The portfolio creation is great pretty simple to use, I am able to just copy and paste ISINs from a list and weightings to keep track of portfolios, creating different dates and things like that are quite simple.

With this you are then able to get a unique code that can be used to pull the data into excel to be used for other scenarios.

I use Morningstar daily, and am constantly finding new ways to utilise the tool itself. Review collected by and hosted on G2.com.

Some of the resources to know how to use Morningstar aren't the greatest - especially for the excel-add in it takes a lot of time to figure out how to use the formula's correctly. Review collected by and hosted on G2.com.

I like Morningstar Direct's user interface. It's friendly software with approachable options and less technical detail, which is great for assessment. The initial setup was very simple, which I appreciate. Review collected by and hosted on G2.com.

I don't like the screener in Morningstar Direct. When you put in different options, it causes you to add a new view. Review collected by and hosted on G2.com.

I like best how easy it is to find investments that you need. Eg we use open-ended funds for our proposition and the search criteria + universe selection makes this easy. I also really like how you can create a scorecard and apply that to your investments to get a ranked list of best performers per your criteria. Review collected by and hosted on G2.com.

The performance of presentation studio mainly (I've escalated and spoken with senior tech members Juan and Jean regarding this), but also the performance outside of presentation studio is not stable eg MSD will occasionally log me out and sometimes it'll take much longer than necessary to do simple things like load an investment in from an investment list. Review collected by and hosted on G2.com.

The amount of information and data you are able to view and pull from certain funds. Review collected by and hosted on G2.com.

Is very archaic and needs a new revamped look. Reports load extremely slow and the export functions do not work as well. Review collected by and hosted on G2.com.

It is a one-stop solution for everything investment and portfolio management related. Review collected by and hosted on G2.com.

It feels like the strategy for utilizing Direct changes every few years, from a desktop application to a web version, and then back to a software application. Review collected by and hosted on G2.com.

What I appreciate most about Morningstar Direct is its comprehensive data coverage and powerful analytical tools, which enable robust portfolio analysis and research across a wide range of investment products. The platform’s intuitive interface makes it easy to access detailed fund information, performance metrics, and risk analytics, while its customizable reporting capabilities allow for clear communication of insights to clients and stakeholders. Additionally, Morningstar Direct’s ability to integrate qualitative and quantitative data supports informed decision-making and enhances the overall investment process. Review collected by and hosted on G2.com.

While Morningstar Direct offers robust data and analytical capabilities, I find that the platform can occasionally be less intuitive, especially when navigating more advanced features or customizing reports. Some functions require a steep learning curve, and the system can be slow or cumbersome with large data sets. Additionally, integrating Morningstar Direct with other internal systems or exporting data in specific formats can sometimes present challenges. Overall, while the platform’s strengths far outweigh its limitations, improvements in usability and interoperability would further enhance the user experience. Review collected by and hosted on G2.com.

so much data to learn from and use for analysis Review collected by and hosted on G2.com.

Sometimes it’s hard to find what you’re looking for when you do. Review collected by and hosted on G2.com.

Customer Support, broad industry adoption Review collected by and hosted on G2.com.

There is a data export format that I have been asking about for years and still don't have.

I hate having to do the two step authentication every single day. My company does not allow us to save credentials for 30 days so I have to do the authentication every day. Review collected by and hosted on G2.com.

I can generate presentation and search reports, it has many mutual fund data and it can generate come comprehensive analysis. Review collected by and hosted on G2.com.

It requires software updates very frequently and sometimes it slows to run reports. Review collected by and hosted on G2.com.

The efficiency of the API allowing me to use only the excel add-in instead of opening the software Review collected by and hosted on G2.com.

The inaccuracy of the portfolio data especially with fixed income sector weightings Review collected by and hosted on G2.com.