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re: Anyone use Morningstar Premium?
Posted on 3/23/12 at 6:22 am to wegotdatwood
Posted on 3/23/12 at 6:22 am to wegotdatwood
Yes, I use it. I am not sure I use it to its fullest extent. I mainly use it to do portfolio analysis. Things like overlap, total portfolio beta and portfolio returns. It also offers analyst reports on stocks which is kinda cool. However, if you are just wanting basic info on stocks, funds or screeners then it is not worth it in my opinion. Good luck.
1
Posted on 3/23/12 at 11:07 am to Janky
I too have used it before. I'm not sure we version we had or what we paid for it. It was especially helpful for portfolio analytics and mutual funds but I found in terms of research it did not offer many advantages. If you are a portfolio manager it's definitely not a bad supplemental tool to have.... Capital IQ is pretty legit
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