Morningstar for Investors App Positive ReviewsMorningstar, Inc.

Morningstar For Investors Positive Reviews

4.0
4.06147 star

Total 12 Positive Reviews

Morningstar for Investors App User Positive Comments 2024

Morningstar for Investors app received 12 positive comments and reviews by users. Can you share your positive thoughts about morningstar for investors?

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Morningstar for Investors for Positive User Reviews

Greatly improved and much easier to navigateOriginally I rated it one star: "The app is clunky and difficult to navigate. I love Morningstar, but their app is pretty much useless. I just use their mobile website instead." Updated: The app is greatly improved and has most of the more useful information carried by its full web site. Easy to look up securities and add to a watch list. Easy to check your portfolio and read current articles. It doesn't have everything the full site offers, but it has a lot of what people would look for when on the go. Nice work!.Version: 4.4.0

Annoying sign in every timeThe new mobile app now requires the user sign in AND authorize Morningstar to share user information with others. Presumably this is Morningstar’s answer to Apple’s opt-out of sharing data function but it is infuriating and I already paid for premium so what option do I have? Don’t agree to the sharing and then not be able to use what I paid for? Morningstar, please correct this annoying and heavy handed change to what was a 5 star app. Update - 1 day after submitting my comment I received a reply that the app was updated and the annoying repeated sign in requirement was fixed. 5 stars!.Version: 5.1.0

Excellent Investment AppMorningstar (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!.Version: 4.10.1

The Best!Of all the places I’ve used over the years, this has been the absolute best site and now app, ever! You have access to every bit of information you could ever need and then some. The added benefit is that they figured out how to display this massive amount of info in a nice and organized way onto a small screen. I pay for only two services; Morningstar and Zack’s. My brokerage (Firstrade) actually uses Morningstar for their research also. So that’s a huge benefit to me..Version: 4.7.3

Morningstar AppAlthough I pay $249/year for your premium service, I don’t have it on my phone app. I do have premium service on my computer. Also, I can’t seem to be able to find a phone number to contact anyone about it. Is it time for me to look for another company? Joe Paluga.Version: 5.8.0

Morningstar PremiumSadly, 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..Version: 4.10.1

Sign in (was) a Pain!Before: Having to sign in each time I jump in & out of MS has become such a pain that I use Other sites instead to get market/portfolio info. PLEASE lengthen the time between required sign ins or at least provide a way to do touch passwords. And now an update: Thank you for your great response MS & Apple!! The 23 hours before requiring another sign-in is just perfect. Great customer service!.Version: 5.1.0

Updated and AwesomeThe previous application was highly restrictive, Low on customization, and difficult to see all that I wanted to see. I was off and open the app and mess around with it for a little while then just close it and go to the website. The new app is extremely customizable very clean and sleek, and shows me all the relevant information in the way that I want to see it with the depth that I want. Thank you MorningStar.Version: 4.7.3

100% Must BuyI consider the money I pay for this app to be an absolutely necessary fee on my investments. Get the trial and check out the Analysis for all of your stocks. I hand calculated a few fair value estimates to test their math and I was within a few percent of their answer. With their in depth analysis their math (and vision) is far better than mine I think. Their website has more features..Version: 4.12.0

Great all aroundVery easy and simplistic app that gives you all the information you need. Their equity style box is a nice way to see a simple snap shot of the market. You have access to stock’s rating as well as various new articles. The only thing I wish they would add are widgets for iOS so I could see the equity style box when ever I open my phone. That would be a great addition..Version: 5.4.0

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 😍 ‼️.Version: 4.7.2

Mobile portfolio appI am a new premium customer and I love the mobile portfolio app. It even provides the updates of the value of my individual stocks in dollars . This does not happen on my desktop portfolio tracker. That causes me to use the old yahoo portfolio on my desktop. Please update the desktop tracker to show the dollar value throughout the day..Version: 4.9.0


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