Principia - Mutual Funds Stocks Variable Annuities Closed-End Separate Accounts Hypotheticals Defined Contribution Plans Presentations Education Asset Allocation

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Morningstar® Principia®
Flexible investment research and portfolio management software.


		Overview


		Modules


		Research & Analysis


		Portfolios & Diagnostics


		Proposals & Presentations


		Client Support Services

Related Products

Advisor Workstation

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

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View reports and graphs

Morningstar<span class="registered">®</span> Principia<span class="registered">®</span>

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.