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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.

iOS Store Category:

Primary: Finance

Secondary: Business

App Store

Privacy Policy

Total Ratings

7.6K
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540
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610
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1.2K

Screenshots

Morningstar for Investors screenshot 1Morningstar for Investors screenshot 2Morningstar for Investors screenshot 3Morningstar for Investors screenshot 4Morningstar for Investors screenshot 5

Version History

Launched May 06, 2009 (over 11 years ago).

Releasing new versions every 4 months, on average.

Jun 09
2020
(Current)
Version 4.12.0

Tech improvements and bug fixes.

Mar 27
2020
Version 4.11.0

Minor enhancements, tech improvements and bug fixes.

Oct 31
2019
Version 4.10.1

Technical enhancements.

Oct 09
2019
Version 4.10.0

Technical enhancements, minor usability and feature upgrades.
- Introducing in-app purchase capability to subscribe to Morningstar's premium membership
- Minor updates in the stock quotes page

Jun 11
2019
Version 4.9.0

Technical enhancements & bug fixes.

Jan 30
2019
Version 4.8.1

Bug fixes.

Jan 07
2019
Version 4.8.0

Technical enhancements, bug fixes and minor usability improvements.

Jul 13
2018
Version 4.7.3

With this release, company name along with ticker value will get displayed as default on the portfolio grid. Users can change to other viewing options using “Security Name Display Options”.

May 11
2018
Version 4.7.2

The Morningstar for Investors app now includes our proprietary Quantitative Ratings (denoted by Q) for stocks that do not already receive analyst-driven ratings. This update allows users to access Fair Value Estimate, Consider Buy, and Consider Sell prices for thousands more securities!

We’ve also cleaned up the Portfolio screen to improve user reading experience:
• To clean up the Portfolio grid, we will now default to Tickers only. The longer Security Name can still be added back by changing the Security Name Display Options.
• We’ve also adjusted the minimum row height on the Portfolio grid for a more comfortable viewing experience.

Code fix done to ensure that the app does not crash.

Apr 18
2018
Version 4.7.1

Technical Fix: Important crash related fixes.

Apr 17
2018
Version 4.7.0

This is a big update for stock investors! The Morningstar for Investors app now includes our proprietary Quantitative Ratings (denoted by "Q") for stocks that do not already receive analyst-driven ratings. This update allows users to access Fair Value Estimate, Consider Buy, and Consider Sell prices for thousands more securities!

We’ve also cleaned up the Portfolio screen to improve user reading experience:
•To clean up the Portfolio grid, we will now default to Tickers only. The longer Security Name can still be added back by changing the Security Name Display Options.
•We’ve also adjusted the minimum row height on the Portfolio grid for a more comfortable viewing experience.

Feb 01
2018
Version 4.6.3

Thank you for using Morningstar for Investors. We're always working on improvements to better serve you. Get the latest version for all of the available features.

Dec 14
2017
Version 4.6.2

Thank you for using Morningstar for Investors. We're always working on improvements to better serve you. Get the latest version for all of the available features.

Dec 08
2017
Version 4.6.1

- Bug Fixes and Improvements

Dec 08
2017
Version 4.6.0

- Enhancements for the iPhone X
- Bug fixes

Sep 27
2017
Version 4.5.0

iOS 11 compatibility improvements, bug fixes, and performance enhancements

Aug 22
2017
Version 4.4.0

• Based on your feedback, we've made additional changes to the Portfolios & Watchlists screen to show more securities and more data. Don't forget to customize your view (from the 'pencil' icon) to move the data you care about up front and center!
• Fixed a crash on the Quote screen because crashes are not fun for anyone
• Videos will now play in landscape orientation
• Unrealized Gain/Loss has reclaimed it's color coding status based on positive or negative values

Interested in helping us test the app before new features are released? Send a note to iPhoneProductFeedback@morningstar.com and let us know. Thank you for your continued support and feedback!

Aug 10
2017
Version 4.3.0

Introducing column customization for your portfolios and watchlists! You can now add, remove, or rearrange datapoints in your portfolios and watchlists to build the view that best suits your investing needs. Tap the 'pencil' icon and select 'Customize Columns' to get started.

Also in this version:

• Reverted the default view back to the previous version, which includes shares held and star ratings
• Cleaned up some bugs

In response to your feedback, we're preparing another update to show more securities and more data on the screen. We appreciate you providing your opinions and continuously incorporate it into our plans. Keep it coming!

Jul 26
2017
Version 4.2.0

We've rebuilt the portfolio and watchlist screen from the ground up! Your portfolios and watchlists will now load more quickly, scroll more smoothly, and feature a bigger font for improved readability. Leave a review or send us an email (iPhoneProductFeedback@morningstar.com) and let us know what you think!

Stay tuned for our next update that will allow you to customize your view by adding, removing, or rearranging datapoints!

Jul 12
2017
Version 4.1.0

• Fixed a handful of annoying bugs - no more blank screens when trying to view your portfolios!
• The Morningstar Investing Glossary and Data Definitions have made their glorious return - tap on the 'More' tab to view them.
• If you have 'Remember me' checked, you will not be seeing the Sign In screen every time you open the app.

We've got some great improvements to the portfolio screen coming up in the next few updates. Thanks for all of your feedback and please do not hesitate to send us a note with any ideas, suggestions or complaints: iPhoneProductFeedback@morningstar.com

Apr 20
2017
Version 4.0.0

You talked and we listened! This update brings several key improvements to the Morningstar for Investors app:

• Improved performance - we’ve rebuilt the majority of the app from the ground up so it loads quickly and smoothly
• Simplified navigation that includes a tabbed bar along the bottom of the screen and a dropdown menu to help you switch easily between portfolios and watchlists
• A focus on what’s important to YOU: monitoring your investments
• Fixed the bug requiring you to sign out and then sign back in to view all of your portfolios and watchlists

And there's a lot more in progress that we're excited to roll out to you soon! As always, send us an email (smartphone@morningstar.com) and let us know what you think. Your feedback helps shape future improvements.

Dec 29
2015
Version 3.4.1

• Fixed crashing issues for iOS 7 users

Dec 16
2015
Version 3.4.0

• Identify global market trends at-a-glance with the new Morningstar® Global Market Barometer℠
• Bug fixes and enhancements

Jun 29
2015
Version 3.3.0

We’ve been reading every piece of feedback you've given us, and it's clear that performance is your top concern. As a result, this update is a step toward providing faster load times and a quicker overall experience. Thank you for your support and please let us know what you think through the App Store or by emailing us at smartphone@morningstar.com.

Additionally, we’ve enhanced the Morningstar Market Barometer in our Apple Watch app. You can now tap on each box to reveal its equity style and current performance.

Apr 27
2015
Version 3.2.0

Now supporting the Apple Watch:

• Check on U.S. market conditions quickly through the Morningstar Market Barometer
• Scan market-moving headlines curated by our editors
• Review today's biggest gainers, losers, and most active securities
• Check in on Asian, European, and Canadian markets

Now optimized for the iPhone 6 and 6 Plus.

Sep 29
2014
Version 3.1.0

• Load your portfolios twice as quickly with the reconstructed snapshot view
• Improved readability with bolder fonts across the app
• New data strip at the top of snapshot view that prominently showcases your portfolio total value and day change
• Help screen to highlight the new features of portfolio snapshot
• Smooth scrolling of portfolio data

Jul 16
2014
Version 3.0.1

• Watchlist total value and day change ($ and %)
• Sort your holdings by market value and percent change
• Bug fixes

Jun 30
2014
Version 3.0.0

•Complete app redesign for enhanced performance, stability, and usability
•Portfolio Snapshot view
•Embedded videos
•Expanded global list of market indexes
•Canadian-specific editorial, premium content, and login
•Adjustable text size
•Social sharing for news and articles

Oct 29
2012
Version 2.6

★ Full compatibility with iPhone5 and iOS6
★ Minor bug fixes and stability enhancements

Sep 30
2012
Version 2.5

- Support for new iPhone5 screen resolution (1136x640)
- Full compatibility with iOS 6.0
- Fixed app crash in Markets
- Minor bug fixes and stability enhancements

Jul 20
2012
Version 2.4

* Full compatibility with iOS 5.1.1
* Fixed horizontal orientation bug reported by some customers
* UI and Performance enhancements

Jun 14
2012
Version 2.3

* Added new Morningstar Global Fund Ratings for Open-end mutual funds: Gold, Silver, Bronze, Neutral, or Negative
* Added five new Morningstar Pillars sections for Open-end mutual funds: Process, Performance,People, Parent, and Price (Premium content)
* Security updates for registered users
* Performance improvements
* Minor bug fixes and stability enhancements

Oct 10
2011
Version 2.2

* Performance enhancements
* Updated high-resolution images
* Minor bug fixes
* Improved Premium content
* Support for iOS5

Dec 02
2010
Version 2.1

Fully compatible with iPhone 4, Morningstar’s Mobile app now boasts new data points for stocks, mutual funds, ETFs and CEFs.
You’ll notice improved performance and usability. Search for investments faster, and see more news and articles from a variety of sources.
Plus, you can segment US and Canadian holdings with your Watch Lists.

Dec 04
2009
Version 2.0

The latest Morningstar Mobile application offers enhanced features to help you track your investments and stay on top of the markets. Get our take on stocks, mutual funds, and exchange-traded funds—right on your iPhone or iPod Touch.

NEW! Morningstar Mobile now lets you:

• Sync to your Morningstar.com portfolios and watch lists
• Create and edit Morningstar.com watch lists
• View performance charts for stocks, funds, ETFs and Indexes
• Access the Morningstar Market Barometer and data on each of the Morningstar categories
• Track the market indexes with up-to-date news and listings of gainers, losers, and actives
• Log in for Premium Analyst Research
• Research Canadian securities

Plus, enjoy these same great features:

• Obtain real-time quotes
• Search for companies and tickers
• Get investing ideas
• View Morningstar Ratings

May 06
2009
Version 1.0

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