# Morningstar for iPad

> Investment research and portfolio tracking for stocks, mutual funds, and ETFs. (iPhone/iPad app by Morningstar, Inc..)

- Source: https://appshunter.io/ios/app/morningstar-for-ipad/id676373222 (this page in markdown: same URL + `.md`)
- Developer: [Morningstar, Inc.](https://appshunter.io/developer/310716166)
- Category: Finance, Business
- Price: Free with in-app purchases
- Rating: 4.50/5 from 8,878 App Store ratings · 129 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.6 · 43 MB
- Languages: American English
- Released: 2013-09-16
- Data updated: 2026-09-08
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/morningstar-for-ipad/id676373222/reviews.md

## What is Morningstar for iPad?

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 iPad 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:

•Sync to your Morningstar account
•Create, modify, and monitor portfolios and watchlists
•Analyze your holdings with Morningstar Portfolio X-Ray Overview
•Customize your portfolio Snapshot screen
•Watch the latest Morningstar analyst videos
•Monitor market performance
•Tap into Morningstar's coveted Analyst Reports and proprietary data and ratings
•See trends with straightforward performance charts for stocks, mutual funds, exchange-traded funds, and closed-end funds
•Find current quotes on thousands of securities

REGISTER FOR FREE to unlock Morningstar's portfolio-management tools:
•Customize your Snapshot dashboard by choosing from 200+ data fields.
•Evaluate portfolio health with Portfolio X-Ray to pinpoint weaknesses and build a stronger investment mix.
•Get the latest news, videos, data, and Morningstar commentary—automatically organized to highlight items relevant to your portfolio and watchlist. 

ABOUT MORNINGSTAR PREMIUM MEMBERSHIP
Gain full access to thousands of independent Analyst Reports and key indicators, such as Fair Value Estimate and Consider Buying and Consider Selling prices, so you can make informed investment decisions. Morningstar Premium Membership provides the straightforward commentary and powerful analytics you need to evaluate your current portfolio, uncover quality securities to meet your financial goals, and confidently build a solid investment plan, no matter where you are in life. With desktop, smartphone, and iPad solutions, you can now seamlessly manage your investment success anytime, anywhere. 

Your membership INCLUDES access to Morningstar's Premium resources and will be automatically renewed until canceled. 
- 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://mobileservice.morningstar.com/service_p2/public/privacy_policy.html

Terms of Use
https://mobileservice.morningstar.com/service_p2/public/terms-of-use.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.

## Key features

- Portfolio and watchlist monitoring
- Security research and data
- Market performance tracking
- Analyst reports and videos
- Portfolio X-Ray analysis
- Customizable snapshot dashboard

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Morningstar Premium Membership | $34.99 | per month |
| Morningstar Premium Membership | $249.99 | per year |


## What do users think of Morningstar for iPad?

Overall sentiment: negative

**Pros**

- 💻 Great investment research platform
- 📊 Valuable for investment analysis and decision-making
- 🔍 Thorough stock and fund research

**Cons**

- 🐛 Frequent login issues and app crashes
- 🔒 Premium subscription not recognized in app
- 📱 Poor iPad app experience, limited functionality
- 🕰️ Outdated user interface, needs modernization

**Commonly reported bugs**

- Portfolio data not loading correctly
- Videos and commentary not updating in a timely manner
- Inconsistent performance across devices

**Most requested features**

- Global stock search and research capabilities
- Seamless sync between app and website
- Search by ratings/analyst recommendations

## Recent user reviews (10 of 129)

All indexed reviews: https://appshunter.io/ios/app/morningstar-for-ipad/id676373222/reviews.md

### 1/5 — Terrible UI

*2026-08-15, version 3.15.2*

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

### 1/5 — Still a failure of programming on the iPad app.

*2026-06-19, version 3.15.2*

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.

### 1/5 — Can’t login

*2026-05-27, version 3.15.2*

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

### 1/5 — Terrible App- 0 stars

*2026-05-13, version 3.15.2*

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

### 1/5 — Peggy’s Watchlist

*2026-02-02, version 3.15.2*

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

### 3/5 — Changes

*2026-01-24, version 3.15.2*

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.

### 5/5 — Morningstar best source of equity and bond research

*2026-01-14, version 3.15.2*

The best investment guide ever

### 1/5 — Can’t login with Morningstar account

*2025-11-09, version 3.15.2*

I can connect my account on my phone with Morningstar Investor, but this app for iPad says credentials don’t match.

### 1/5 — Unable to access my account

*2025-11-08, version 3.15.2*

I have an active subscription, but when using the iPad version it does not allow logins. 

Multiple prompts for use,name password and then signin optionis displayed again. 

Fortunately the web version still works. Hope they can fix this.

### 2/5 — Bugs

*2025-10-29, version 3.15.2*

App. has gotten very buggy and can’t rely on it anymore.  Too bad because it used to be good.

## Frequently asked questions about Morningstar for iPad

### 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.

## Version history (last 5 releases)

### 3.15.3 — 2026-09-08

Technical enhancements and bug fixes.

### 3.15.2 — 2025-08-28

Technical enhancements and bug fixes.

### 3.15.1 — 2025-07-07

Technical Enhancements and Bug Fixes.

### 3.15.0 — 2025-05-27

Technical enhancements and bug fixes

### 3.14.0 — 2025-02-10

Technical enhancements and bug fixes

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## More apps by Morningstar, Inc.

- [Morningstar Investor](https://appshunter.io/ios/app/morningstar-investor/id310716163)
- [Morningstar for Advisors](https://appshunter.io/ios/app/morningstar-for-advisors/id1234147091)
- [Values Discovery](https://appshunter.io/ios/app/values-discovery/id1450680954)
- [Morningstar Events](https://appshunter.io/ios/app/morningstar-events/id1619111304)
- [MICUS 2026](https://appshunter.io/ios/app/micus-2026/id6757791766)

All apps by Morningstar, Inc.: https://appshunter.io/developer/310716166

## Related topics

[bloomberg tv](https://appshunter.io/ios/topics/bloomberg-tv)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-08.*