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.

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.

Stability improvements and bug fixes

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

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

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.

Our new notifications feed offers you timely updates about changes that have occurred for securities in your portfolios and watchlists.
To access your notifications , click the bell icon in the upper right corner and select "All."
Additionally, a soft exception logger has been implemented to monitor and improve the reliability of Portfolio and watchlist actions.

In the latest update of the Investor mobile app, we've added more columns to Market Movers, enhanced Indexes and Movers screens with price charts, and included the PitchBook Unicorn 30 Index on the Indexes screen. Also, articles now display inline hyperlinks, and articles can be shared from the new share icon.

Technical enhancements and bug fixes.

With this update, you can now access a complete view of charts for any security. Simply tap the ellipsis icon in the top right corner and select 'View Full Chart.' Share your feedback with us through a survey in the ‘More’ tab.

With this update, you'll be able to access real-time news, articles, and videos for any security. Tap the ellipsis icon in the top right corner, and select "Latest Articles/Videos/News". Also, when browsing Indexes, you'll now be able to see comprehensive listings for global markets. Share your feedback with us through a new survey in the "More" tab.

Technical enhancements and bug fixes.

Technical enhancements and bug fixes.

With this release, you can enjoy a seamless experience regardless of your device. Quote pages along with Portfolios and Watchlists created for Morningstar Investor look great on iPad's large screens. The universal app now includes a portfolio totals row for specific data columns. Stay tuned for several other new enhancements and fixes.

Technical enhancements and bug fixes

With this update, all Morningstar Investor subscribers can log in to the mobile app with existing credentials and track portfolios, watchlists, and market activity. Both linked accounts and manually entered holdings now appear in portfolios.
You can access and modify custom views and default Morningstar views in Portfolio and Watchlists.

Technical enhancements and bug fixes

Fixed issue with a larger font size for a phone set as default.

With this release, we have transitioned to a newer tech stack . This will ultimately improve our services and your overall experience. Also, we have done some UI bug fixes.

Technical enhancements and minor bug fixes.

With this release, we have transitioned to a newer tech stack. This will ultimately improve our services and your overall experience. Also, we have done some UI bug fixes.

With this update, Morningstar has united its two forward-looking managed investment ratings—the Morningstar Analyst Rating and the Morningstar Quantitative Rating—into a single rating: the Morningstar Medalist Rating. The process of how we assign the Morningstar Analyst Rating or Morningstar Quantitative Rating remains the same. With the launch of the Medalist Rating, the presentation of the ratings and united name will now more clearly display the mix of analyst and algorithm input to each investment’s rating.

Technical Enhancements

Technical Enhancements

Logged in users can now initiate a request for account deletion via the app.

Technical fixes

Technical Enhancements