How easily it synced with excel and made gathering data from 10K s and 10Qs super easy
The data isn't always accurate. Sometimes data is missing and we end up needing to search the internet to find company and financial information.
Different modules offer different functionalities. The presentation studio makes generating reports so easy. Workspace and performance reporting are also used frequently.
Morningstar Direct is not perfect. There can be considerable lag at times when working through Presentation Studio. They have suggested it is a connection issue, as their version runs quickly in house, but I have found it to run slower. You are at their...
How easily it synced with excel and made gathering data from 10K s and 10Qs super easy
Different modules offer different functionalities. The presentation studio makes generating reports so easy. Workspace and performance reporting are also used frequently.
The data isn't always accurate. Sometimes data is missing and we end up needing to search the internet to find company and financial information.
Morningstar Direct is not perfect. There can be considerable lag at times when working through Presentation Studio. They have suggested it is a connection issue, as their version runs quickly in house, but I have found it to run slower. You are at their...