Finance and Investments
Morningstar Investment Research Center is an easy to navigate database that is designed to help library patrons reach their investment goals. It’s the one-stop tool for collecting financial information, getting reliable portfolio analysis, learning about investment options, and getting the most up-to-date financial news commentary.
- 14,500+ Stocks
- 24,800+ Mutual Funds
- 1,500 Exchange Traded Funds
- 700 Closed End Funds
- Expert Analyst Insight
Time to Review Your Investment Portfolio?
Watch Morningstar’s recorded presentations for guidance on building and maintaining your portfolio.
Look to the articles and videos for updated personal finance tips and commentary.
Planning for Retirement?
Utilize the Retirement Savings Calculator to check on your savings rate and define retirement goals.
Look through articles and videos for frequently updated tips and ideas on retirement.
New to Investing?
Take an online, self-paced course with Morningstar’s Investing Classroom to begin learning the basics.
Watch videos and read commentary from Morningstar and industry experts.
Utilize the glossary and methodologies when you come across a new term or rating.
Accurate and insightful investment research on companies, industries, markets and economies for beginning investors and veterans alike.
Library Elite: Access 3,500 large and small & mid-cap company reports.
The Value Line Fund Advisor Plus: Reports and ranks on more than 20,000 mutual funds.
The Value Line Special Situations Service®: Offers more aggressive managers and individual investors recommendations on emerging growth stocks with exceptional long-term capital gains potential.
The Value Line Options Survey: Daily evaluations and ranks on about 200,000 options, 80,000 longer-term options (LEAPS), and more.
The Value Line Convertibles Survey: Provides analysis of over 600 convertible issues, nearly 120 warrants, and more in a timely, easy-to-use format.
Gain access to:
- Graphs of Long Term Price Performance
- Proprietary Ranks
- Proprietary Company Estimates & Projections
- 3-5 year Projected Target Price Range
- Growth Rates
- Quarterly Sales
- Projected Price Appreciation
- Financial Strength Grades
- Stock Price Stability
- Earnings Predictability
Universal Class brings libraries lifelong learning courses in over 30 subject areas, many of which offer continuing education units (CEUs). More than 500 courses are available, and all are designed and led by professional instructors to build deeper understanding and mastery of subject matter. Universal Class includes videos, assignments, quizzes, tests, and options for social media interaction with other learners. Patrons may take multiple classes and learn at their own pace.
Over 500 CEU level courses covering 30 subject areas including:
- Computer Training
- Personal Finance
- General Education
- Parenting & Family
- Pet & Animal Care
- Career Training
- Health & Medicine
- Arts, Crafts & Hobbies
- Teacher Resources
Continuing Educational Unit (CEU) Courses: All Universal Class courses offer CEU credit. The typical time to complete a course is approximately 10 hours per CEU credit.
Video-Audit Mode: Universal Class offers over 300 courses for learners wanting to review courses without assignments, tests, or certification. Learners starting a video-audit course may switch over to the CEU course at any time.
Multifaceted Learning Styles: Video-based and written lessons are monitored by live instructors, so students interact with a real person while learning about the topic of their choice.
Multiple Course Enrollment: Each learner may enroll in up to five courses at a time, with six months to complete each course.
Internationally Recognized CEU Certification: Universal Class is IACET (International Association for Continuing Education and Training) certified for all courses. The IACET Council on Standards Development is responsible for the development, maintenance, and dissemination of evidence-based standards that promote and enhance continuing education and training (CE/T).