Morningstar Investor

Morningstar, Inc.

In-app purchases

About this app

Since 1984, Morningstar has served investors with the resources they need to make sound financial decisions. Now you can experience the best of our flagship website with Morningstar Investor’s companion app.

Morningstar Investor helps you refine your investing strategy and maximize your returns with our expert analysis and tools. Monitor the markets, access comprehensive investment data covering stocks, funds, ETFs, and CEFs, track your portfolio, and get ahead with the latest commentary, news, and analysis.

Users who are registered with Morningstar Investor and Morningstar.com can log in to the mobile app to get seamless access to existing accounts.

TOP FEATURES
* Tools to monitor your portfolio, search for securities, and add securities to watchlists
* Access to comprehensive data alongside our independent analysis and ratings, such as the Morningstar Rating for Stocks, Morningstar Economic Moat Rating, and Morningstar Medalist Rating for funds
* Current global market barometers and index performance
* Real-time security quotes
* Top 10 gainers, losers, and most active securities

PRIVACY POLICY: https://members.morningstar.com/memberstpages/PrivacyPolicy.html

TERMS OF USE: https://smartphone.morningstar.com/service_p2/public/copyright.html

ABOUT MORNINGSTAR, INC.
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $294 billion in AUMA as of March 31, 2024. The Company operates through wholly- or majority-owned subsidiaries in 32 countries. For more information, visit https://www.morningstar.com/company/about-us.

Ratings and reviews

5-star up from 3-star. Initially, the app would not recognize my membership when researching stock information. One email to the support desk and I'm up and running again. Thanks! Great customer support. The app runs well though transitions are somewhat clunky. That's to be expected of a progressive web app. Solid content and easy to navigate.

One star is one too many. This app doesn't work, at least on my Android 12 system phone. And what I get on the website is almost useless. Apparently you have to get the Advisor subscription and use a computer to get a usable app. Will probably cancel subscription. Too bad. I long for the good old days when I could go to the library and look at print.

Do not buy! $35 per month for premium account. Neither the desktop account aggregation nor this app work. Blank screen in the app. 2/3 of my investments can't be aggregated in the desktop interface. Given this is the benchmark for data, the quality of the interfaces should equal the cost. Apparently they scrimped on quality IT support. Welp, I can still see my aggregated investments on Yodlee even though I can't get the Morningstar information.

What’s new

Technical Enhancements & Bug Fixes