Create, analyze and edit your portfolios with Direct Lens, combining Morningstar's leading portfolio capabilities into a single, intuitive experience.
Experience the Power of Direct Lens
Set Up Your Dashboards with Fully Customizable Analytics
Seamless Portfolio Editing
Use draft mode to model how portfolio changes affect fund performance. Commit your changes when ready, or save as a new portfolio.
Your Data, Preserved
Whether you are working in Direct Lens or Direct, changes to your portfolios replicate across all views
Build Your Own Data Sets
Analyze portfolio holdings using Morningstar data sets, or build your own.
See Performance
Analyze Risk
Model Scenarios
Understand Exposure to Underlying Securities
Exposure Look-Through
exposure look-through
Discover Where Risk is Concentrated
Access Morningstar Data and Analytics to Gain a Deeper Understanding
Morningstar Sector
Morningstar Category
Group Holdings by Category, Sector and Other Attributes
Morningstar Rating
