Comprehensive and independent investment data and research for institutional and retail clients.
API Access
Est. Price
~$15,000/yr est.
Update Frequency
Daily
Pricing Tiers
1
Regions
1
Quality SignalsB
Freshness
Recently enriched
Complete
81%
API
API Available
Product Overview
Investment Research and Portfolio Analytics Platform$$
Offering: Comprehensive suite of investment data, proprietary fund ratings, ESG research, and portfolio management software for institutional and retail financial professionals.
Best for: Wealth managers and institutional investment teams requiring integrated fund research, performance benchmarking, and client reporting tools.
Benefits
- Extensive global coverage of mutual funds and ETFs
- Industry-standard proprietary fund rating system
- Integrated ESG research via Sustainalytics
- Flexible delivery options including Snowflake and REST API
- Strong practice management and account aggregation capabilities
Drawbacks
⚠ Platform complexity can lead to steep learning curves · ⚠ Data latency may not meet the needs of high-frequency quant traders · ⚠ Fragmented user experience across multiple acquired product suitesProduct Intelligence
Value Score
44
quality per $
Price Position
P26
below avg
Coverage
70
geo × freq × depth
Try-ability
15
ease of trial
Market concentration: 86% (concentrated — few vendors)
Product Details
Use Cases
investment analysisportfolio managementfinancial research
Categories
Credit RatingsFinancial DataFund DataInvestment ResearchPortfolio Analytics
Coverage
Global
Delivery
APISFTPS3 bucket
Data Sources
government filings
Detected Use Cases
competitive intelligence
Pricing Tiers
Vedex estimate
~$15,000/yr est.
SUBSCRIPTIONMEDIUM
Add to Data Room
Get an instant price estimate based on your organization profile — seats, usage rights, and contract term.Estimated ~$15,000/yr est.
Request a sample directly from Morningstar, Inc..
Web Authority
High Authority17 mentions·5 platforms
Academic Papers
7 × 8 pts+56
Reddit
5 × 3 pts+15
LinkedIn
3 × 2 pts+6
Quant Forums
1 × 4 pts+4
Blogs & Newsletters
1 × 2 pts+2
Evidence5 sources
Academic Papers
risk taking by mutual funds as a response to incentives
by JA Chevalier · 1995 · Cited by 4038 — Morningstar holdings were matched to CRSP security records which matched both the tentatively assigned ticker and the per share price in the Morningstar data.*
Academic Papers
Working Paper 31986
By combining the CRSP and Morningstar data, we obtain full manager names for 90% of the fund-year observations. 2.3 Intermediate Datasets to Bridge LEHD and ...
Academic Papers
International Currencies and Capital Allocation
by M Maggiori · 2018 · Cited by 164 — The results are robust, however, to instead using Morningstar data. We merge the SDC database with firm-level balance sheet data using the CUSIP6 of the ...Read m
Data Dictionary
Expected fields and columns in this data product
About Morningstar Data
Morningstar Data is a credit ratings data product offered by Morningstar, Inc., available on discovery. Data is updated daily. API access is available for programmatic integration. Vedex estimates pricing at roughly $15,000/yr (an estimate, not a vendor-published price).
Comprehensive and independent investment data and research for institutional and retail clients.
About Morningstar, Inc.
Morningstar, Inc. is a data provider vendor based in Chicago, Illinois. Morningstar, Inc. is a leading provider of independent investment research, data, and software solutions for investors, financial advisors, and institutions globally. The company offers a comprehensiv...
Related Data Categories
Credit RatingsFinancial DataFund DataInvestment ResearchPortfolio Analytics