Morningstar Direct Reviews in January 2025: User Ratings, Pros & Cons

"Good for viewing data in mass, UX not so friendly"

What do you like best about Morningstar Direct? Easy to pull data in mass together vs other platforms. Lot of detail offered, data can be used as a proxy/relative to each other. What do you dislike about Morningstar Direct? Hard to find particular fields, difficult to find quick customer service for questions, data is not always accurate. What problems is Morningstar Direct solving and how is that benefiting you? Having a database of funds and being able to look at the data in one place ...

"Great data and research"

What do you like best about Morningstar Direct? There's an incredible amount of data on the platform, you will get everything you need on direct. The research team in morningstar also publishes great articles. What do you dislike about Morningstar Direct? The user interface needs an uplift, morningstar direct has been a product for decades and the UI is very outdated from the current industry standard. What problems is Morningstar Direct solving and how is that benefiting you? Access to ...

"30 year user of Morningstar!"

What do you like best about Morningstar Direct? Very familiar with products over 30 years. Ease of navigation and helpful tools and ideas What do you dislike about Morningstar Direct? Rising costs of the service and a lot of up sell Recommendations to others considering Morningstar Direct: Utilize the support to maximize the benefits of all its products, not just “direct” What problems is Morningstar Direct solving and how is that benefiting you? Just streamlining my work, super helpful for ...

"Morningstar Direct Review"

What do you like best about Morningstar Direct? Excellent research and analyst reporting capability, lot of functionality for various disciplines across asset management What do you dislike about Morningstar Direct? its A very slow system, due to all the capabilities it has. That’s the only downside Recommendations to others considering Morningstar Direct: Be patient, it is worth the capabilities What problems is Morningstar Direct solving and how is that benefiting you? Investment ...

"Fund Selector in Madrid"

What do you like best about Morningstar Direct? All the data of funds, ETFs and their look through. What do you dislike about Morningstar Direct? It is not so customizable, but they are improving it. Recommendations to others considering Morningstar Direct: I recommend to asist to the Morningstar classes that the company provide to their user, specially the amateur ones. What problems is Morningstar Direct solving and how is that benefiting you? Comparissions and analysis

"Powerful but glitchy software in urgent need of upkeep"

What do you like best about Morningstar Direct? Morningstar's large database of mutual fund, ETF and equity data. Holdings-based and performance data, well understood methodology for classifying funds across growth/value, and various other categories. Presentation studio is also a great tool for creating investment collateral such as factsheets and nice looking reports. What do you dislike about Morningstar Direct? The software is extremely glitchy and difficult to use. It frequently closes ...

"Great Tool For Portfolio Analysis"

What do you like best about Morningstar Direct? Clean interface and easy to navigate I also loved the ability to create investment portfolios and backtesting their performance. At the time of my using, backtesting was only available in Morningstar Direct. This gives you more confidence in your portfolio and allows you to test different allocations for your portfolio. What do you dislike about Morningstar Direct? Limited capabilities for Fixed income and it was quite Expensive. I think we ...

"Morningstar Direct is a standard in the financial services industry"

What do you like best about Morningstar Direct? Large and comprehensive database of global investment products, easy to navigate and conduct research, all-encompassing selection of investment-related datapoints, ability to create professional visuals and presentations. What do you dislike about Morningstar Direct? Subpar fixed-income analysis capabilities, lack of real-time security valuation and analysis. Recommendations to others considering Morningstar Direct: If you are involved in the ...

"Useful"

What do you like best about Morningstar Direct? The quant information and the overview of financials are a good first look at the company. What do you dislike about Morningstar Direct? Very shallow and just computer based. There is no real insight behind it. What problems is Morningstar Direct solving and how is that benefiting you? Just using it as an addition to other sources.

"Morningstar direct review"

What do you like best about Morningstar Direct? Easy to create new reports and edit how you visualize the data What do you dislike about Morningstar Direct? Slow software and not the most user friendly platform What problems is Morningstar Direct solving and how is that benefiting you? Analysis on fund investment universes including flows, performance and risk