morningstar direct review

Unfortunately they do not disclose the 1,3,5 & 10 year returns of these portfolio & neither do they disclose the Beta of each portfolio. What’s the analyst done in the last three months – acknowledged it and mantained her $60 price target.

It is generally just plain wrong. I used to be able to get a discount through Fidelity, but it looks like that is gone….so I just have to suck-it-up and pay the $200/yr. Actionable Analyst Reports (over 2,000 funds, ETFs, and stocks). The premium search function no longer allows one to choose stocks and export them to a watch list or excel so what good is it? You should always do your own investment research and not take what anyone says as gospel. Sometimes one must visit the fund website to get current data and then manually calculate sector exposures for a portfolio. So while Morningstar's X-Ray tool is still useful, it's too cumbersome compared to the alternatives and needs improvement.

Investor Junkie strives to keep its information accurate and up to date. Review collected by and hosted on G2.com.

If you are a “chartist,” then Morningstar's service is not for you. That’s just one of the many things that have disappeared from the premium site in the last year so all these reviews are way out of date. Save my name, email, and website in this browser for the next time I comment. I use it for the raw data I can copy/paste from financial statements.

Thanks for the informative article. Saving/reusing models would be a wonderful feature if I could ever understand how to navigate it. Morningstar premium membership offers a wealth of information, and is a must have for any investor junkie like myself.

Review collected by and hosted on G2.com. Analysing funds, comparing funds, benchmark analysis Review collected by and hosted on G2.com. is available in its own universe. No one one even tried to help when calling, so they were simply cancelled. This site is protected by reCAPTCHA and the Google I really appreciate that I can call as often as needed if there's a reconciliation or import issue and even if the solution is super easy, they never make me feel like silly about the question. Review collected by and hosted on G2.com. Their preferred investments have a universe of less than 10 and you would think they know those stocks very closely instead what has become clear is the standard of their research is back of the envelope stuff. Your email address will not be published. Dealing with software companies and not having to go through robots is a HUGE advantage. Can be hard to understand how to import information. That is done on purpose which leaves a very bad taste for their brand. Thanks and I really enjoy your website.

They don’t seem to be able to program a web page that will actually work without reloading, partial loading, hanging up. I’m not too keen on their pre-compiled screens though. ‘FINALLY’ gave up and cancelled both after continuous issues accessing the online web sites. Would like to see more Variable Annuities available for review. Communicating with our clients and giving them a better understanding of their portfolios. Here's the recipe that one of the greatest investors uses to pick stocks. Built for productivity, Morningstar® Advisor Workstation supports advisors with the latest investment data, tools, and reports to serve existing clients and generate new business. In addition The cost of Quicken Premier is much cheaper than an annual cost of Morningstar's service if you only want to use X-Ray. No preferreds! These firms have an edge on the competition and look to be trading below their fair value. Although I keep track of my investments in the Morningstar portfolio, I have the functionality to automatically process income transactions (deposit the cash or reinvest) turned off, because of data problems. From four stars previously, to three and a half now. Morningstar is used widely throughout the financial industry as a leader in portfolio analytics. Review collected by and hosted on G2.com. i dislike that there are more qualititative aspects of funds/ ETFs that i would like to review, morningstar does a great job comparing quantitative but lacks some of the more in depth qualitative. .. Ah– it is an “opportunity” to buy…. Review collected by and hosted on G2.com. Highly recommended if there are no other ways to receive access to Reuters or Bloomberg Review collected by and hosted on G2.com. Start with the package that has the product universes that you need. Review collected by and hosted on G2.com. Morningstar® Advisor Workstation offers investment analysis, portfolio management and proposal generation capabilities all in one place to enable broker-dealers to provide personalized goals-based advice – all while helping them stay compliant amidst regulatory shifts. You have the best summary of the robo-advisors that I have seen anywhere. I find that if I have a problem, it takes a while to get to a person for a solution, although the online help references are good. Investor Junkie does attempt to take a reasonable and good faith approach to maintain objectivity towards providing referrals that are in the best interest of readers. Learn about stock investing and read on to see our analysts' takes on the latest stock stories.

When one has a portfolio of mutual funds and goes to Portfolio Xray, sector percentage exposure of one’s portfolio is incorrect if one has asset allocation funds along with equity funds, as the Morningstar calculation for those funds does not correct for percent equity exposure. While their staff are always friendly and helpful, it would be nice to be able to figure out how to do simple changes or modifications on our own.

Their “fair value” estimates also seem to be adjusted significantly downward at times, which can affect the ratings measurement dramatically. Terms of Use Privacy Policy Disclosures Member User Agreement Corrections Cookies.

Elsewhere on their site, the Div/Share is correct, so they must have data problems within their site. An important aspect often missed.

Morningstar has an abundance of information right in one place that you can use to research funds and stocks, that I am able to prove to FAs. Not being able to search for a fund with in a research list, it just takes you back to the mutual fund universe. Investor Junkie has advertising relationships with some of the offers listed on this website. Do you know if this is possible? 4. Review collected by and hosted on G2.com. For example, they have continuing problems with showing the Dividend Amount (which is the Div/Share extended by the number of shares you have entered). I don't like that things aren't very intuitive. I had high hopes for my Premium Membership, but have had terrible results following their “five star” stock ratings so far in 2015. Associate Vice President, Client Administrative Manager, Review source: Invitation from the seller, Investment Portfolio Management Average: 8.4, Investment Portfolio Management Average: 8.0, Investment Portfolio Management Average: 7.6, We use cookies to enhance the functionality of our site and conduct anonymous analytics. CtpynSvxk Lzkpkqkjvz Hqyrxbrtjlfrf Tcbbfb. So it might be a cheaper option as well. In addition, it is extremely slow and it goes down constantly. You can trust the integrity of our balanced, independent financial advice. Review collected by and hosted on G2.com.

Actually, I find the new version clunkie & missing some of the features I relied on in prior version. What are the best sites that you are talking about when you say that Morningstar’s competition has surpassed them in functionality? Financial advising, planning, management. It does not, however, provide accurate history if you actively trade portfolios. Opinions are the author's alone, and this content has not been provided by, reviewed, approved or endorsed by any advertiser.

Morningstar Advisor Workstation has an enormous database of mutual funds, ETFs and annuities, that is easily searched and filtered. To meet that need, Morningstar® Advisor Workstation delivers a web-based platform for financial institutions and their affiliated financial professionals to drive better investor outcomes by delivering independent financial data, research, and analysis from a team of over 350 global experts with FINRA-reviewed reporting. The website will not discuss technical charts — when you should buy or sell via indicators like the stock passing the 52-week average. Pay extra for different universe packages.

helps draw up hypothetical solutions for my clients and delivers very detailed, professional looking solutions. All products are presented without warranty. Where’s that?

It was an excellent source before they did an upgrade.

We are able to analyze a client's current portfolio being held elsewhere as a sales tool, and use this data to balance their portfolio in the most advantageous way possible.

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