Morningstar Direct is an online research platform that provides coverage of Morningstar's global investment database and analytics, including worldwide investment data and global market indexes.

It features hundreds of financial variables, including portfolio and ownership data for thousands of worldwide hedge-funds, open and closed-end funds, ETFs, insurance/life products, U.S. variable annuities & life policies, and 529 plans.

Morningstar Direct is available on a designated computer in the Marx Science and Social Science Library. 

Access is limited to current students, faculty, and staff at Yale University and is restricted by our licensing agreement.

Ask the staff at the Marx Library iDesk for credentials to login

A limited number of individual accounts are available for faculty, PhD students, and postdoctoral researchers.  All researcher accounts are currently in use. 

Request to be added to the waitlist using this form.  

Visit the Help & Training page of this guide to find documents and exercises for learning to use Morningstar Direct. 

Please email business.reference@yale.edu with questions. 

1. Look for the Morningstar Direct icon on the desktop.

2. Use the provided credentials on the Sign In screen: