I love using Morningstar to keep current on my holdings. BUT, when I recently sold stocks I could figure out how to change number of shares. I even deleted & started a new portfolio. Big problem is that it shows 0 shares & I can’t change it! Pleasa help!!
This app has been improved greatly. It seems that to edit my existing portfolio list, I will have to sign in. Just another in a long line of apps that require me to give up my personal information.
I consider the money I pay for this app to be an absolutely necessary fee on my investments. Get the trial and check out the Analysis for all of your stocks. I hand calculated a few fair value estimates to test their math and I was within a few percent of their answer. With their in depth analysis their math (and vision) is far better than mine I think. Their website has more features.
compared to schwab, vanguard, and robinhood this app has zero functionality. They are not investing in it
Love the app, but it would be nice to be able to add new purchases in mobile app vs the web.
Morningstar has a ton of great functionality on full site, but for some reason has decided not to leverage it on their mobile platform. First on the list is the ability to use screeners - seems like table stakes. Also, and this applies to the full site also, if you want to compete with Mint, Personal Capital, etc., users need to be able to link accounts to their Morningstar portfolio - manual entry just doesn’t cut it anymore.
There is no way to add a stock to my portfolio from my iPhone.
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Needs more tools
The videos on the “Videos” section are non-existent. Instead of videos, there are only text transcriptions. The articles cannot be viewed in landscape perspective. Only portrait perspective is supported. Tables in the articles are too small to be readable on a smartphone. The text in the articles needs to be darker. The articles are difficult to read. I have pointed out some of these issues several times before yet nothing has changed. The quality of this app is getting progressively worse. You need to throw it away and start over. You seem to be putting bandaids on it but it’s still the same old lousy app.