VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Saturday, January 17, 2026
Morningstar Investor Review, Pricing, and Features
Morningstar Investor
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Morningstar Investor is Morningstar’s retail subscription on Morningstar.com with screeners, proprietary ratings, analyst reports, portfolio tools (X‑Ray / Stock Intersection), and mobile apps. Subscription is monthly or annual with a 7‑day free trial; promotional offers may be limited to the first year of an annual plan and trial eligibility is limited (see plan terms). Some coverage emphasizes US‑based securities, while select metrics reference global company/share‑class data.
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Key features
- Screeners: create your own screens using 200+ unique data points; save custom views for portfolios, watchlists, and screeners.
- Investment discovery: pre‑filtered investment lists plus the ability to find/compare securities using valuation and performance metrics (described as spanning global company & share‑class data).
- Funds & ETFs: Morningstar Rating for Funds (“star rating”) based on a quantitative evaluation of past performance; plus Morningstar Medalist Rating (Gold/Silver/Bronze/Neutral/Negative) for forward‑looking conviction.
- Funds & ETFs: Fund Analyst Notes and Reports (qualitative assessment of management, objectives, and stewardship).
- Stocks: proprietary ratings intended as a “yardstick” for US‑based securities, including “fair value” and “competitive advantage” concepts; plus ongoing reports, commentary, and news.
- Portfolio analysis: Portfolio X‑Ray evaluates risk at portfolio and fund level and shows asset allocation, fees, sector weightings, and stock styles; Stock Intersection highlights overlapping holdings.
- ESG: Sustainalytics ESG Risk Rating (companies) and ESG Risk Rating for Funds (fund holdings).
- Mobile access: Morningstar Investor apps available for iOS and Android (app listings describe portfolio/watchlist access and real‑time quotes).
- Plan gating: $34.95/month or $249/year; 7‑day free trial ends 11:59 PM CT seven days after start; promos (if offered) apply only to first year of annual plan; rates subject to change.
FAQ
Is Morningstar Investor free?
Not entirely. Morningstar Investor includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing. A 7-day free trial is available on select plans.
Who is Morningstar Investor best for?
Morningstar Investor is built for Retail Traders, Pro Retail, Long-term Investors, and Value Investors. It suits beginner, intermediate, and advanced users.
What platforms and connections does Morningstar Investor support?
You can use Morningstar Investor on Web and Mobile.
Which markets does Morningstar Investor cover?
It tracks Stocks, ETFs, Mutual Funds, Closed-End Funds, and Funds. Identifiers include Ticker.
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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!
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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.