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Research packages

When you’re investing, knowledge is valuable, which is why we’ve partnered with Morningstar to bring you trusted and relevant premium research. We give you access to deep market intelligence, putting dynamic information and tools, including stock recommendations, at your fingertips.

You’ll be able to better visualise market performance and optimise your portfolio with our dynamic displays, including heat maps and intuitive charting. We’ll keep you informed of market developments, providing the latest headlines; daily pre-market, intraday and post-market commentary; and video reports.

Whether you wish to seek a new trading opportunity to match your criteria, compare a share against its peers, or simply need to keep up to date with the daily market movements, our premium research tools can help you be a smart investor.

Daily Share Tracker

Our free Daily Share Tracker email service will help you stay informed and up to date on the shares you own. It will also give you insights and ideas that may inspire your next investment.

Each morning, you will receive your personalised Daily Share Tracker email, comparing the last traded price of up to 15 shares you own with Morningstar’s latest valuation. If you do not currently hold any shares, we’ll display Morningstar’s latest valuation on the top six price movers in the S&P/ASX 20 index.

Share recommendations

Three types of security recommendations are available: Consensus, Morningstar Quantitative and Morningstar Premium.   

Consensus provides the recommendations of analysts from various brokers and research houses.

Morningstar Quantitative recommendations are generated by a statistical model based on Morningstar’s analyst-driven equity ratings and quantitative statistics. A recommendation report, star rating and fair value estimate is provided for each security.

Both Morningstar Quantitative and Consensus recommendations are free to all Westpac Share Trading customers.

Morningstar Premium Research is designed for investors wanting more detailed information and is available on subscription. It offers analysts’ recommendations for a wide selection of companies. It also provides in-depth analysis, forecasts, detailed expert commentary about recommendations, and access to a range of sophisticated tools, including Morningstar’s model portfolio tool.

Subscribe to our Advanced Package, which offers Morningstar Premium Research, for just $20 a month. We will rebate this fee in each calendar month if you settle two or more trades or pay $50 or more in brokerage during the relevant month.

Things you should know

This website is directed to and for the benefit of Australian residents who are located in Australia only. Share trading through this website is a service provided through Westpac Securities Limited ABN 39 087 924 221 AFSL 233723 by Australian Investment Exchange Ltd ABN 71 076 515 930 AFSL 241400 ("the Participant"), a market Participant of the Australian Securities Exchange Limited (ASX) and Cboe Australia, a clearing participant of ASX Clear Pty Limited and a settlement participant of ASX Settlement Pty Limited.

The information on this website has been prepared without taking account of your objectives, financial situation or needs. Because of this, you should consider its appropriateness, having regard to your objectives, financial situation and needs and, if necessary, seek appropriate professional advice. If a Product Disclosure Statement is available in relation to a particular financial product, you should obtain and consider that Product Disclosure Statement before making any decisions about whether to acquire the financial product. The information contained on this website does not constitute the provision of advice or constitute or form part of any offer, solicitation or invitation to subscribe for or purchase any securities or other financial product nor shall it form part of it or form the basis of or be relied upon in connection with any contract or commitment whatsoever. Any securities or prices used in the examples on this website are for illustrative purposes only and should not be considered as a recommendation to buy, sell or hold. Past performance is not a reliable indicator of future performance. This website may contain material provided directly by third parties. This information is given in good faith and has been derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, no company in the Westpac Group nor any of their related entities, employees or directors (together, “Westpac”), nor the Participant, accepts responsibility for the accuracy or completeness of, or endorses any such material. This website may also contain links to external websites. Westpac and the Participant do not accept responsibility for, or endorse the content of, such external websites. Except where contrary to law, Westpac and the Participant intend by this notice to exclude liability for material provided directly by third parties and the content of external websites.