Morningstar Investor
64
Quality Score
Solid
Morningstar Investor
Medium confidence
✍️ bumetric analysis
“
Morningstar Investor is an iOS app from Morningstar, Inc. in the Finance category, currently rated 4.0★ across 7,015 ratings. Initial signal reads as mostly critical sentiment so far: users flag rough edges and unmet expectations.
Quality Score is 64: Solid (established niche player). For a Finance app, that means established niche player. The full BU Investment Matrix below scores 8 dimensions including monetisation, growth, and operational risk.
Track changes month-over-month in the Performance section below: live snapshot history and revenue forecast included.
💰 Monthly revenue · now vs forecast
● Right now
$758
per month
→
12-mo forecast
$663 – $2389
per month
→
24-mo forecast
$614 – $5527
per month
INDIE tier
💡 Grow this revenue
Free AI audit of this app’s store listing
- Title & subtitle keyword fit
- Description hook & conversion structure
- Screenshots, ratings, reviews strategy
Typical impact: +2-5× organic installs
📊 Performance Tracking LIVE
Loading…
Rating
—
Reviews
—
Forecast Revenue / mo
—
Snapshots tracked
0
since first record
ONE-TIME · BUILD
💰 Estimated build cost
$80K
↳ What it cost to build · not monthly revenue
Likely range $60K – $110K
$25K · MVP floor
$100K · indie scale
$500K+ · studio build
📈
Pays back in ~2.2y at current MRR
Synthetic estimate. Inputs: category complexity, file size, screen count, monetization layer, platform reach, age × team-size proxy. Calibrated against 2024-2026 indie-agency rate surveys. Full math + source list on /methodology.
Where the money goes
| 🧱 MVP baseline (design + 1-store ship) | +$28K |
| 📱 5 unique screens × $4.5K | +$22K |
| ⚙ Finance complexity ×1.60 | +$30K |
Total estimate
$80K
ONE-TIME · EXIT VALUE
💵 Estimated acquisition value
$50K
↳ What it would sell for · not monthly revenue
Marketplace range $35K – $75K · 16× MRR multiple
💸
~0.6× build cost (under-water)
Synthetic estimate. Multiple band derived from ad-supported + age, rating quality, category demand, and user-base maturity. Calibrated against 2024-2026 indie-app-marketplace closed-deal medians. Full math + comparable deal list on /methodology.
How the multiple was built
| 📺 Ad-supported base | 15× MRR |
| ⭐ ★ rating 3.5-4.0 (mixed) | -8% |
| 🏷 Finance category multiple | +15% |
Final multiple
16× MRR
👥 Estimated audience size
420K
Lifetime downloads (US-equivalent)
Monthly active
115K
Daily active
46K
Synthetic estimate from ratings × category benchmarks. Calibrated against 2024-2026 mobile-attribution retention + DAU/MAU reports. Numbers are US-storefront-equivalent — true global audience can be 5-10× larger for international apps. Full math + source list on /methodology.
How we sized it
| 📲 Finance engagement | ~60 installs / rating |
| 🔁 Finance D30 retention | 28% |
| 📍 DAU / MAU stickiness | 0.40 |
DAU / MAU
40% sticky
🔬
How we forecast this revenue
LOW CONFIDENCEBaseline
$758/mo · ML-estimated from 234 triggers
Growth rate
+6.0% MoM · INDIE tier baseline (compound monthly)
6 months
$645 – $1.5K
12 months
$663 – $2.4K
24 months
$614 – $5.5K
Compound growth at +6.0% MoM (tier baseline for INDIE). Range widens with horizon — typical noise band ±40% at 6mo.. Ranges widen with horizon — distant futures carry more uncertainty.
📊
BU Investment Matrix
Early-stage solo · 46/100INDIE TIERexpected for tierRevenue Strength
2.9
Product Quality
7.2
Market Position
0.0
Growth Velocity
5.0
Defensibility
6.0
Operational Safety
10.0
Founder Strength
4.5
Monetization Maturity
1.0
- 💰 Revenue: Marginal — $303 - $1895/mo · INDIE tier · medium confidence, trajectory unclear.
- ⭐ Quality: 3.98★ across 7,015 reviews — solid.
- 📍 Market: Not yet charting in any of the 9 monitored markets.
- 📈 Growth: Insufficient signal to assess trajectory.
- ⚠️ Risk: Low — no material risk signals detected.
🎯 For competitors: Mixed picture. Worth competing if you have a clear UX or pricing edge — otherwise crowded segment.
💵 For acquirers: Estimated asking range 18-32× monthly = $13K-$24K. Portfolio play ($3K/mo combined) commands premium.
Composite of 8 dimensions computed deterministically from public signals — no LLM, every score traces back to a measurable input. Default weights shown; "compete" / "acquire" / "invest" lenses re-weight without re-fetching.
Range:
💰 Forecast Revenue / mo
MODELRevenue forecast computed from BU's 234 trigger model on each snapshot. Calibrated against ground-truth from 58 verified-revenue apps.
🔬Forecast Breakdown — Why This Estimate?Top 10 of 10 triggers
Our ML model uses 200+ signals from public data. These are the most influential for this app:
| bugsREVIEW | −$1,800 | |
| 5 starREVIEW | +$1,800 | |
| securityREVIEW | +$1,800 | |
| cancelledREVIEW | −$1,500 | |
| Low install base (7,015 ratings)METRIC | +$1,500 | |
| Mature app (17y old)METRIC | +$1,500 | |
| highly recommendREVIEW | +$1,400 | |
| slowREVIEW | −$1,200 | |
| Ad-supported / freemiumMETRIC | +$600 | |
| Single-language (English only)METRIC | −$400 |
METRIC = structural app data · REVIEW = mined from user reviews · ✓ VERIFIED = Stripe-verified anchor (TrustMRR)
📈 Reviews Growth
LIVECumulative review count from first BU snapshot. Each point = a tracked update.
⭐ Rating Trend
LIVEAverage rating evolution. Updates with each new review batch.
🆕 What's New · v8.4.0
Enhanced Morningstar Medalist Ratings with New Price Score Across Portfolio and Watchlist
The Morningstar Medalist Rating methodology has been updated and remains available as a standalone data point within Portfolio, Watchlist and quote pages.… Full release notes →
The Morningstar Medalist Rating methodology has been updated and remains available as a standalone data point within Portfolio, Watchlist and quote pages.… Full release notes →
Profile & Insights
Everything we know — and don't — about this app and its company.
Identification
- App name
- Morningstar Investor
- Developer
- Morningstar, Inc.
- Bundle ID
- com.morningstar.mobile.morningstar
- App Store URL
- Open in App Store
- Category
- Finance
- Content rating
- 4+
- Languages
- EN
Company
- Website
- Not found
- Tagline
- Today
- Description
- Find apps and games for iPhone, iPad, Mac, and more on the App Store.
- Founded
- Not found
- HQ / Address
- Not found
- Employees
- Not found
- Logo
- Available
Revenue
- Verified revenue / mo
- Not found
- AI revenue estimate / mo
- Not found
- AI annual estimate
- Not found
- ML model estimate / mo
- $3.1K/mo
- Top-grossing rank
- Outside top 100 in US Finance
- All-time revenue
- Not found
- Pricing
- Not found
Founder
Founder data not yet collected for this app.
Funding
Funding data not yet collected for this app.
Press & Links
Press & Links data not yet collected for this app.
Contacts & Socials
Contacts & Socials data not yet collected for this app.
📈Ratings growth7,015 ratings+-5% lifetimeShow 3-year history estimate ▾
Tracked (57 weeks) Pre-tracking estimate (36 weeks) · model-based, ±5% noise · anchored to release date and current value
🌍Geographic ReachNot ranked
This app is currently outside the top 100 grossing in all 9 countries we monitor (US, UK, DE, FR, JP, CA, AU, BR, IN). Niche or new apps often launch this way — popularity rankings appear once daily revenue clears the regional threshold.
Profile is built from iTunes Lookup + developer site scrape + ML revenue model. Empty fields show "Not found" — additional sources (Crunchbase, X, IndieHackers, Acquire.com) coming.
📝 About this app
Since 1984, Morningstar has served investors with the resources they need to make sound financial decisions. Now you can experience the best of our flagship website with Morningstar Investor’s companion app.
Morningstar Investor helps you refine your investing strategy and maximize your returns with our expert analysis and tools. Monitor the markets, access comprehensive investment data covering stocks, funds, ETFs, and CEFs, track your portfolio, and get ahead with the latest commentary, news, and analysis.
Users who are registered with Morningstar Investor and Morningstar.… View full description on the official store →
Morningstar Investor helps you refine your investing strategy and maximize your returns with our expert analysis and tools. Monitor the markets, access comprehensive investment data covering stocks, funds, ETFs, and CEFs, track your portfolio, and get ahead with the latest commentary, news, and analysis.
Users who are registered with Morningstar Investor and Morningstar.… View full description on the official store →
App Specs
🔐 Own this app? Claim & verify MRR →💾 30 MB🔞 4+📱 iOS 15.6+🔖 v8.4.0🔄 updated 0d ago🌐 EN📂 Finance💰 Paid
📅
What Worked™ · Development Pipeline
9 EVENTS TRACKEDDetected changes in this app over its tracked lifetime — each event links cause (what changed) to effect (what moved). Sorted newest first.See full history →Version history →
2026-04
🔧
Shipped update — v? → v8.4.0
2026-04
⭐
Rating ↑ 1.62 → 3.98 (improved 2.36★)
2026-04
📈
Crossed 1,000 ratings — social-proof flywheel kicking in
2026-03
📈
Crossed 500 ratings — social-proof flywheel kicking in
2023-01
📈
Crossed 100 ratings — social-proof flywheel kicking in
2022-08
📈
Crossed 50 ratings — social-proof flywheel kicking in
2022-03
📈
Crossed 10 ratings — social-proof flywheel kicking in
2022-02
🚀
First tracked snapshot — initial data captured
2022-02
⭐
Rating ↑ 1.00 → 1.50 (improved 0.50★)
🔔
Track this app’s revenue
FREEGet an email when revenue moves by your threshold. No spam, unsubscribe in one click.
📝 Description
95
BU Score · Transcendent
Full revenue analysis
Read the article-style breakdown for Morningstar Investor: category rank, percentile, growth signal, comparable apps, and how the forecast is calibrated against verified-MRR anchors in this niche.
More by Morningstar, Inc.
View all →📦 Portfolio summaryINDIE studio
2apps·$3K/mocombined
⚠ Concentrated — top app contributes 96% of combined revenue (single-app dependency)
About this analysis
Why medium confidence: 7,015 ratings · no founder-verified revenue (model estimate only).
❓ Frequently Asked Questions
4 answers · auto-generated from this app's public dataHow much does Morningstar Investor make per month?▴
Based on our ML-calibrated revenue forecast, Morningstar Investor earns approximately $3.1K/mo. This is a US-storefront-equivalent estimate; global revenue can be several times larger for internationally-distributed apps. See the methodology page for the full formula and confidence bands.
What apps are like Morningstar Investor?▴
Browse the full Finance category catalog to find similar apps with revenue, build cost, audience and tech stack data. Each /p/{slug} page also shows a Compare side-by-side widget with three peer apps from the same niche.
Who makes Morningstar Investor?▴
Morningstar Investor is published by Morningstar, Inc. on the Apple App Store. See the full publisher portfolio (other apps by the same developer) via the More by developer block on the product page above.
What is Morningstar Investor's BU Score?▴
Morningstar Investor has a BU Score of 64/100 (Solid). The score combines App Store rating, ratings count, monetization model and revenue signals calibrated against founder-verified MRR anchors. See the BU Score formula.