U.S.A.
Morningstar® Principia®
Flexible investment research and portfolio management software.
Overview
Modules
Research & Analysis
Portfolios & Diagnostics
Proposals & Presentations
Client Support Services
Stocks Advanced
All features available in the Stocks module, plus:
2,000+ exclusive Morningstar Analyst Reports
Investment Policy Statement generator
Close competitors’ sales totals and market caps
Growth, profitability, and financial health assessments
Consider Buying and Consider Selling prices
Risk commentary
Monthly electronic delivery updates
  View key data points       View reports and graphs
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The Stocks Advanced module has all of the features of Stocks, plus Morningstar Analyst Reports on more than 2,000 stocks. Evaluate what companies are best positioned to maintain their competitive advantage to further refine client portfolios based on detailed, independent analysis.
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