The Best Morningstar Tools For Analysts_3

Post on: 16 Сентябрь, 2015 No Comment

The Best Morningstar Tools For Analysts_3

Morningstar.com, now on you Android. Download Morningstar’s Android application for free today.

Features

Portfolios & Watchlist

Log in to your Morningstar.com account for seamless access to saved portfolios and watchlists. The Snapshot view provides a quick, personalized summary of your portfolio’s performance.

Breaking news, analyst commentary, and videos are automatically sorted by your holdings so you can easily get to the information that matters most.

Barometer & Indexes

View current market conditions at a glance with The Morningstar Market Barometer℠. Quickly drill down into performance data and charts for the major global indexes.

Commentary & News

Stay on top of the latest financial news stories and Morningstar analyst commentary.

Intraday Quotes & Historical Performance Charts

View comprehensive intraday quotes and Morningstar Ratings for stocks, funds, ETFs, and CEFs. Explore current and historical performance charts with just a tap.

Videos

Watch Morningstar’s award-winning analysts discuss their take on breaking news, market trends, and specific securities.

Morningstar’s Independent Analysis

Morningstar.com Premium members can log in to access our independent analyst research and get a straightforward perspective on over 2,500 investments.

Search

Type the company name or ticker into the text field and results will automatically display on the screen.

Frequently Asked Questions

    How do I view my Morningstar.com portfolio?

Tap on the User Profile icon and log in using your Morningstar.com email address and password. If you have forgotten your password, tap on the Retrieve Password button.

I had a watchlist saved on my phone from the previous version. Where is this now?

Only your Watchlists from Morningstar.com will be available through the app.

How do I edit a watchlist?

Tap on the Edit button on the upper left hand corner of the screen to add or remove holdings.

How do I create a watchlist?

From the Portfolio screen, tap the Edit button on the upper left hand corner of the screen, scroll down to the Watchlist section, and tap the “+” icon.

How do I edit a transactional portfolio?

Within the Android application users can only edit or create watchlists, not transactional portfolios. Due to the data complexity of transactional portfolios, they should be edited online at www.morningstar.com

How do I see additional data points in a portfolio or watchlist?

The Best Morningstar Tools For Analysts_3

Simply swipe right or left on the currently available data points to view additional data points.

How do I sort data within a portfolio or watchlist?

Tap on the header of the data point at the top of the column that you want to sort; tap again to reverse the sort order. For example if you want to sort on Change ($), tap on the ‘Change ($)’ column header and the data will sort in descending order. Tap again and the data will sort in ascending order.

How is a certain data point calculated?

See the Data Definitions section in the Settings Screen.

Why can’t I see any data?

Ensure that you are connected to the internet/you have a signal.

How do I log out of my Morningstar.com account?

Tap the User Profile screen in the lower right corner, then tap Log Out.

Why can’t I see all of the data points for analyst reports?

Some data points are only available for Premium Morningstar.com members. If you’d like full access to all the data points in the analyst reports, please consider upgrading to a Premium membership. To learn more sign up for a FREE 14 day trial here

If I am not an existing Morningstar.com user, how do I get access to the Portfolio features?

You can register for a free account in the app by tapping on the User Profile icon and tapping on the Register button.

Can I view the app in landscape mode?

Currently, the Android app is only available in portrait mode.

There used to be a ‘Related News’ button for each security, but I don’t see that anymore. How do I view related news for a security?

While viewing the quote for a security, the Latest News & Research can be viewed by tapping on the News & Research icon on the top toolbar (it’s the icon that looks like a folded newspaper).

Why aren’t the Investing Ideas available in the new app?

We’ve been closely monitoring the features users have been using in the existing smartphone app. In some instances, modifications were made and those features are now better than ever. However, some features were removed and replaced with what we feel is a much more comprehensive approach to investment research and analysis.


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