Morningstar for iPad

Morningstar for iPad

by Morningstar, Inc.

8.9K ratings
132 reviews
Free
In-App Purchases

Details

Released
September 16, 2013
Updated
September 8, 2026

Features

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About

Access comprehensive investment data for stocks, funds, and ETFs. Monitor markets, track your portfolio with advanced analysis tools, and research securities. Registered users can log in to manage existing accounts seamlessly.

✓Portfolio and watchlist monitoring
✓Security research and data
✓Market performance tracking
✓Analyst reports and videos
✓Portfolio X-Ray analysis
✓Customizable snapshot dashboard
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What users say about Morningstar for iPad

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What's New in Morningstar for iPad

3.15.3

September 8, 2026

Technical enhancements and bug fixes.

2

Subscriptions & In-App Purchases

Morningstar Premium Membership

Full access to thousands of independent Analyst Reports and key indicators, such as Fair Value Estimate and Consider Buying and Consider Selling prices.

$34.991 Month
7 Days trial
How to cancel Morningstar for iPad subscription ⁉️

User reviews

It won’t show portfolios

It often just shows a white screen and I have to use phone

Extremely limited iPad app

Although the company Morningstar is great, the current iPad app is terrible. Might as well be from the 1990s. The screen orientation is not available in the vertical mode, and even in landscape mode, the bottom of the screen is cut off. Far too basic an app for an expensive membership.

Thoroughly Confused New Premium Member

I just enrolled as a premium member and am not seeing the ability to link to my Schwab or other brokerage accounts. It is not intuitive at all and seems antiquated. I researched the steps to link my accounts and am not finding what they are describing for IPad users. What am I missing? Tick tock on my trial period if I cannot resolve this.
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Terrible UI

You’d expect when paying for yearly subscriptions that the app would be useful. This is a terrible app

Still a failure of programming on the iPad app.

The app fails to update my portfolio on a nightly basis, so it might show my S&P 500 fund down one percent, when it actually went up one percent. I’ve gone back and forth with their tech support for months, and they seem clueless on finding the issue. I’m using an iPad. It shows up correctly on my iPhone, and on the web site itself. I’ve pointed all this out, but the Morningstar techs either can’t figure it out, or just don’t care.
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Developer apps

User experience

🐞

Reported Bugs

3 issues

Portfolio data not loading correctly

Bug

Videos and commentary not updating in a timely manner

Bug

Inconsistent performance across devices

Bug
✨

Requested Features

3 requests

Global stock search and research capabilities

Feature

Seamless sync between app and website

Feature

Search by ratings/analyst recommendations

Feature

FAQ

What does the Morningstar for iPad app do?

This app provides investors with comprehensive investment data for stocks, mutual funds, ETFs, and CEFs. It allows users to monitor markets, track their portfolios with personalized tools, research securities, and access the latest financial commentary, news, and videos.

What are the key features of the app?

Key features include syncing with your Morningstar account, creating and monitoring portfolios and watchlists, analyzing holdings with Portfolio X-Ray, customizing your portfolio snapshot screen, watching analyst videos, monitoring market performance, accessing analyst reports and proprietary data, and viewing performance charts for various securities.

Is the app free to use?

The app offers free registration to unlock portfolio management tools. However, a Morningstar Premium Membership is available for purchase, which provides full access to thousands of independent Analyst Reports and key indicators like Fair Value Estimate, offering more in-depth analytics and research.

What kind of investment data does the app cover?

The app covers comprehensive investment data for stocks, mutual funds, exchange-traded funds (ETFs), and closed-end funds (CEFs). Users can find current quotes on thousands of securities and view performance charts for these asset types.

How can I manage my existing Morningstar accounts?

Users who are already registered with the Morningstar website can log in to the app using their existing credentials. This provides seamless access to their existing accounts and allows them to manage their portfolios and watchlists directly within the app.