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 iPad 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.
•Sync to your Morningstar account
•Create, modify, and monitor portfolios and watchlists
•Analyze your holdings with Morningstar Portfolio X-Ray Overview
•Customize your portfolio Snapshot screen
•Watch the latest Morningstar analyst videos
•Monitor market performance
•Tap into Morningstar's coveted Analyst Reports and proprietary data and ratings
•See trends with straightforward performance charts for stocks, mutual funds, exchange-traded funds, and closed-end funds
•Find current quotes on thousands of securities
REGISTER FOR FREE to unlock Morningstar's portfolio-management tools:
•Customize your Snapshot dashboard by choosing from 200+ data fields.
•Evaluate portfolio health with Portfolio X-Ray to pinpoint weaknesses and build a stronger investment mix.
•Get the latest news, videos, data, and Morningstar commentary—automatically organized to highlight items relevant to your portfolio and watchlist.
ABOUT MORNINGSTAR PREMIUM MEMBERSHIP
Gain full access to thousands of independent Analyst Reports and key indicators, such as Fair Value Estimate and Consider Buying and Consider Selling prices, so you can make informed investment decisions. Morningstar Premium Membership provides the straightforward commentary and powerful analytics you need to evaluate your current portfolio, uncover quality securities to meet your financial goals, and confidently build a solid investment plan, no matter where you are in life. With desktop, smartphone, and iPad solutions, you can now seamlessly manage your investment success anytime, anywhere.
PREMIUM MEMBERSHIP OPTIONS
Your membership INCLUDES access to Morningstar's Premium resources and will be automatically renewed until canceled.
- 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.
Crash fixes and technical enhancements.
Ratings and Reviews
Use it Daily
There are quite a few good financial web sites but I always include Morningstar when I'm researching any current or potential investment. I also use the portfolio trackers for my investments and have one set up to keep my eye on potential stocks I'm considering. I will give one warning after using this service for many years - be wary when a Morningstar analyst is way outside the consensus ballpark on a Fair Value estimates. More than once I've gotten burned trusting their opinion only to have their FV adjusted downwards very substantially - very suddenly.
No sound on my iPad speakers from your app
About a month after I signed up for my premium membership, all the sound on your videos, etc. on your app quit for no reason I could find. The first customer service rep I called also saw that her iPad exhibited the same problem during my call and referred the problem to your technical staff. Interestingly, the sound did play on my headphones, Bluetooth and hard-wired, but no sound comes through the speakers, which do work.
Over the last two months, I have called your customer service staff several times about this continuing problem. They have all told me generally the same thing, ‘we’ll have to elevate this’ and ‘we’ll get back to you about this,’ though one rep did tell me to use my headphones in the meantime. In all this time, to my knowledge your staff has NEVER sent me response. I called Apple tech support last week. After a brief investigation they said the fault was with your app, not my iPad.
Your app is supposed to work. If you’re not willing to even follow up with me, let alone fix the problem, what do I need with your app, or your service? I’m about ready to cancel my account.
Developer Response ,
Hello. We have deployed a version upgrade that should fix the sound issue when playing videos; request you to upgrade to v2.0.0. Again, we apologize for the inconvenience caused and thank you for your feedback.
Hi. We apologize for inconvenience caused. I 'll forward this to the app development team for further analysis. Also, did you happen to try delete and reinstall the app? Thanks.
Good Content, Poor Technology
Morningstar has good, independent investment analysis on a huge number of companies and funds, as well as some useful portfolio analysis tools and a few columnists that are occasionally insightful. A lot of the content is available through the app, though there are a few things that are not (e.g., customized portfolio views). However, the app has a lot of technical bugs that detract from the experience. M*’s firewall is extremely hyperactive and will often interrupt activity or require multiple sign-ins within a few minutes. The app crashes a lot, and at times certain information is unavailable. Generally, M*’s research is useful but it’s delivery of customer experience is poor. And if you ask for help or point out issues, it’s been my experience they will invariably deny you’re experiencing what you’re experiencing, which is always a sign of a company that is challenged to deliver user-friendly technology.
Developer Response ,
Hello Dear User, hope you are on latest version of the app. Crashes have been fixed and fix for frequent login is on its way. Stay connected
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
- Morningstar, Inc.
- 64.2 MB
- Requires iPadOS 11.0 or later.
- Requires macOS 11.0 or later and a Mac with Apple M1 chip.
- Age Rating
- © 2019 Morningstar, Inc.
- In-App Purchases
- Morningstar Premium Membership $29.99
- Morningstar Premium Membership $199.99
With Family Sharing set up, up to six family members can use this app.