U.S.A.
Morningstar® Principia®
Flexible investment research and portfolio management software.
Overview
Modules
Research & Analysis
Portfolios & Diagnostics
Proposals & Presentations
Client Support Services
Morningstar® Principia® is one of the most widely used resources in the financial planning industry. With a powerful research database that includes mutual funds, stocks, variable annuities, exchange-traded funds, closed-end funds, and separate accounts, advisors can conduct advanced research and analysis, monitor portfolios, manage client accounts, and propose investment strategies.
Take Action
Get Purchasing Information
Request More Information
See It Work
Sample Reports
Product Tutorials
Learn More
FINRA Review
Morningstar Guarantee
Customer Support
Contact Support
Software Downloads
Installation Instructions
Technical Requirements
User's Guide
Training
© Morningstar. All rights reserved.