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Upgrading to Office Cloud

Upgrading to Office Cloud

Welcome to Morningstar Office Cloud – A new platform designed to help you work faster and more efficiently. The videos below are designed to help you transition your research workflows over to Office Cloud. Each video is five minutes or less, and provides a brief overview on a discrete task, such as creating a list, screen, or search.


Morningstar Office Cloud Overview

Using the Search Bar

Creating a List

Creating Model Portfolios, Custom Benchmarks and Accounts

Creating a Screen

Leveraging Morningstar Research


Upgrading to Morningstar Office Cloud

Want to learn more? Check out the other learning paths in Morningstar Office Academy

Version history
Revision #:
6 of 6
Last update:
‎04-05-2019 04:11 PM
Updated by: