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.

The Morningstar Direct platform may be used for internal academic research and classroom curriculum purposes exclusively. A separate licensing agreement with Morningstar is required for any Yale affiliate planning to publish research using data from Morningstar Direct. 

More information about these terms is available in our Licensed Resource Use Agreement for Morningstar Direct. Students, faculty, and staff must acknowledge and accept the terms of use by signing the user agreement before using Morningstar Direct.

To request the Licensed  Resource Use Agreement, please visit the Marx Library Information Desk. Researchers with questions about this process can email business.reference@yale.edu. 

Visit the Marx Library information desk for the Licensed Resource Use Agreement and current login credentials. 

For assistance using Morningstar Direct, please email business.reference@yale.edu.

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

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

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