For millions of investors, Morningstar.com is the first choice for independent investment research and insights. Now you can experience the best of our flagship website on your iPhone. Our app gives investors access to comprehensive investment data covering stocks, mutual funds, ETFs, and CEFs plus personalized portfolio tracking tools and the latest news and videos.
CURRENT MORNINGSTAR.COM BASIC AND PREMIUM MEMBERS can log into the app to get seamless access to existing accounts. New users can create an account to monitor their portfolios and watchlists.
•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)
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.
Ratings and Reviews
I use the app. daily. Still have trouble switching between portfolios. I have 2 portfolios loaded, Joe & Jeanne. As long as I stay in the Portfolio mode, I can switch back and forth between portfolios as often as I want. But if I leave the portfolio mode, when I come back to it you can or longer switch between portfolios. If I was viewing the Joe Portfolio when I left the Portfolio mode, then I will return to the Joe Portfolio when I go back to the Portfolio mode, but I can’t switch to my Jeanne Portfolio.
If I was viewing the Jeanne Portfolio when I left the Portfolio mode, then I will return to the Jeanne Portfolio. I can then switch to Joe Portfolio, but once I do, I cannot go back to Jeanne. I can always get Joe Portfolio, but not Jeanne. It seems my Joe Portfolio is always favored. I talked to one of the programmers but he said he couldn’t duplicate my situation. I didn’t want to let him use my password so he could not help.
We used to have this problem on our iPad as well as my iPhone, but I loaded the latest MS app for the iPad and the problem went away. I reloaded the app to my iPhone, but the problem is still there.
I keep waiting for the next update to the iPhone app, hoping someone may accidentally fix the problem.
Developer Response ,
Thanks for your feedback and I am sorry to hear about the inconvenience caused! Could you please drop a note to email@example.com so we could connect with you to further understand the impediment? I see you are using v4.8.1 which should have fixed this problem.
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.
Great App for viewing all of your investments at once!
Morningstar is one of the most useful financial apps ever! Once you enter the market symbol of all of your investments and the price at purchase (including entering the purchase price again each time you buy the same stock you already own), you’re done. This app keeps track of all of the markets’ minute-by-minute fluctuations and by simply pulling down on the screen and releasing it, updates the current market values. You can add any investment you own as long as it has a symbol associated with any of the world’s markets. I use it many times a day just to “check in” to see what’s happening in the broad financial markets as well as my own investments. You’ll love it 😍 ‼️
Developer Response ,
Hi. Thanks for your vote of confidence. We are glad to hear that you find the app useful.
With Family Sharing set up, up to six family members can use this app.