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Review for Morningstar

ben
2022-03-23 17:15:29

Total investment value in error

I have had ongoing problems with stock prices not being updates, solved twice over the last year.Now I notice the investment value total column adds up wrongly.MS said this is a known problem being worked on!! Three weeks on, no fix.I also use Yahoo finance now.

Emma Ryan
2020-01-09 14:20:59

I’m actually a vegetarian

I’m actually a vegetarian! I started eating morning star a couple years ago! Although I adore all the products that I’ve ate! The taste is fabulous! The texture is fabulous! I don’t eat eggs! I actually purchased a huge variety of the products every week! Although I’m not one to read the labels either! Assuming these products were made with plants! Wow! But as I heated my food one day! I saw ingredients! Contains eggs! I’m not a vegan ! I drink milk daily! I don’t eat eggs! So I was so crushed to find out it contained eggs! For anyone that eats eggs! The product is perfect! But for the people that don’t consume eggs we are waiting for your products to become egg free! Thanks

James “Jamie” Duncan
2020-07-25 22:09:00

Great clearing company

Great clearing company, keeps you informed online and on the phone if that's what you prefer, great company.

Dennis
2021-10-18 18:05:21

God handelsportal for private og…

God handelsportal for private og erhvervs investor kan klart anbefales også for nybegynder i den finansielle verden

Investor Bill
2019-01-16 22:46:54

Some value, but very disappointed

I do use the premium version, and the analyst reviews are of significant value. Their ratings represent a good second opinion. However, I already have access to this same data through my broker.I use the portfolio view to download a snapshot daily and use my own spreadsheet to manage my investments. The data; however, often has issues. I moved from Morningstar from Yahoo, but find Morningstar to have as many issues, even with a Premium membership. Support is generally of no use. Sometimes when sets of data are missing (dividend values are missing from most/all equities) they reply after the data gets fixed in 3-4 days. Other continuing data problems have gone on for years, with support giving me nonsensical answers.For example, they have continuing problems with showing the Dividend Amount (which is the Div/Share extended by the number of shares you have entered). It is generally just plain wrong. Elsewhere on their site, the Div/Share is correct, so they must have data problems within their site. I would actually prefer they just provide the Div/Share value, but that suggestion obviously falls on deaf ears.My concern is about what other data problems exist that I don't know about? And bad information is worse than no information.Although I keep track of my investments in the Morningstar portfolio, I have the functionality to automatically process income transactions (deposit the cash or reinvest) turned off, because of data problems. When transactions are wrong, it is much more difficult to manage than having this turned off. I just adjust the share amount and cash balance periodically.Overall, there is some value, but I am very disappointed

Atrustpilot user
2022-04-23 10:09:29

Some fund and stock info (widely…

Some fund and stock info (widely duplicated elsewhere however). The tools could be useful, but like many reviewers I have serious doubts about relying on any of them or the information contained.I’ve often hit errors when trying to access a premium feature (just getting an unhelpful error instead of being able to access an offered trial or sign-up) meaning that I’ve abandoned any intentions to try out the premium tools for long term use.Another example is %market weight in the portfolio tool giving just bananas random percentages bearing absolutely no relation to what is a very simple calulcation.I’ve reported but got a fairly standard “the issue’s been escalated”. I did offer to help the devs with their sums, so we’ll see :-)My career has been in software engineering and as a CIO and CTO. If I’d allowed this sort of thing out the door or not fixed it within one day, I’d not have been in my job the next day. Destroying an essential brand characteristic thorough inadequate basic testing would have been unforgivable.Unfortunately, interactive investor also uses some of Morningstar under the covers so I’ll need to consider whether I can stay with them also.

Alex Steinberg
2022-05-12 12:38:30

It's an ok service

It's an ok service, but definitely not for the price it's at. Needs to come down at least 2x or 3x!

Matt Thurmond
2019-10-07 00:49:45

Good offering but don't force users to call you to cancel

Good offering, but not being able to cancel online is a major hassle. Forcing the user to call a number for no reason just isn't good practice anymore. If I can sign up online, I should be able to cancel online.

Trung Nguyen
2017-08-01 08:51:18

Decent online database of company financials

Decent online database of company financials. Figures are sometimes different to 10Ks and 10Qs but overall a very useful tool for research.

M T
2020-09-24 19:00:48

Great resource for traders

Great resource for traders. They offer excellent content for investors of all skill levels.

FAQ for Morningstar

What is Morningstar refund policy?

Once you cancel your membership, it will remain in effect until the end of your current billing month. They will then issue a prorated refund for the remainder of the membership period to your credit card on file within 3 to 5 business days at Morningstar.

What is about Morningstar subscription?

Morningstar will no longer be offering multi-year subscriptions right now, and the current multi-year subscription will continue for the duration of its term and will be renewed for one year at the next renewal for $199 and the then the current subscription fee.

How to contact Morningstar?

In order to provide customers with a better consumer purchase experience, there will be a Morningstar customer service 24 hours online to provide consulting services to customers. For many types of questions common to customers, there will also be corresponding answers on morningstar.com. Customers can view the corresponding answers by selecting the type of question they want to consult on the morningstar.com common question interface.

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Do I need to sign up for emails at Morningstar?

Yes, you need. If you have registered an email address in morningstar.com, you can learn more comprehensive information about Morningstar. In addition, you can enjoy the exclusive Morningstar benefits that can only be enjoyed by members, as well as understand the latest discount policies of Morningstar.

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You can confirm whether your promotional code in Morningstar has been used once or has expired, and the promotional code will not be used if it meets the above situations. In morningstar.com you can view the valid usage time of Morningstar.

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About Morningstar

Morningstar helps them see things from the customer's point of view and develop the products they really need. At the time they didn't know what the company would look like today, but they knew that the commitment to their mission - making investors successful - wouldn't change. They empower investors around the world who are continuing to find new ways to help people achieve financial security. Their dedication to helping investors succeed is what drives them all. They build products and provide services that connect people with the investment information and tools they need. They put in extra work to improve their work - they're always looking for new ideas to empower investors.

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Last Updated April 2024

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If you use Morningstar Free Trial with your purchase, your wallet will be happy too! To ensure everything goes smoothly when redeeming Morningstar Free Trial, you should always read the coupon conditions in advance. Almost all Morningstar discount codes are subject to conditions, such as possible minimum order amount, partial range limitations, or if the discount is only for new customers, etc. You can find them by clicking on more details below the Morningstar coupon. Even if offersao.com doesn't have the right Morningstar discount ready for you today, give expired codes a chance. They may have expired, but there's a reason we keep them online for 14 days after the promotional period ends - because sometimes they're still valid! Always worth a try.

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