Morningstar Investor

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.

April 2022: I love MorningStar. The iPhone app, not so much. 3 Stars is generous. Supposedly there’s a beta version coming. The beta version apparently can look at your actual portfolio, so that it can be better analyzed. I’m still waiting. From what I’ve seen of Beta, this will be five stars. We will see. 2019 Nov: I was asked if I liked the changes. I hadn’t noticed any. No longer freezes as in 2015. Can’t compare funds and still no portfolio analysis. I don’t need a diagram. Otherwise very useful. Jan 2015 and still freezes often. Delete & reinstall again Dec 2014. Freezes often. it does load faster but the information in the watchlists that I have created is not there. MS said they standardized the information so that it would load quicker. I would rather have the information. Not sure why we can't have both though. Add portfolio analysis. MS iPad has it. I can get it on the website of my iPhone for Vanguard and for MorningStar. I contacted support without any meaningful response.

Morningstar (M) packs a lot of customizable data for summary viewing. My main portfolio table has about 10 Headings with key data on each of my holdings. The main headings are Dividend Yield, Fair Value (FV) and the % of Fair Value at the current price. I can quickly look at this table and see what stocks are near FV which suggests divestment. One caution is that if you look at their Fair Values vs actual price for 10 or more years (which is one of many choices M offers) they often correlate on a lag basis. So they seem to be “late to the party” when a stock declines significantly, and then slow on the uptake if it gains value back. That’s not all bad as they want to be fairly certain before making a change in FV, which is a good thing. Overall, there is much more to like about M than not. Their Bull and Bear rationale for each stock is a notable plus as it shows the breadth of their overall analysis of each stock they rate. Good luck with your Investing!