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Similar to Morningstar Investment Research Center stock and fund screening tool
Similar to Morningstar Investment Research Center stock and fund screening tool (20)
Morningstar Investment Research Center stock and fund screening tool
- 3. Set up a list of criteria to screen for Stocks, Funds, and ETFs.
- 4. Links give you quick access to Recommendations, Analyst Reports, International data, and Industry information.
- 5. Let’s do a search for a specific stock: Darden Restaurants.
- 7. Morningstar will give you a list of stocks that match the company name. Click the Ticker Symbol to view the report.
- 8. Note the contents of the report along the left side of the screen. Here is our company report.
- 10. Pay close attention to the print window. The default is to print the section currently on screen.
- 11. To print the full report in PDF, click Formatted Report – just above the Print link.
- 12. Once the PDF report is open, click the printer icon in the PDF window.
- 15. The stock screener allows you to find a list of stocks based on specific criteria or screens.
- 18. This is the list of “screens” or limiters we are using.
- 26. You cannot download this list. Use the checkboxes to select entries you Do Not want. Then click Delete .
- 28. Click the Stock Name to view all Morningstar information for that company/stock.
- 29. We are currently viewing the Quote section of the report. Click on another section for more information.
- 32. Pay close attention to the print window. The default is to print the section currently on screen.
- 33. To print the full report in PDF, click Formatted Report – just above the Print link.
- 34. Once the PDF report is open, click the printer icon in the PDF window.