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iphone watchlist screen
iphone quote screen
iphone analysis screen
iphone chart and news screen
iphone barometer screen
iphone market index screen
iphone search screen

The latest Morningstar application offers enhanced features to help you track your investments and stay on top of the markets. Get our take on stocks, mutual funds, and exchange-traded funds—right on your iPhone or iPod Touch.

    Morningstar now lets you:
  • Sync to your portfolios and watchlists
  • Create and edit watchlists
  • View performance charts for stocks, funds, ETFs, and indexes
  • Access the Morningstar Market BarometerSM and data on
    each of the Morningstar categories
  • Research Canadian tickers
  • Track the market indexes with up-to-date news and listings of
    gainers, losers, and actives
  • Log in for Premium Analyst Research
    Plus, enjoy these same great features:
  • Obtain real-time quotes
  • Search for companies and tickers
  • Get investing ideas
  • View Morningstar Ratings
Portfolios & Watchlists

Check in on your portfolios—no matter where you go. Log in to your account to sync to your portfolios and watchlists. Tapping on the gray arrow buttons links to real-time quotes for your investments. Seeing up to date news articles related to your portfolio is just a tap away.

A horizontal view of the screen reveals even more data about your holdings. Simply tap on the content to sort by that data point; tap on column headers to toggle between data points.

iphone markets screen
barometer icon Market Barometer & News

The only app with the Morningstar Market BarometerSM—get an overview of the market and the major indexes. All the latest news plus Morningstar headlines, reports, and articles are available here.

iphone markets index screen

See detailed performance data and charts for each of the major indexes. Find out the biggest gainers, losers, and most active in the market and get quick access to quotes for those investments.

iphone quote screen
five star icon Real-Time Quotes

View comprehensive real-time quotes and Morningstar Ratings for stocks, funds, and ETFs. Tap on the white portfolio symbol next to the ticker to add it to your watchlist. Navigate to Analysis, Chart & Related News from here.

iphone chart and news screen
Chart & Related News

Get the latest financial news stories related to a stock, fund, or ETF. Click on one of the stories to get relevant and timely updates on what is happening. View performance over time in the corresponding chart.

The landscape view of this screen displays an enlarged chart with the option to view additional time periods. Tap on the time period that you want to view to update the chart.

iphone analysis screen
analyst pick icon Morningstar's Independent Analysis

Our independent analyst research gives a straightforward perspective on the investments you own or are thinking about buying. Morningstar Premium members can log in to see the full research.

iphone search screen
Canadian flag icon Search

Type the company name or ticker into the text field and results will automatically display on the screen. Tap on the flag to switch between U.S. and Canadian securities.

Frequently Asked Questions
  • How do I view my portfolio?
  • I had a watchlist saved on my phone from the previous version. Where is this now?
  • How do I edit a watchlist?
  • How do I create a watchlist?
  • How do I edit a transactional portfolio?
  • How do I see additional data points in a portfolio or watchlist?
  • How do I sort data within a portfolio or watchlist?
  • How do I change the time range for a chart?
  • How is a certain data point calculated?
  • Why can't I see any data?
  • How do I log out of my account?
  • Why can't I see all of the data points for analyst reports?
  • If I am not an existing user, how do I get access to the Portfolio features?
  • How do I view information for the individual categories of the Morningstar Market Barometer?
  • How do I search for Canadian tickers?
For Other Questions
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