Morningstar Direct Reviews & Product Details

Morningstar is one of the most comprehensive investment research platforms available, offering a robust suite of tools for both individual investors and professionals. What truly sets Morningstar apart is its depth and breadth of data—covering everything from mutual funds and ETFs to stocks, bonds, and alternative investments. The platform provides detailed performance metrics, risk analysis, and historical data, helping users make well-informed decisions.

One of Morningstar’s standout features is its advanced charting capabilities. Investors can compare different assets, analyze trends over various timeframes, and even overlay technical indicators to better understand market movements. The ability to customize these charts ensures that users can tailor their research to their specific needs, whether they are evaluating a single security or an entire portfolio.

One of Morningstar’s most unique and valuable features is its custom report generation. Unlike many other products, which offer only standard, predefined reports, Morningstar allows users to create fully customised reports based on their specific research criteria. This is an invaluable tool for presenting data in a personalised, professional format. Review collected by and hosted on G2.com.

While Morningstar is a powerful and data-rich platform, it does have some notable drawbacks—speed and reliability being the biggest concerns. Given the vast amount of data it processes, some lag is expected, but at times, the platform can be frustratingly slow, especially when running complex queries, loading interactive charts, or generating custom reports in the Presentation Studio (PS).

Another major issue is frequent crashes and glitches. Whether it’s PS freezing mid-analysis or reports failing to load, these disruptions can be annoying—especially for users who rely on the platform for real-time research or reporting. Review collected by and hosted on G2.com.

There are 2 modules of Morningstar Direct which I find it interesting - Presentation Studio and Performance reporting. I am sure that are too many things in the software which are still not explored because of the vast variety of data points available in it. Review collected by and hosted on G2.com.

Finding the data points and search module are the two things which I find it tricky but not impossible because of the customer support team that they have. Review collected by and hosted on G2.com.

A complete tool for all my needs around fund selection and monitoring.

Offering a lot of flexibility in regards to exanding the database and in regards to reporting. Review collected by and hosted on G2.com.

Data quality could still be improved (although on a high level).

On the benchmark level, would be great having the one or other additional index and having the look-through.

The performance reporting app could be simplified. And the calculation time shortened. Review collected by and hosted on G2.com.

The amount of investment information that is available and the ability to make it visual and easy to understand. There is so much information avaliable. I can get the answer to any investment information I require within a few mins, even including competitor funds and potential clients. Presentation studio is the best for helping to understand the data I need. Review collected by and hosted on G2.com.

As a new user it can be a bit confusing trying to understand where to go for the information I need. Using the learning center can be overwhelming and it isn't easy to navigate. I am still very positive about the overall experience so far Review collected by and hosted on G2.com.

la base de données des fonds et indices, les rapports morningstar sur les fonds, la possibilité de créer un scoring, la possibilité de filtrer les univers Review collected by and hosted on G2.com.

les fonctions offertes par le logiciel ne sont pas toujours intuitives et demandent un certain temps pour les maitriser Review collected by and hosted on G2.com.

The speed in extracting/pulling the report is very quick compare to other applications, user friendly and the best thing is we use M* excel addins and it's very useful.

Daily I use I use performance reporting, portfolio management, workspace and presentation studio on M* which are very useful. Review collected by and hosted on G2.com.

When it comes to few Indices/benchmarks it will take few days in updating it's data correctly,

Next one is M* support, most of the requests/queries will resolve as quick as possible but for few they will take more time in resolving the issue,

overall it's very nice to use the application. Review collected by and hosted on G2.com.

Reliability of data and lots of data regarding funds structure, management... Review collected by and hosted on G2.com.

It is not straightforward to use. It is not user-friendly. It took me a while to understand how to use properly.

API on excel are slow Review collected by and hosted on G2.com.

Les données disponibles (quantité, qualité) pour une utilisation régulière

Support client de qualité Review collected by and hosted on G2.com.

Lenteur de l'applicatif par moment lors de l'utilisation

Certains champs de données ne sont pas facilement accessibles Review collected by and hosted on G2.com.

I appreciate Morningstar Direct’s data coverage and robust analytical tools, which make investment research and portfolio analysis seamless. Review collected by and hosted on G2.com.

The user interface could be more intuitive with a refreshed look. Additionally, performance issues like frequent logouts and occasional system crashes can disrupt workflow. Review collected by and hosted on G2.com.

Data on funds and analysis tools. Fund range and screening makes selection easier. Review collected by and hosted on G2.com.

User friendliness on regular reports. The data transfer to excel is somewhat complicated Review collected by and hosted on G2.com.