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Getting Started with Morningstar Direct at Yale : Home

About Morningstar Direct

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.

Accessing Morningstar Direct

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

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

Ask staff in the Marx Library iDesk for credentials to login

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

Please email with questions. 

Signing into Morningstar Direct at Marx Library

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


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

Have business research questions? Ask us!

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Business and Management Librarians
Marx Science and Social Science Library
Yale University Library
219 Prospect Street - Concourse Level

Meet with a Business Librarian