Morningstar Discount Offer for New Customers!

Morningstar® is offering a special 15% discount offer plus the Newsletter Module for new customers on their Investment Research Center Database. This database provides users with information on historical data, in-depth expert analysis, portfolio and screening tools, and educational content, to help users meet their investing goals. Please note this offer is only good for NEW subscribers. Existing subscribers are eligible for a custom quote if upgrading their existing subscription.

Morningstar® Investment Research Center offers public and academic libraries real-time access to comprehensive data and independent analysis on thousands of investments, spanning mutual funds, stocks, exchange-traded funds, and closed-end funds. Customized to meet any organization's needs, 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.

Newsletter Module in just one simple click, users will find PDF versions of current and historical issues of Morningstar's core newsletters spanning mutual funds, stocks, and exchange-traded funds. Our newsletter strategists provide investors with specific, actionable investment ideas. The titles included in the module are FundInvestor, StockInvestor, DividendInvestor and ETFInvestor.

Morningstar® Investment Research Center features include:

  • Screening tools for funds, stocks, and ETFs
  • Customizable charts with historical pricing data
  • Tools to help users build and analyze model portfolios
  • Articles and videos from Morningstar analysts
  • Complimentary training sessions
  • Real-time data
  • Promotional materials
  • Usage tracking

To request a quote, please send your contact details and fte count (academic) or population served count (public libraries) to Bea Ramirez at

Open Trial Information
Morningstar has created a profile for Amigos member libraries to use for free trial access. The trial is open October 1- November 30, 2019. For login details, please contact Bea Ramirez at

Attend the October 2nd Morningstar® webinar to learn more about the services offered by Morningstar®.