Morningstar Investor

Morningstar Investor

By Morningstar, Inc.

  • Category: Finance
  • Release Date: 2009-05-06
  • Current Version: 7.0.1
  • Adult Rating: 4+
  • File Size: 21.78 MB
  • Developer: Morningstar, Inc.
  • Compatibility: Requires iOS 13.0 or later.
Score: 4.0088
4.0088
From 6,933 Ratings
Free On itunes

Description

Since 1984, Morningstar has served investors with the resources they need to make sound financial decisions. Now you can experience the best of our flagship website with Morningstar Investor’s companion app. Morningstar Investor helps you refine your investing strategy and maximize your returns with our expert analysis and tools. Monitor the markets, access comprehensive investment data covering stocks, funds, ETFs, and CEFs, track your portfolio, and get ahead with the latest commentary, news, and analysis. Users who are registered with Morningstar Investor and Morningstar.com can log in to the mobile app to get seamless access to existing accounts. TOP FEATURES * Tools to monitor your portfolio, search for securities, and add securities to watchlists * Access to comprehensive data alongside our independent analysis and ratings, such as the Morningstar Rating for Stocks, Morningstar Economic Moat Rating, and Morningstar Medalist Rating for funds * Current global market barometers and index performance * Real-time security quotes * Top 10 gainers, losers, and most active securities PRIVACY POLICY: https://members.morningstar.com/memberstpages/PrivacyPolicy.html TERMS OF USE: https://smartphone.morningstar.com/service_p2/public/copyright.html ABOUT MORNINGSTAR, INC. Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $294 billion in AUMA as of March 31, 2024. The Company operates through wholly- or majority-owned subsidiaries in 32 countries. For more information, visit https://www.morningstar.com/company/about-us.

Screenshots

Reviews

  • Lots of good information

    4
    By gr33n73
    The app has a competitively priced premium plan. The information rating stocks and ETFs is valuable because it can benefit your portfolio. I was not able to use this app because I have a portfolio with Robinhood that I could not connect to Morningstar. Unfortunately I need to manually enter all the information which means each buy and sell, which I won’t do.

  • Great company, bad app

    1
    By RB12281
    I canceled my subscription to Morningstar Investor after a few years due to the app. The website content was fantastic however, the app is useless. My portfolios would not link with the app and the app is poorly designed.

  • Good but could certainly improve

    4
    By Brimkel
    I cannot find a “settings” menu for this app. It would be useful to easily set up this app to open in the “Markets” or another window that is not one’s own Portfolio. I have also not found an easily accessible two-factor authentication setting for optional enhanced access security. While these and other features may have possibly been built into this app and I may have simply missed them, the fact that I could not readily find them, with 3 decades of corporate-level computing under my belt, does not show well for their user-friendliness. What is left for computer newbies or digitally-averse folk?

  • An error occurred. Again.

    2
    By AppUser051
    As an Investor Subscriber I am very disappointed in the lack of reliability of the app. Gives all appearance of a poor QA. It would be very nice to reliably login. Additionally it would be nice if the app would utilize biometrics at login.

  • You’d think it worked

    3
    By Jkd888
    I think Morningstar has an amazing site and I love their detail and analyses. I wish the app wasn’t so clunky, you would think a top notch product would invest in this critical client facing technology.

  • Ridiculous font size

    1
    By typical dish
    Make the font size adjustable so old sots like me don’t need a magnifying glass to read

  • Of no utility

    1
    By 10061946
    This update does not display the legacy portfolio I readily access on the website.

  • Update bug

    3
    By kvetcher 2020
    The new update does not add up the Intraday totals compared to each equity change. Please look into this bug Great app as always 9/10/2024 update fixed intraday sums Thank you to all

  • Could have more functionality and lacks proper account access

    3
    By N8 Securities
    I have been a MorningStar subscriber for years. The company provides easy to understand and as far as I can tell, sound investment analysis. I do not like that the app does not allow creation/ modification of portfolios the way the website does. I also don’t like the fact that members cannot easily access their account, see the price they are paying per month or year, and I am not thrilled with Morningstar decreased coverage/ analysis of price vs fair value data on closed end funds.

  • App rarely works!

    1
    By Long-time users
    After a splashy and hopeful announcement about the new app three weeks ago, it remains nearly nonfunctional. My portfolio rarely loads, with the app error message “portfolio failed to load try again later.” I reported the trouble to Morningstar and they said it was a known problem they are working to fix. The old app was far better. Morningstar’s data and analysis is great, but this new app is not a reliable way to access it. Very disappointing. - Long time Morningstar subscriber

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