# Morningstar Investor

> Investment analysis and portfolio tracking app with market data and expert ratings. (iPhone/iPad app by Morningstar, Inc..)

- Source: https://appshunter.io/ios/app/morningstar-investor/id310716163 (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: 4.00/5 from 7,027 App Store ratings · 169 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 31 MB
- Languages: American English
- Released: 2009-05-06
- Data updated: 2026-08-26
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/morningstar-investor/id310716163/reviews.md

## What is Morningstar Investor?

Since 1984, Morningstar has served investors with the resources they need to make sound financial decisions. Now you can experience the best of our flagship website with Morningstar Investor’s companion app. 

Morningstar Investor helps you refine your investing strategy and maximize your returns with our expert analysis and tools. Monitor the markets, access comprehensive investment data covering stocks, funds, ETFs, and CEFs, track your portfolio, and get ahead with the latest commentary, news, and analysis.

Users who are registered with Morningstar Investor and Morningstar.com can log in to the mobile app to get seamless access to existing accounts. 

TOP FEATURES
* Tools to monitor your portfolio, search for securities, and add securities to watchlists  
* Access to comprehensive data alongside our independent analysis and ratings, such as the Morningstar Rating for Stocks, Morningstar Economic Moat Rating, and Morningstar Medalist Rating for funds 
* Current global market barometers and index performance
* Real-time security quotes
* Top 10 gainers, losers, and most active securities

PRIVACY POLICY: https://members.morningstar.com/memberstpages/PrivacyPolicy.html

TERMS OF USE: https://smartphone.morningstar.com/service_p2/public/copyright.html

ABOUT MORNINGSTAR, INC.
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $294 billion in AUMA as of March 31, 2024. The Company operates through wholly- or majority-owned subsidiaries in 32 countries. For more information, visit https://www.morningstar.com/company/about-us.

## Key features

- 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

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| 7 Days Free Then Monthly | $34.99 | per month |
| 7 Days Free Then Annually | $249.99 | per year |


## Chart rankings

- #101 in Top Grossing · Finance (US App Store)

## What do users think of Morningstar Investor?

Overall sentiment: neutral

**Pros**

- 🚀 Excellent data and analysis
- 👍 Customizable portfolio tracking
- 📊 Useful market and company insights
- 🗒️ High-quality research and reports

**Cons**

- 🐛 Frequent bugs and crashes
- 🔍 Limited functionality compared to website
- 🔒 Cumbersome login process
- 🕰️ Slow data updates and portfolio syncing

**Commonly reported bugs**

- Portfolio data not updating correctly
- Watchlist management features not working
- Frequent login issues and errors
- App freezes and crashes on certain devices

**Most requested features**

- Add ability to edit portfolios and watchlists
- Implement Face ID/Touch ID for faster login
- Improve mobile-friendly layout and navigation
- Expand premium content access within the app

## Recent user reviews (10 of 169)

All indexed reviews: https://appshunter.io/ios/app/morningstar-investor/id310716163/reviews.md

### 2/5 — Just use the website

*2026-07-30, version 8.4.0*

An ok app 5+ years ago, but M* has put little investment or new features into the app since. The website offers more functionality, though M* has been slow to add meaningful features for DIY retail investors there either

### 2/5 — App sucks

*2026-07-16, version 8.4.0*

Good info but the app is terrible.. Might as well just use google because it's not a good app at all. It's very janky and terrible to use on a phone... Not worth the money..

### 2/5 — Unreliable

*2026-07-14, version 8.4.0*

The app continuely fails to display my portfolio.

### 2/5 — Manage input

*2026-07-11, version 8.4.0*

It is difficult to add and subtract into one account or another. It was easier sometime ago.

### 1/5 — Logging on is terrible

*2026-06-30, version 8.4.0*

Not sure why this problem has persisted for so long but logging into this app requires manual entry or going through many steps with the iPhone password manager. There doesn’t even seem to be a way to enable Face ID. Really amateurish.

### 2/5 — No auto fill for password managers

*2026-06-10, version 8.4.0*

Not good

### 3/5 — Podcast

*2026-05-29, version 8.4.0*

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

### 1/5 — Continues to go downhill

*2026-05-17, version 8.4.0*

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!

### 4/5 — Great app with missing one important feature

*2026-05-10, version 8.4.0*

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.

### 1/5 — Behind the times

*2026-05-07, version 8.4.0*

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.

## Frequently asked questions about Morningstar Investor

### 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.

## Version history (last 5 releases)

### 8.5.0 — 2026-08-12

We've made performance improvements, enhanced portfolio refresh functionality, fixed bugs, and improved overall app stability.

### 8.4.0 — 2026-04-30

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.

### 8.3.1 — 2026-04-28

Stability improvements and bug fixes

### 8.3.0 — 2026-03-12

Enjoy improved performance in Portfolio and Watchlist views, and access Stock Intersection by clicking on the 'More Actions' icon in Portfolio.

### 8.2.0 — 2025-12-18

Know when to buy, sell, or hold individual stocks with our newest feature. Set your own target buy and sell prices or use our trusted ratings, like Fair Value Estimate or star ratings, as thresholds. When a target is reached, you’ll see it in the Target Price tab within your Notifications feed. We've also added the ability to view full charts in landscape mode, and Investor's new app icon supports dark mode.

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## More apps by Morningstar, Inc.

- [Morningstar for iPad](https://appshunter.io/ios/app/morningstar-for-ipad/id676373222)
- [Morningstar for Advisors](https://appshunter.io/ios/app/morningstar-for-advisors/id1234147091)
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- [MICUS 2026](https://appshunter.io/ios/app/micus-2026/id6757791766)

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

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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 2026-08-26.*