Get 3 Months Free Plus Discount on Morningstar

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Morningstar is presenting Amigos member libraries with a special offer: Get 3 months free (15 months for the price of a 12-month subscription) plus 15% off list prices on the Morningstar Investing Center database. The Investing Center delivers global investment data, expert analysis, screening and comparison tools, daily market news, and educational content to help users achieve their investing goals. This offer is valid for new subscribers. Existing subscribers may request a custom quote for subscription upgrades.

Morningstar’s Investing Center provides public and academic libraries with comprehensive, real-time data and independent analysis on thousands of investments—including mutual funds, stocks, ETFs, and closed-end funds. The database features dynamic tools and expert perspectives designed to support investors at every skill level in making informed decisions.

Morningstar also offers webinar training and tutorial videos to help every member of your community get the most out of the database. Remote access is included, allowing your community to connect from anywhere.

Investing Center features: 

  • Screening and comparison tools for analyzing investments across funds, stocks, and ETFs. 
  • Customizable charts with historical pricing data. 
  • Real-time market data. 
  • Articles and videos by Morningstar analysts. 
  • Interactive 529 Plan Center: view, analyze, and compare 529 College Savings Plans. 
  • Calendar: track IPOs, earnings calls, stock splits, and other market events. 
  • Complimentary training sessions.

Free trials are available for 30 days or a full semester. To request a trial or quote, contact mds@amigos.org.

To arrange a demo from Morningstar at your convenience, schedule a time with Fani Koutsovitis at https://calendly.com/fani-koutsovitis/30-minute-database-overview and let them know you are an Amigos member library.

This offer expires January 31, 2026.