Morningstar Investor 4+

Name: Morningstar Investor
Rating: 4 (6944 reviews)
Author: Morningstar, Inc.

Morningstar, Inc.

Разработано для iPad

- 4,0 • Оценок: 6,9 тыс.

- Бесплатно
- Включает встроенные покупки

Описание

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.

28 окт. 2024 г.

Версия 7.1.0

With this release, you can enjoy a seamless experience regardless of your device. Quote pages along with Portfolios and Watchlists created for Morningstar Investor look great on iPad's large screens. The universal app now includes a portfolio totals row for specific data columns. Stay tuned for several other new enhancements and fixes.

4,0 из 5

Оценок: 6,9 тыс.

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.

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!

Hello. Thanks for writing to us, and appreciate the feedback!

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.

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!

Разработчик Morningstar, Inc. указал, что в соответствии с политикой конфиденциальности приложения данные могут обрабатываться так, как описано ниже. Подробные сведения доступны в политике конфиденциальности разработчика.