, exchange-traded funds, and closed-end funds. Customized to meet any organization’s needs, Investment Research Center serves all levels of investors with a range of dynamic tools and thoughtful perspectives to help them make more informed investment decisions.

Morningstar offers webinar training and tutorial videos to help every member of your community use the database. Remote access makes it accessible for your community from anywhere.

Newsletter Module is an add-on feature to the database. In just one simple click, users will find PDF versions of current and historical issues of Morningstar’s core newsletters spanning mutual funds, stocks, and exchange-traded funds. Our newsletter strategists provide investors with specific, actionable investment ideas. The titles included in the module are FundInvestor, StockInvestor, DividendInvestor and ETFInvestor.

Morningstar Investment Research Center features include:

  • Screening tools for funds, stocks, and ETFs
  • Customizable charts with historical pricing data
  • Tools to help users build and analyze model portfolios
  • Articles and videos from Morningstar analysts
  • Complimentary training sessions
  • Real-time data
  • Promotional materials
  • Usage tracking

Trial Information
If you're interested in a free 30-day or semester long trial or an overview of the database, please reach out to Bea Ramirez at Amigos at