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 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.

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: