Includes extensive coverage of more than 670 standard data points for all financial line items. Data is sourced from Morningstar directly from company balance sheets, income statements, statements of cash flows. Morningstar’s robust financial statement data and calculation methodologies includes earning reports, and over 100 pre-calculated ratios covering operational, valuation and growth aspects of the business. Geographic coverage includes Australia, New Zealand & United States. For Australia & New Zealand, the data includes, auditor remuneration, audit opinion, audit partner.

Global Corporate Actions data delivers split, dividend, rights, spin-off, and mergers and acquisitions. The integration of Morningstar’s Price Data with the Global Corporate Actions database provides researchers with access to both raw and adjusted price history. Geographic coverage includes Australia, New Zealand & United States. For Australia & New Zealand, it includes history of capital changes.

The robust database contains daily historical prices dating back to 2000 (for most exchanges) and earliest prices on US exchanges span back as far as 1962. Key Data includes end of day price, total return, standard deviation, average, volume and beta, trailing weekly/monthly/ annual returns. 1M/3M/6M/1Y/2Y/3Y/5Y/7Y/10Y/Annualised since inception returns for all companies in Australia & New Zealand, sourced from Morningstar Australia.

End of day prices, open, high, low, close and volume as well as history for Australia, New Zealand & US markets sourced from Morningstar. SIRCA’s ASX Full Order Book information starting from 1997 till April 2016, includes market depth, time & sales, time bars (1 day, 1 hour & 1 minute). SIRCA; ASX End of Day data covering 2014-2016. ASX dilution factors, ASX Broker Trade Data and ASX ITCH Data.

Leveraging its proprietary reference database, Morningstar’s Reference data feed delivers key identifiers at the company and share class level. The reference packages are the backbone to more granular equity data, providing the structure needed to identify and map investments, including the Morningstar Security ID which provides a unique key to access data across Morningstar’s data sets. Shares outstanding & market capitalisation information.

Ownership summary, details, and insider trading activities — Morningstar Ownership data provides access to equity ownership information for over 1000 institutions in US, Australia & New Zealand by collecting portfolio holdings information on various types of investments such as insurance products, mutual funds, pension funds, separate accounts, and more. Key data includes: institution shares bought, institution shares sold, number of inside buyers, number of inside sellers and short percentage of float.

Includes SIRCA curated dataset for Australian listed companies covering directors, board committees, auditors, insider holdings, executive & director compensation & substantial shareholders. Morningstar sourced information includes changes in directors & insider trading information.

Portfolio data gathered for ASX listed property trusts and equity investment companies by Morningstar. Top 10 holdings by market value and others. Examples of sector breakdown for property trusts includes retail, industrial, commercial. Leading property and data analytics provider, CoreLogic providing data for Australia and New Zealand is also available.

Information on Australian managed funds: Key data includes details of funds, fund description, performance, unit price and distribution.