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Morningstar Direct - Investment Portfolio Management Software

Morningstar Direct

Streamline your investments with Morningstar Direct.

4.1

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Morningstar Direct offers custom pricing plan

Morningstar Direct Reviews & Ratings

4.1

Very Good

Based on 20 ratings & 12 reviews

Rating Distribution

Excellent

(4)

Very Good

(7)

Good

(1)

Poor

(0)

Terible

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Showing 1-2 out of 12

FL

Francisco L

07/21/20

5 out of 5

"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

AU

Anonymous User

02/06/19

5 out of 5

"A must for financial advisors"

What do you like best about Morningstar Direct? Drilling down so deep into an allocation and seeing exposures that you might not have been aware of. What do you dislike about Morningstar Direct? Wish it were easier to just compare 2 funds side by side. What problems is Morningstar Direct solving and how is that benefiting you? Portfolio review.