Morningstar for Investors 4+

Morningstar, Inc.

Designed for iPhone

    • 4.3 • 6.3K Ratings
    • Free
    • Offers In-App Purchases

iPhone Screenshots

Description

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.

TOP FEATURES

* 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.

PRIVACY POLICY: https://members.morningstar.com/memberstpages/PrivacyPolicy.html
TERMS OF USE: https://mobileservice.morningstar.com/service/public/copyright.html

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.

What’s New

Version 5.6.0

Logged in users can now initiate a request for account deletion via the app.

Ratings and Reviews

4.3 out of 5
6.3K Ratings

6.3K Ratings

guesswill ,

Morningstar Premium

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.

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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