Stock Rover is the closest drop-in replacement with overlapping coverage in Screeners, Portfolio, and Watchlist while adding ETF Screeners and Stock Comparison coverage and Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier). and Flexible screening: ranked screening, historical screening, and custom equation builders. features (category overlap ~93%).
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Monday, October 6, 2025
Free programmatic picks
Free Alternatives to Morningstar Investor
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Morningstar Investor before paying for another subscription.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with Stock Rover, Seeking Alpha, and FT Markets (Markets data — Financial Times) to road-test Morningstar Investor workflows without paying up front.
Round out your stack with new coverage areas like ETF Screeners, Stock Comparison, ETF Comparison, and Data Visualizations.
Similarity score 2307
Category overlap: 93%Shared coverage
Screeners
Portfolio
Watchlist
News
Alerts
Financials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Stock Comparison, and ETF Comparison coverage beyond what Morningstar Investor offers.
- Standout features include Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- Pair it with Morningstar Investor if you still need Bulls Say Bear Say.
Adds coverage: ETF Screeners, Stock Comparison, ETF Comparison, and Data Visualizations
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Similarity score 1939
Category overlap: 71%Shared coverage
Screeners
Portfolio
Watchlist
News
Alerts
Financials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Stock Comparison, and Data Visualizations coverage beyond what Morningstar Investor offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- Pair it with Morningstar Investor if you still need Fund Overview, Fund Performance, and Fund Holdings.
Adds coverage: ETF Screeners, Stock Comparison, Data Visualizations, and Calendar
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 1724
Category overlap: 69%Shared coverage
Screeners
Portfolio
Watchlist
Alerts
Financials
Fund Overview
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Compounding Calculator, ETF Screeners, and Insider Data coverage beyond what Morningstar Investor offers.
- Standout features include Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., and Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news..
- Pair it with Morningstar Investor if you still need News, ETF Overview, and ETF Holdings.
Adds coverage: Compounding Calculator, ETF Screeners, Insider Data, and Data Visualizations
Standout features: Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news., and Alerts can be managed on-site or via myFT email preferences.
Similarity score 1676
Category overlap: 64%Shared coverage
Screeners
Portfolio
Watchlist
News
Alerts
Financials
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Top Analysts, ETF Screeners, and Stock Ideas coverage beyond what Morningstar Investor offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- Pair it with Morningstar Investor if you still need Fund Overview, Fund Performance, and Fund Holdings.
Adds coverage: Top Analysts, ETF Screeners, Stock Ideas, and Analyst Forecasts
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
Similarity score 1653
Category overlap: 57%Shared coverage
Screeners
Portfolio
Watchlist
News
Alerts
Financials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Data Visualizations, and Calendar coverage beyond what Morningstar Investor offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with Morningstar Investor if you still need Fund Overview, Fund Performance, and Fund Holdings.
Adds coverage: ETF Screeners, Data Visualizations, Calendar, and Transcripts
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Similarity score 1593
Category overlap: 57%Shared coverage
Screeners
Portfolio
News
Alerts
Financials
ETF Overview
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Stock Comparison, and Backtesting coverage beyond what Morningstar Investor offers.
- Standout features include All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
- Pair it with Morningstar Investor if you still need Watchlist, Fund Overview, and Fund Performance.
Adds coverage: Stock Ideas, Stock Comparison, Backtesting, and Investor Holdings
Standout features: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., and Specialty trackers for insider trading and U.S. politician trades.
Similarity score 1579
Category overlap: 57%Shared coverage
Screeners
Portfolio
Watchlist
News
Alerts
Financials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Calendar, and Dividends coverage beyond what Morningstar Investor offers.
- Standout features include Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., and Portfolio and watchlist syncing across devices, with CSV import for holdings..
- Pair it with Morningstar Investor if you still need Fund Overview, Fund Performance, and Fund Holdings.
Adds coverage: ETF Screeners, Calendar, Dividends, and Splits
Standout features: Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., Portfolio and watchlist syncing across devices, with CSV import for holdings., and Stock Screener with customizable filters; InvestingPro+ adds advanced screeners and export functionality.
Similarity score 1579
Category overlap: 57%Shared coverage
Screeners
Portfolio
Watchlist
News
Alerts
Financials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Dividends, Splits, and Analyst Forecasts coverage beyond what Morningstar Investor offers.
- Standout features include Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..
- Pair it with Morningstar Investor if you still need ETF Holdings, Fund Overview, and Fund Performance.
Adds coverage: Dividends, Splits, Analyst Forecasts, and Analyst Recommendations
Standout features: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day., and Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.
Similarity score 1579
Category overlap: 57%Shared coverage
Screeners
Portfolio
Watchlist
News
Alerts
Financials
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Calendar, Data Visualizations, and Analyst Recommendations coverage beyond what Morningstar Investor offers.
- Standout features include Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
- Pair it with Morningstar Investor if you still need Fund Overview, Fund Performance, and Fund Holdings.
Adds coverage: Calendar, Data Visualizations, Analyst Recommendations, and Analyst Price Targets
Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Similarity score 1579
Category overlap: 57%Shared coverage
Screeners
Portfolio
Watchlist
News
Alerts
ETF Overview
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Calendar, and Analyst Forecasts coverage beyond what Morningstar Investor offers.
- Standout features include Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..
- Pair it with Morningstar Investor if you still need Financials, Fund Overview, and Fund Performance.
Adds coverage: ETF Screeners, Calendar, Analyst Forecasts, and Analyst Price Targets
Standout features: Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., Stock, ETF, and mutual fund screeners with hundreds of filters., and Per-ticker pages with analyst forecasts, price targets, and earnings estimates.
Similarity score 1499
Category overlap: 57%Shared coverage
Screeners
Portfolio
Watchlist
News
Alerts
Financials
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Data Visualizations, Backtesting, and Data APIs coverage beyond what Morningstar Investor offers.
- Standout features include Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
- Pair it with Morningstar Investor if you still need Fund Overview, Fund Performance, and Fund Holdings.
Adds coverage: Data Visualizations, Backtesting, Data APIs, and Insider Data
Standout features: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., and Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
Similarity score 1450
Category overlap: 50%Shared coverage
Screeners
Portfolio
Watchlist
Alerts
Financials
ETF Overview
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Data Visualizations, Stock Comparison, and Calendar coverage beyond what Morningstar Investor offers.
- Standout features include Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
- Pair it with Morningstar Investor if you still need News, Fund Overview, and Fund Performance.
Adds coverage: Data Visualizations, Stock Comparison, Calendar, and Dividends
Standout features: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., and Analyst data including forward estimates, revisions, price targets, and ratings.
Similarity score 1450
Category overlap: 50%Shared coverage
Screeners
Portfolio
Watchlist
News
Financials
ETF Overview
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, IPO, and Top Analysts coverage beyond what Morningstar Investor offers.
- Standout features include Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens., Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange., and Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US)..
- Pair it with Morningstar Investor if you still need Alerts, Fund Overview, and Fund Performance.
Adds coverage: ETF Screeners, IPO, Top Analysts, and Stock Comparison
Standout features: Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens., Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange., Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US)., and Pro plan includes unlimited CSV/Excel exports, advanced analyst filtering, business metrics for 40,000+ companies, detailed ETF holdings, and full corporate actions. Pricing: $6.58/month (annual) or $9.99/month (monthly).
Similarity score 1436
Category overlap: 50%Shared coverage
Screeners
Watchlist
News
Alerts
Financials
ETF Overview
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Calendar, Data Visualizations, and Paper Trading coverage beyond what Morningstar Investor offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with Morningstar Investor if you still need Portfolio, Fund Overview, and Fund Performance.
Adds coverage: Calendar, Data Visualizations, Paper Trading, and Options
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 1436
Category overlap: 50%Shared coverage
Screeners
Portfolio
Watchlist
News
Financials
ETF Overview
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Calendar, Dividends, and Splits coverage beyond what Morningstar Investor offers.
- Standout features include Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., and Options chains enhanced with Greeks such as Delta, Gamma, and Vega..
- Pair it with Morningstar Investor if you still need Alerts, Fund Overview, and Fund Performance.
Adds coverage: Calendar, Dividends, Splits, and IPO
Standout features: Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., Options chains enhanced with Greeks such as Delta, Gamma, and Vega., and Dedicated pages for short interest, insider transactions, and institutional holdings (13F).
Similarity score 1390
Category overlap: 50%Shared coverage
Screeners
Portfolio
Watchlist
News
Alerts
Financials
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Stock Ideas, and Data Visualizations coverage beyond what Morningstar Investor offers.
- Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
- Pair it with Morningstar Investor if you still need ETF Holdings, Fund Overview, and Fund Performance.
Adds coverage: ETF Screeners, Stock Ideas, Data Visualizations, and Options & Derivatives
Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
Similarity score 1376
Category overlap: 50%Shared coverage
Screeners
Portfolio
Watchlist
News
Alerts
Financials
Assets: Stocks and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage beyond what Morningstar Investor offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with Morningstar Investor if you still need ETF Overview, ETF Holdings, and Fund Overview.
Adds coverage: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, and Data Visualizations
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 1342
Category overlap: 50%Shared coverage
Screeners
Portfolio
Watchlist
Alerts
ETF Overview
ETF Holdings
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Data Visualizations, Stock Comparison, and Dividends coverage beyond what Morningstar Investor offers.
- Standout features include Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..
- Pair it with Morningstar Investor if you still need News, Financials, and Fund Overview.
Adds coverage: Data Visualizations, Stock Comparison, Dividends, and Insider Data
Standout features: Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., Custom watchlists with event notifications and alerts., and Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.
Similarity score 1334
Category overlap: 50%Shared coverage
Screeners
Watchlist
News
Alerts
Financials
ETF Overview
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Options & Derivatives, Data Visualizations, and Calendar coverage beyond what Morningstar Investor offers.
- Standout features include Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
- Pair it with Morningstar Investor if you still need Portfolio, Fund Overview, and Fund Performance.
Adds coverage: Options & Derivatives, Data Visualizations, Calendar, and Dark Pool & Off-Exchange
Standout features: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., Dark pool & off-exchange trade tape (15‑minute delay)., and Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
Similarity score 1330
Category overlap: 50%Shared coverage
Screeners
Portfolio
Watchlist
News
Alerts
Financials
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Valuation Models, and Analyst Forecasts coverage beyond what Morningstar Investor offers.
- Standout features include Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..
- Pair it with Morningstar Investor if you still need ETF Overview, ETF Holdings, and Fund Overview.
Adds coverage: Stock Ideas, Valuation Models, Analyst Forecasts, and Analyst Price Targets
Standout features: Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits., and Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×20
Watchlist×19
Alerts×18
Financials×18
Portfolio×18
ETF Overview×17
News×17
ETF Holdings×15
New angles introduced
Categories the alternatives add beyond Morningstar Investor.
Calendar+15
Analyst Price Targets+14
Data Visualizations+12
Dividends+12
Insider Data+12
Analyst Forecasts+11
Analyst Recommendations+11
ETF Performance+9
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
17/20
17 matches support mobile alongside Morningstar Investor.
API availability
3/20
3 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
10 starred / 19 tested
10 tools are flagged as analyst picks; 19 have been hands-on tested.
Avg. coverage overlap
57%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Morningstar Investor?
Start with Stock Rover, Seeking Alpha, and FT Markets (Markets data — Financial Times) to replicate Morningstar Investor workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which Morningstar Investor workflows stay covered on the free plan?
Expect solid overlap across Screeners, Portfolio, Watchlist, News, Alerts, Financials, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, and Bulls Say Bear Say, so core Morningstar Investor workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
ETF Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Monte Carlo, Calendar, Dividends, Valuation Models, Transcripts, Analyst Recommendations, Analyst Price Targets, Education, Videos, ETF Performance, ETF Fundamentals, ETF Factors, Analyst Forecasts, Options, Which ETF includes this Stock?, AI Report, AI Earnings Summary, Compounding Calculator, Insider Data, Top Analysts, Stock Ideas, Flags, App & Website Traffic, Institutional Data, News Sentiment, ETF Overlap, ETF Valuation, Short Interest, Backtesting, Investor Holdings, US Government Trades, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, 13F, APIs & SDKs, Sheets / Excel Add-ins, Splits, IPO, Market Sentiment, Broker Connectors, Blogs, Data APIs, Delisted, Spin-offs, Ticker Changes, Acquisitions, Bankruptcy, Paper Trading, Newsletters, Options & Derivatives, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Forums, AI, Dark Pool & Off-Exchange, Dividend, and AI Chat show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Morningstar Investor?
Bulls Say Bear Say, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, News, ETF Overview, ETF Holdings, Scores, Watchlist, Financials, Alerts, and Portfolio remain strengths for Morningstar Investor. Keep it handy for those tasks or plan for a paid upgrade if they matter.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.