Ease of pullling different screens and utilizing workspace Review collected by and hosted on G2.com.
Some data errors and missing data; difficulty finding fields since many are similar Review collected by and hosted on G2.com.
232 out of 233 Total Reviews for Morningstar Direct
Overall Review Sentiment for Morningstar Direct
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It has allowed me and my team to access much more in-depth information than we had been able to before. The ability to access all of the required data in one place and then be able to display it in Presentation Studio has freed up a lot of my time and has enhanced the level of service we are able to provide to colleagues and clients Review collected by and hosted on G2.com.
There are missing data points that restrict specific charts/data tables. There is no indication of the specific issue that is stopping these from populating and can therefore take a while to find the root cause of the problem Review collected by and hosted on G2.com.
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.
I love the depth of data, and the amount of options in terms of reports you can run. Investment universe is great, huge range of funds with research on that we make use of regularly. Review collected by and hosted on G2.com.
The screener could be much better, probably the most awkward screener I've ever used, where you would have to run multiple screens because of how narrow the screening criteria is.
Integration into other platforms leaves a lot to be desired, and really the opposite of an intutitive platform. One wrong step and you need to start again, lots of crashes and bugs, takes a long time to process / calculate compared to other systems.
I think if the system were more intuitive, people would make use of more that on offer within, but thwn you have to have a training webinar (or normally multiple) to get to grips with a tool, typically means we stick to what we know in the software and rarely venture into other parts. 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.
The best source of data on equity funds. Many different features. Analytics lab with python coding. Review collected by and hosted on G2.com.
Legacy software (slow and buggy). Excel add-in doesnt work to well. Analytics lab API token only works for 24 hours. Review collected by and hosted on G2.com.
