Morningstar for Investors 4+

Morningstar, Inc.

Designed for iPhone

    • 4.1 • 6.8K Ratings
    • Free
    • Offers In-App Purchases

iPhone Screenshots


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. Monitor the markets, track your portfolio, research securities, and more.

Morningstar for Investors gives you access to comprehensive investment data covering stocks, funds, ETFs, and CEFs, plus personalized portfolio tracking tools and the latest commentary, news, and videos.

Users who are registered with Morningstar Investor 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)
Your membership INCLUDES access to Morningstar's Premium resources and will be automatically renewed until cancelled.
* 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.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. 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 $253 billion in assets under advisement and management as of June 30, 2022. The Company has operations in 29 countries.

What’s New

Version 6.2.0

Technical enhancements and bug fixes

Ratings and Reviews

4.1 out of 5
6.8K Ratings

6.8K Ratings

JEJ291 ,

Pretty good but could (hopefully will) be better

I’ve had this App for about 2 months now and have enjoyed it. I have the yearly premium membership and have found the content more useful than other sources. I really like the longer past horizon on financials that let me see performance pre Covid. If they build in much of the functionality that’s included in the normal web version it will be better. In particular the stock screening capability. Additionally I like the news articles which tend to be more varied and focused on financials versus apps like Yahoo Finance and Apple that inject left leaning politics. These articles tend to just focus on financials and the facts and any political discussion is in relation to financial impact and not just the authors personal views. I would recommend the premium version and also this App. Morningstar please make it even better.

playon3 ,

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!

Dr DSS ,

Getting Better.

April 2022: I love MorningStar. The iPhone app, not so much. 3 Stars is generous. Supposedly there’s a beta version coming. The beta version apparently can look at your actual portfolio, so that it can be better analyzed. I’m still waiting. From what I’ve seen of Beta, this will be five stars. We will see.
2019 Nov: I was asked if I liked the changes. I hadn’t noticed any. No longer freezes as in 2015. Can’t compare funds and still no portfolio analysis. I don’t need a diagram. Otherwise very useful. Jan 2015 and still freezes often. Delete & reinstall again Dec 2014. Freezes often. it does load faster but the information in the watchlists that I have created is not there. MS said they standardized the information so that it would load quicker. I would rather have the information. Not sure why we can't have both though. Add portfolio analysis. MS iPad has it. I can get it on the website of my iPhone for Vanguard and for MorningStar. I contacted support without any meaningful response.

Developer Response ,

Thanks for your feedback! We've made a lot of changes to the iPhone app over the past few years to make the app faster and important data easier to find. We also have an iPad app available now. Please take a look and let us know what you think!

App Privacy

The developer, Morningstar, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Contact Info
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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