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Common Cents@Your Library and Smart Investing@Your Library: Morningstar

Common Cents@Your Library is a financial literacy information resource program provided by the Saratoga Springs Public Library. This GUIDE supports this program and is made possible by a grant from the FINRA Investor Education Foundation and the ALA.

Morningstar Investment Research Center

Morningstar® Investment Research Center offers real-time access to comprehensive data and independent analysis on thousands of investments, spanning mutual funds, stocks, exchange-traded funds, and closed-end funds.  Investment Research Center serves all levels of investors with a range of dynamic tools and thoughtful perspectives to help them make more informed investment decisions. 

Access this database through the Library's Research Webpage under the Business section.  If you are using the database outside of the Library, you will need to logon with your library card number.

 

Morningstar's Help & Education Feature

Morningstar's Help & Education Center is your one-stop shop for investment education.  Whether you’re looking for direction when using the site, tips for choosing funds or stocks, or the definition of an investment term, you will find it all here.  Access this database through the Library's home webpage and select Business.  If you are using the database outside of the Library, you will need to logon with your library card number.

 

Morningstar's Portfolio Tool

Morningstar's Portfolio X-Ray is a sophisticated analytical tool that allows you to view your portfolio in a variety of ways, and then make intelligent decisions about adding, dropping, or reallocating investments. You can create a portfolio and then track its performance by selecting this portfolio link.  See the Portfolio X-Ray tool for this option.  Access this database through the Library's home webpage and then select Business.  If you are using the database outside of the Library, you will need to logon with your library card.