Risk modeling and analytics tools for portfolio construction
API Access
Est. Price
~$15,000/yr est.
Update Frequency
Daily
Pricing Tiers
1
Regions
1
Quality SignalsB
Freshness
Recently enriched
Complete
75%
API
API Available
Product Overview
Multi-Asset Investment Data & Research Platform$$
Offering: Comprehensive global investment data, ESG ratings, and private market intelligence delivered via API, cloud-native feeds, and institutional analysis platforms.
Best for: Asset managers and wealth advisors requiring integrated public and private market data for portfolio construction, performance attribution, and ESG risk management.
Benefits
- Extensive global coverage of managed investments and equities
- Seamless integration of public and private market data via PitchBook
- Flexible delivery options including modern cloud-native formats like Snowflake
- Strong reputation for standardized fund performance and ESG metrics
Drawbacks
⚠ High complexity in managing multiple disparate product suites · ⚠ Potential for data latency compared to specialized high-frequency quantitative providersProduct Intelligence
Value Score
44
quality per $
Coverage
70
geo × freq × depth
Try-ability
15
ease of trial
Product Details
Use Cases
Portfolio optimizationrisk attributionstress testingperformance analysisasset allocation strategy
Coverage
Global
Delivery
REST APISFTPS3 BucketSnowflake ShareWeb UI download
Data Sources
financial exchangesgovernment filings
Detected Use Cases
investment researchrisk management
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
Notable9 mentions·2 platforms
LinkedIn
6 × 2 pts+12
Reddit
3 × 3 pts+9
Evidence5 sources
Reddit
Portfolio Risk Assessment: Key Tools and Tips
Combining Morningstar's Portfolio Risk Score, Risk Tolerance Score, and risk Comfort Range not only leads advisors to better understand ...
Reddit
5 star rating morningstar portfolio : r/ETFs
I also believe a 90/10 portfolio backed by longer term treasuries has a better risk adjusted return then a 100/0 equity portfolio when ...
Reddit
Looking for an online tool/app to quickly model portfolio ...
I'm looking for an online tool, app, or website that lets me manually enter my ETF and mutual fund holdings and then adjust the percentage ...
Data Dictionary
Expected fields and columns in this data product
About Morningstar Portfolio Risk Models
Morningstar Portfolio Risk Models is an alternative 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).
Risk modeling and analytics tools for portfolio construction
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...