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Morningstar Direct Basic Level User Guides
Getting Started with Morningstar Direct
To help you get started with Morningstar Direct, below are the User Guide Chapters to the Basic
Level topics. For more training resources, such as the basic overview live sessions and videos, refer
to the Product Training folder under Home.
User Preferences
Investment List
Search Criteria
Data Sets & Calculations
Introducing the Next Generation of Morningstar Direct
On March 20, 2015, we announced Morningstar Direct Cloud. Try out our redesigned interface
and new capabilities.
View Training Videos
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