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
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.
New Display Isn't User Friendly on iPhone
While I appreciate Morningstar's effort to upgrade, I really liked the look of the former version. My chief irritation with this new interface is the last three columns on the right:
1. Revenue Trailing 12 months - to what use?
2. Consider buying price - don't care
3. Consider selling price - " "
I'd rather have a quick view of Shares Held, Total YTD, Rank in Category, and Stars. Also, could you switch the Unrealized Gain/Loss columns so that the $ amount is to the left of the % amount?
Thanks for providing a great tool for the private investor, Morningstar. I use my mobile app every day. 🤑
I've raised my rating to 4 Stars since Morningstar has added the ability to customize the columns displayed.
A major improvement, thank you! 👍🏼
Now would you please consider one more modification? Could all the $ columns be in green font and the % columns stay in black? Also, could you BOLD the Total Market Value column? Doing that would help set it apart from all the rest.
Nice work, Morningstar!!
Developer Response ,
Hi Heather - thanks for following up!
With Family Sharing set up, up to six family members can use this app.