Morningstar Investor

Morningstar Investor

By Morningstar, Inc.

  • Category: Finance
  • Release Date: 2009-05-06
  • Current Version: 8.4.0
  • Adult Rating: 4+
  • File Size: 30.13 MB
  • Developer: Morningstar, Inc.
  • Compatibility: Requires iOS 15.6 or later.
Score: 3.97963
3.97963
From 7,020 Ratings

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

  • Great app with missing one important feature

    4
    By DanH25fall
    This is a great app for tracking investments and reviewing risk and performance of each holding. I rated 4 star because I use the desktop version all the times. But really, the mobile app is useless for me because one important feature is missing. In the portfolio, there is no customization to reorder the rows of holdings other than sorting. It can only sort by alphabetical order of the symbols. If I want to look at two stocks or ETFs next to each other for comparison, I am out of luck. In the desktop version, I can use the “my notes” column to enter numbers and letters to sort the rows to my desired order. But the mobile app doesn’t have “my notes” column. I wish the rows in portfolio can be reordered manually like what yahoo’s mobile app does. A “notes” column will be a plus feature. Thanks.
  • Behind the times

    1
    By zup123
    This app has not been updated in years in terms of its functionality. None of the search engine capabilities that exist with the web-based interface are on the app. It is very frustrating.
  • Not good

    3
    By heiidhhwidhsj
    Very basic. Some of the functionality is not even working like I could not add stocks to watchlist. For a paid subscription you expect better.
  • Can’t even login.

    1
    By Akschaller
    Couldn’t say if the app experience is good or not. All I seem to get is an error message when I try to login. This has been for at least 6 months. Kinda sad. Well, now I can login, but 2/3 of the time nothing will load or it says I don’t have a portfolio. Then logout, close the app, open the app, login, and maybe it’ll work. Time to look for something better.
  • Buttons not working, confusing

    2
    By ID-CR206
    When an app’s buttons don’t work, it’s immediately not useful to me. Plus the fact that when you just want a price chart and basic info and there’s not logically sound reason to get to the data is just a no.
  • Logging on is terrible

    2
    By ViroDude
    Not sure why this problem has persisted for so long but logging into this app requires manual entry or going through many steps with the iPhone password manager. There doesn’t even seem to be a way to enable Face ID. Really amateurish.
  • Not worth it

    1
    By Jaygomze
    Price is absurd for a subscription considering the app is as horrible as it is.
  • Lost potential

    2
    By Ousama89
    The app needs to feel more seamless than the web browser. This app is missing so many features it’s like an app stuck in the early 2000s while customers pay a considerable subscription.
  • Bugs

    3
    By Sbrowhmdaov
    Can’t rely on it anymore. Good luck getting help from them. Stock/fund daily price will be different in two separate places. Data will be missing on portfolio view. Think they test in production instead of before.
  • Whats ure credentials.

    1
    By Whatsurepassword
    Asks u to log in every other day pretty much. So if u dont have that memorized then good luck. Whoever created the app is a weeee bit paranoid about security….

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