08-06-26 Product Enhancements and Bug Fixes

Product Enhancements

Added Active/Passive Strategy Type to the Overview section of the Compare tool for supported Funds and ETFs.
When accessing analyst research for mutual funds or ETFs, Morningstar Investor subscribers can now review current analysis alongside archived analyst perspectives in a single experience.
Across Morningstar Investor tools, Morningstar's fund pillars will feature standard pillar rating color and visual treatments.

Bug Fixes

Fixed an issue in Edit Transaction where opening an existing holding could display the current market price instead of the original transaction price that was saved.
Fixed a layout issue that caused the "Unable to Analyze" error message to appear misaligned on several X-Ray pages.

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10-01-26 Product Enhancements & Bug Fixes

We released product enhancements and bug fixes.
09-24-26 Product Enhancements & Bug Fixes

We released security page enhancements and fixed a couple bugs.
09-17-26 Product Enhancements

We released enhancements.

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Product Enhancements

Bug Fixes

More Release Notes

10-01-26 Product Enhancements & Bug Fixes

09-24-26 Product Enhancements & Bug Fixes

09-17-26 Product Enhancements

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