Morningstar Thursday, 28 July 2016

This page is primarily for the information of CAUL/CEIRC members who wish to subscribe to this publisher's products and/or services.  It provides information about offers to CAUL and CAUL-specific pricing, and links to relevant pages on the publisher's own web site.  For other information, please go directly to Morningstar.

formerly Aspect Huntley
formerly Aspect Financial


See also Offers to CAUL/CEIRC - Licences - Technical/Sales Support - Statistics

DatAnalysis Premium

Brochure (10/10/12)

Combining the power of DatAnalysis with the comprehensiveness of our financials database. Special features include:

Dynamic home page
- Rolling Market Sensitive announcements
- Domestic and Overseas Markets data
- Rolling Buys and sells by Substantial Shareholders and Directors
- Board Movements

Financial Data Tab
- Audit Trail
- Interim Data
- Links to Balance Date Reports
- Interim and Final Segmental Analysis

Dynamic Price Charts
– Links to share splits and/or dividends

DatAnalysis Standard

Please note access to FinAnalysis WILL continue until all users are satisfied with DatAnalysis Premium. The official end of life of FinAnalysis will be 31/3/13. (10/10/12)

Analyst Forecast - data provided by Thomson Financial, can be purchased as an add-on to FinAnalysis (= FinAnalysis with Estimates)
The consensus data is being offered as a complimentary addition to the FinAnalysis subscription and not the DatAnalysis subscription. (23/9/10)

MorningstarTM Adviser Research Centre

Morningstar Adviser Research Centre, our professional Website for financial advisers and brokers, brings together Morningstar research, consulting, data, and market commentary on managed funds, shares, ETFs, and all investment types we cover. (13/10/11)

Annual Reports Online  

Annual Reports online are provided free to DatAnalysis and/or FinAnalysis subscribers.

Datalink - includes our entire historical database, and incremental files going forward of all financial items for all companies listed (and delisted) on the ASX. We deliver the data via a secure FTP Website.
This is a datafeed and not an internet based product and is a CSV file of raw financial data items. Basically, it is the back end of the FinAnalysis product. This product is taken by individual academics and not usually purchased through the library. We have a number of Universities who currently take the product .... usually through the finance department or a particular academic.
DataLink is a direct feed of detailed, fundamental data on ASX and NZX listed companies. The Product will be provided via an HII hosted and managed FTP site, for which HII will issue a username and password to the Subscriber’s Category One Authorised User(s). The file format will be consistent with the specifications outlined in the Data Guide document. The files will be posted to the FTP site by 9pm on each ASX or NZX trading day.
The Product includes:
× daily updates of raw and total annual company financial data and history going back to 1990 for ASX listed companies and going back to 1996 for NZX listed companies;
× daily updates of raw and total interim, half-yearly financial data for ASX and NZX listed companies and history going back to 1996;
× daily updates of data item and mapping files;
× daily updates of company information including name, contact details, sector classifications, listing details and industry template;
× daily updates of ASX code changes.


Morningstar Australasia 2012 Licensing Agreement (5/12/12)  [Members only

Morningstar 2010 DatAnalysis/FinAnalysis Licence (18/8/10) [Members only

2009 Datalink Licence (29/4/09) [Members only]

Technical/Sales Support

Sales contact: Natalie Iglesias, Client Account Manager, Tel: +61 2 9276 4440 (12/7/16)

Fabian Pazmino, Senior Solutions Specialist, Tel: +61 2 9276 4522 (3/5/11)

Morningstar Australasia Client Portal (2/5/11)

Technical Contact/s: (2/11/10)


Morningstar statistics 2010-2011 (13/10/11) [Members only]

CAUL Pricing / Offers to CAUL/CEIRC

Members only documents may be viewed from the display at the end of this page.

Morningstar 2017 pricing for CAUL (28/7/16) [Members only]

Morningstar 2016 pricing for CAUL (30/11/15) [Members only]

Morningstar 2015 pricing for CAUL (27/11/14) [Members only]

Morningstar 2014 pricing for CAUL (29/10/13) [Members only]

Morningstar 2013 pricing for CAUL (11/10/12) [Members only]

Morningstar 2012 pricing for CAUL (20/10/11) [Members only]

Morningstar 2011 pricing for CAUL (16/8/10, amended 23/9/10 re consensus data) [Members only]

Morningstar 2010 pricing for CAUL (25/8/09) [Members only

Morningstar 2009 pricing for CAUL (19/8/08)  [Members only]
Aspect Huntley 2008 pricing for CAUL (3/8/07)  [Members only]
Aspect Huntley 2007 pricing for CAUL (16/6/06)  [Members only]
Aspect Financial 2006 pricing for CAUL (1/7/05)  [Members only] 2005 subscribers (1/7/05)
Aspect Financial 2005 pricing for CAUL (14/7/04)  [Members only]
Aspect Financial 2003 pricing for CAUL (21/3/03)  [Members only]