Depth of data and clean reports. Portfolio analysis Análise coletada por e hospedada no G2.com.
Outages and dated software. Not being able to access necessary data occasionally. Análise coletada por e hospedada no G2.com.
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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 Análise coletada por e hospedada no 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 Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.
A quantidade de informações de investimento disponíveis e a capacidade de torná-las visuais e fáceis de entender. Há tanta informação disponível. Posso obter a resposta para qualquer informação de investimento que eu necessite em poucos minutos, incluindo até mesmo fundos concorrentes e potenciais clientes. O Presentation Studio é o melhor para ajudar a entender os dados de que preciso. Análise coletada por e hospedada no G2.com.
Como um novo usuário, pode ser um pouco confuso tentar entender onde ir para obter as informações de que preciso. Usar o centro de aprendizagem pode ser avassalador e não é fácil de navegar. Ainda estou muito positivo sobre a experiência geral até agora. Análise coletada por e hospedada no 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 Análise coletada por e hospedada no G2.com.
les fonctions offertes par le logiciel ne sont pas toujours intuitives et demandent un certain temps pour les maitriser Análise coletada por e hospedada no G2.com.
A velocidade na extração/obtenção do relatório é muito rápida em comparação com outras aplicações, amigável ao usuário e a melhor coisa é que usamos os complementos do Excel da M* e são muito úteis. Diariamente, utilizo relatórios de desempenho, gestão de portfólio, espaço de trabalho e estúdio de apresentação na M*, que são muito úteis. Análise coletada por e hospedada no G2.com.
Quando se trata de alguns índices/referências, levará alguns dias para atualizar seus dados corretamente, o próximo é o suporte M*, a maioria das solicitações/consultas será resolvida o mais rápido possível, mas para algumas levará mais tempo para resolver o problema, no geral é muito bom usar o aplicativo. Análise coletada por e hospedada no G2.com.
Reliability of data and lots of data regarding funds structure, management... Análise coletada por e hospedada no 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 Análise coletada por e hospedada no G2.com.
The best source of data on equity funds. Many different features. Analytics lab with python coding. Análise coletada por e hospedada no G2.com.
Legacy software (slow and buggy). Excel add-in doesnt work to well. Analytics lab API token only works for 24 hours. Análise coletada por e hospedada no G2.com.
