Since 1984, Morningstar has served investors with the resources they need to make sound financial decisions. Now you can experience the best from our flagship website with Morningstar for Investors app - monitor the markets, track your portfolio, research securities, and more.
Morningstar for Investors app gives you access to comprehensive investment data covering stocks, mutual funds, ETFs, and CEFs plus personalized portfolio tracking tools and the latest commentary, news and videos.
Users who are registered with our website can log in to the app to get seamless access to existing accounts.
* Award-winning analyst research, investment commentary, and videos
* Current global market barometers and index performance
* Real-time security quotes
* Top 10 gainers, losers, and most active securities
* Portfolio monitoring tools
* Curated news and research pertaining to your investment interests
* Premium data and analysis (Premium Membership required)
MORNINGSTAR PREMIUM MEMBERSHIP
Your membership INCLUDES access to Morningstar's Premium resources and will be automatically renewed until canceled.
* Monthly subscription: $29.99
* Annual subscription: $199.99
* Payment will be charged to iTunes Account at confirmation of purchase.
* Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period.
* Account will be charged for renewal within 24-hours prior to the end of the current period, and identify the cost of the renewal.
* Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user's Account Settings after purchase.
* No cancellation of the current subscription is allowed during active subscription period.
ABOUT MORNINGSTAR, INC.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.
User session extended to 7 days with this release.
Ratings and Reviews
Sadly, Morningstar has SIGNIFICANTLY decreased the content of their Premier application (not to be confused:This is the name of the product—it is certainly not a “premier” product. )
This is not unprecedented at Morningstar! In 30 years of dealing with them, I have yet to see an improvement without a significant price increase AND if a price remains stable, you will find there is less and less information available.
Morningstar was once a resource for professionals. As the internet improved, they attempted to capture more income by creating products that were for the “independent” investor. In the last couple of years, they have reduced the abilities of Premier. To recover those abilities, individuals would have to step up to professional products. Those products are massive overkill for the individual investor as they are designed for planning for, and following portfolios, of client bases.
Interestingly, Premier has no real expense to Morningstar—it is simply a distillation of information they must maintain for their professional products. Everyone is, it seems, paying Morningstar (Broker/Dealers, RIA’s, IARs, individual brokers, ADVERTISERS........, and individual investors). At present, they have very little competition.
Excellent Investment App
Morningstar (M) packs a lot of customizable data for summary viewing. My main portfolio table has about 10 Headings with key data on each of my holdings. The main headings are Dividend Yield, Fair Value (FV) and the % of Fair Value at the current price. I can quickly look at this table and see what stocks are near FV which suggests divestment.
One caution is that if you look at their Fair Values vs actual price for 10 or more years (which is one of many choices M offers) they often correlate on a lag basis. So they seem to be “late to the party” when a stock declines significantly, and then slow on the uptake if it gains value back. That’s not all bad as they want to be fairly certain before making a change in FV, which is a good thing.
Overall, there is much more to like about M than not. Their Bull and Bear rationale for each stock is a notable plus as it shows the breadth of their overall analysis of each stock they rate. Good luck with your Investing!
Developer Response ,
Hello. Thanks for writing to us, and appreciate the feedback!
Room for improvement
I have a premium account, and while a new subscriber, I use Morningstar data extensively. The portfolio tracking feature is nice on the iPhone, and I especially like that I can also follow the same portfolio on my iPad (which you can't do with Apple's default Stocks app, because it doesn't exist for the iPad).
Sometime the portfolio view acts a little buggy. Sometimes it won't let me scroll up the page, initiating a page refresh (even if it just refreshed) rather than scrolling. After the refresh it starts working okay for a little bit. It's annoying, but it's manageable.
However, I really wish the iPhone app had all the financial data (10 yr history, key ratios, etc) that the website does. The iPad app comes closer, but really, I just end up using the website on both devices when I need full access to the financial data.
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
- Usage Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
- Morningstar, Inc.
- 40 MB
- Requires iOS 12.0 or later.
- iPod touch
- Requires iOS 12.0 or later.
- Requires macOS 11.0 or later and a Mac with Apple M1 chip.
- Age Rating
- © 2018 Morningstar, Inc.
- In-App Purchases
- 14 Days Free Then Monthly $29.99
- 14 Days Free Then Annually $199.99
With Family Sharing set up, up to six family members can use this app.