![Petar D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Petar D.")
PD

Petar D.

Client Engagement Executive

Publishing

Small-Business (50 or fewer emp.)

7/21/2026

"Comprehensive Portfolio Analysis Tool, but Needs UI Improvements"

5/5

What do you like best about Morningstar Direct?

I like the screening, performance reporting, presentation studio, and AI analytics lab features most. I can do everything with these features—starting from building a screen, selecting specific funds or stocks, adding them to a performance report, and doing an analysis. If I want to visualize these, I am going to Presentation Studio. That's how all of these features are solving all of our problems. The initial setup was easy; you just install the software on your PC and it takes 10-15 minutes. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

They can improve the UI and make it run on Macbooks. I don't like the web/browser version as it's too slow. A more modern and light version, and also faster in processing would be better. Also, they can add more data points for stocks. Review collected by and hosted on G2.com.

What problems is Morningstar Direct solving and how is that benefiting you?

I use Morningstar Direct to analyze and compare portfolios and funds efficiently. It solves problems like negative ESG screening and adds value with features for screening, performance reporting, and presentations, streamlining my workflow. Review collected by and hosted on G2.com.

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