Morningstar Direct

"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

"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 ...