By Morningstar
Report updated Apr 28, 2026
Values Discovery
For individuals seeking to align their personal values with their financial planning goals.
Overview · Full Intel report in progress
Values Discovery is an established education app that is completely free. With a 3.0/5 rating from 3 reviews, it shows polarized user reception.
What is Values Discovery?
Current Momentum
v2.3
Backend integration and bug fixes.
Competition
Rivals identification in progress
7-Day Rank Pulse 🇺🇸
EducationNo ranking data
Rating Pulse 🇺🇸
What makes this app unique?
What Does It Look Like?
How Is The App's Momentum Right Now?
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What Are The Key Features?
A guided exercise that helps users define the requirements and needs that drive their personal success.
A framework intended to ensure a user's financial plan is consistent with their identified core values.
A tool designed to facilitate a more efficient and transparent relationship between users and their financial advisors.
How much does it cost?
Who Built It?
Morningstar
Providing individual investors and financial professionals with independent research and portfolio tools to support informed decision-making.
Portfolio
5
Apps
Who is Morningstar?
Morningstar leverages its legacy as an independent research house to provide a mobile-first companion to its established desktop ecosystem. Their primary moat is the integration of proprietary data sets, such as the Portfolio X-Ray and independent analyst ratings, which are difficult for generic financial trackers to replicate. The portfolio is currently navigating a transition toward a unified mobile experience, though technical stability in recent flagship updates remains a key strategic tension for their professional user base.
Who is Morningstar for?
- Individual investors
- Wealth managers
- Financial advisors requiring professional-grade market data
- Independent security analysis
Portfolio momentum
Maintained a steady development cadence with 4 updates across 5 apps in the last 6 months, focusing on the flagship Investor and iPad titles.
What other apps does Morningstar make?
Analysis in progress, available soon
What do users think recently?
Analysis in progress, available soon
Analysis in progress, available soon
What is the competitive landscape for Values Discovery?
How's The Education Market?
Market outlook for this category
Available very soon
Strategic analysis coming soon
SWOT, key takeaways & outlook
The outtake for Values Discovery
Key Takeaways
While the app aims to bridge the gap between personal values and financial planning, user feedback indicates frustration with the restrictive nature of the card-sorting selection process.
Where Is It Heading?
Trend analysis
Available very soon