Morningstar Investor

Morningstar Investor

by Morningstar, Inc.

7K ratings
164 reviews
#192 in top-grossing Finance
💼 Business
💰 Finance
Free
In-App Purchases

Details

  • Released
  • Updated
  • May 6, 2009
  • April 30, 2026

Features

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About

This app provides expert investment analysis and tools to refine your strategy and maximize returns. Monitor markets, access comprehensive data on stocks and funds, track your portfolio, and stay updated with the latest financial news and commentary.

Portfolio monitoring tools
Security search and watchlists
Independent analysis and ratings
Global market data and index performance
Real-time security quotes
Top gainers, losers, and active securities
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What users say

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What's New in Morningstar Investor

8.4.0

April 30, 2026

Enhanced Morningstar Medalist Ratings with New Price Score Across Portfolio and Watchlist The Morningstar Medalist Rating methodology has been updated and remains available as a standalone data point within Portfolio, Watchlist and quote pages. The new Medalist Rating Price Score is offered within our Portfolio and Watchlist tools.

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Subscription plans

7 Days Free Then Monthly

Monthly subscription for Premium Membership

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

Charts

Top Grossing

📉 192-15

Finance

This app dropped -15 positions in Finance chart.

Last updated on July 18, 2026.

User reviews

No auto fill for password managers

Not good

Podcast

Where are the links to Morningstar podcasts on the mobile app?

Continues to go downhill

Morningstar’s desktop access has been rebuilt with less functionality YOY since 2019; it’s no surprise MStar is apparently not smart enough to write a separate responsive application for their mobile app. Clumsy, clunky, offering little to the retail investor, it’s apparently designed for MStar employees or something… there are better apps elsewhere!
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Great app with missing one important feature

This is a great app for tracking investments and reviewing risk and performance of each holding. I rated 4 star because I use the desktop version all the times. But really, the mobile app is useless for me because one important feature is missing. In the portfolio, there is no customization to reorder the rows of holdings other than sorting. It can only sort by alphabetical order of the symbols. If I want to look at two stocks or ETFs next to each other for comparison, I am out of luck. In the desktop version, I can use the “my notes” column to enter numbers and letters to sort the rows to my desired order. But the mobile app doesn’t have “my notes” column. I wish the rows in portfolio can be reordered manually like what yahoo’s mobile app does. A “notes” column will be a plus feature. Thanks.
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Behind the times

This app has not been updated in years in terms of its functionality. None of the search engine capabilities that exist with the web-based interface are on the app. It is very frustrating.

Developer apps

User experience

🐞

Reported Bugs

4 issues

Portfolio data not updating correctly

Bug

Watchlist management features not working

Bug

Frequent login issues and errors

Bug

App freezes and crashes on certain devices

Bug

Requested Features

4 requests

Add ability to edit portfolios and watchlists

Feature

Implement Face ID/Touch ID for faster login

Feature

Improve mobile-friendly layout and navigation

Feature

Expand premium content access within the app

Feature

FAQ

What does the Morningstar Investor app do?

The app offers expert investment analysis and tools to help users refine their investment strategies and maximize returns. It allows users to monitor markets, access comprehensive data on stocks, funds, ETFs, and CEFs, track their portfolios, and get the latest financial commentary and news.

What are the key features of the Morningstar Investor app?

Key features include tools for portfolio monitoring, searching for securities, and adding them to watchlists. Users also gain access to comprehensive data alongside independent analysis and ratings like the Morningstar Rating for Stocks and Medalist Rating for funds. The app also provides global market barometers, index performance, real-time security quotes, and lists of top gainers, losers, and most active securities.

Is the Morningstar Investor app free to use?

The app itself is free to download and use, providing access to its features. However, it is associated with Morningstar Investor and Morningstar.com, which likely offer premium content or services that may require registration or subscription. The presence of 'in-app purchases' in the monetization model suggests additional paid content or features might be available within the app.

What kind of investment data can I find on the app?

The app provides comprehensive investment data covering stocks, funds, ETFs, and CEFs. This includes access to independent analysis and ratings such as the Morningstar Rating for Stocks, Morningstar Economic Moat Rating, and Morningstar Medalist Rating for funds. It also offers real-time security quotes and market data.

Who is the target audience for this app?

This app is designed for investors who want to make sound financial decisions. This includes individual investors, institutional investors, financial advisors, and wealth managers who can benefit from expert analysis, market data, and portfolio tracking tools.