Morningstar for Investors Reviews

Individual investor

f.u.a

The worst. Why can’t I have the same layout as on my computer Systems people can’t leave well enough alone. I will probably after 10 years drop my subscription.

I’d rate zero if I could...

4th and 26

The old desktop version, which is still available via the iPad app, is far superior. The new mobile website and iPhone app is unusable garbage.

Operation and aesthetics

Sundance 2

Works great on my large iPad looks Fantastic to

Helpful tracking of custom portfolio daily performance, but does not take simple steps of allowing tracking over time or comparing to benchmarks- basic Morningstar techniques. E mail updates are truly poor- M* should be embarrassed to send

Missing many of the video reports

klfinance

Why are so few of the video reports that are available on the website not offered on the iPhone App?

Almost perfect

surfboy11

Thanks for the recent update, which is now optimized for larger screens. Overall, Really like the simplicity and clean, modern look of the UI/UX. On that front it beats out a lot of other market-focused competitors. Still hoping that at some point I can edit my portfolios in the app without having to switch over to the website. Keep up the good work!

Improve identification of holdings

pothageras

I look at my Vanguard portfolio daily. Since all my holdings are Vanguard it doesn’t tell me much in the description line uses the whole word “Vanguard”. Can’t you abbreviate the mutual fund name so I can see what my holdings are?

4 and 5 star buys for mobile app

Nalley balls

That should be included on the app, I use my phone more than my I pad.

No Screeners on this App

JL'r

This app has no premium features for paying customers. You can’t access the stock screener or fund screener. Please make this a more robust tool so I don’t have to sign on to the mobile website, which is also an embarrassment because the premium fund screener isn’t properly responsive for mobile, so you can’t view your results once you put in screen parameters. The button doesn’t show on a mobile screen. Please upgrade the app with all or most of the features from your website, specifically the Premium Screener tools. Thank you

Morningstar for Investors Reviews – Page 2