Morningstar App – Morningstar for Investors Review

I use the app. daily. Still have trouble switching between portfolios. I have 2 portfolios loaded, Joe & Jeanne. As long as I stay in the Portfolio mode, I can switch back and forth between portfolios as often as I want. But if I leave the portfolio mode, when I come back to it you can or longer switch between portfolios. If I was viewing the Joe Portfolio when I left the Portfolio mode, then I will return to the Joe Portfolio when I go back to the Portfolio mode, but I can’t switch to my Jeanne Portfolio. If I was viewing the Jeanne Portfolio when I left the Portfolio mode, then I will return to the Jeanne Portfolio. I can then switch to Joe Portfolio, but once I do, I cannot go back to Jeanne. I can always get Joe Portfolio, but not Jeanne. It seems my Joe Portfolio is always favored. I talked to one of the programmers but he said he couldn’t duplicate my situation. I didn’t want to let him use my password so he could not help. We used to have this problem on our iPad as well as my iPhone, but I loaded the latest MS app for the iPad and the problem went away. I reloaded the app to my iPhone, but the problem is still there. I keep waiting for the next update to the iPhone app, hoping someone may accidentally fix the problem. Joe Paluga
Review by JP244 on Morningstar for Investors.