Morningstar for iPad

Morningstar for iPad

by Morningstar, Inc.

8.6K ratings
128 reviews
Free
In-App Purchases

Details

  • Released
  • Updated
  • September 16, 2013
  • August 28, 2025

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

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What's New in Morningstar for iPad

3.15.2

August 28, 2025

Technical enhancements and bug fixes.

Subscription plans

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

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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Can’t login

No matter what, every time I try to login to my account via the app, I get the error that my credentials aren’t valid yet I can successfully login to the Morningstar website.

Clicking the “App Support”button in the App Store takes you to the nonexistent website socialize.morningstar.com/feedback/feedbackform.asp
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Terrible App- 0 stars

This app just doesn’t work. Did not recognize my credentials and no way to even try correcting them. Deleted the app.

Peggy’s Watchlist

Doesn’t allow me to enter my own watchlists.
I see no option to add my watchlists!!
What am I missing?

Changes

Too many changes making mutual fund analysis more difficult. Used to be able to use tool to sort by multi year return vs category above or below, etc seems like it is being dumbed down.

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.