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Morningstar Direct Access

Access Morningstar Direct

  • We have a limited number of accounts for current Stanford faculty and doctoral research.
    • Includes Analytics Lab, providing access to the data with Jupyter Notebook.
  • Ask Us to request access. Please provide a summary of the project and what data you're looking to get from Morningstar Direct.
  • Once you have an account, you can use Morningstar Direct in the GSB Library's onsite Trader's Pit (computer #15), or you can download it on your own Windows computer.

Excel Add-In and Analytics Lab

  • Excel Add-In
    • To download the Excel Add-In on your own computer, launch Morningstar Direct and in the left navigation go to Excel Add-In.
    • The Excel Add-In is already downloaded on the computer in the Trader's Pit - to make sure it is the most up-to-date version, launch Excel and go to the Morningstar tab. Click on Help > Upgrade.
  • Analytics Lab
    • Log into Morningstar Direct and in the left navigation go to Analytics Lab (it's at the bottom). Click the Launch Analytics Lab button.

Answered By: Alice Kalinowski
Jan 11, 2024

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    Researchers are responsible for using these resources appropriately. See the eResources Usage policy.

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