Stock Rover overlaps on Screeners, Portfolio, and Watchlist and pushes into ETF Screeners and Stock Comparison with Morningstar Investor and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Wednesday, December 3, 2025
Matchup hub
Compare Morningstar Investor
Every head-to-head showdown featuring Morningstar Investor. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
Stock Rover, Seeking Alpha, and FT Markets (Markets data — Financial Times) keep freemium tiers so you can benchmark Morningstar Investor without committing budget.
Morningstar Investor rivals most often add coverage in Analyst Price Targets, Calendar, and Analyst Forecasts, so focus there when evaluating upgrades.
24
Matchups catalogued
22
Include free tiers
17
Offer mobile access
58%
Avg category overlap
Category heatmap
How Morningstar Investor stacks up
Spot the coverage themes most often compared against this tool and where rivals extend or lag.
Shared battlegrounds
Categories that appear in the majority of head-to-head matchups.
- Screeners24
- Watchlist23
- Alerts22
- Financials21
- News21
- Portfolio21
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Morningstar Investor.
- Analyst Price Targets18
- Calendar17
- Analyst Forecasts16
- Data Visualizations16
- Analyst Recommendations15
- Insider Data14
Where Morningstar Investor stands alone
Categories that remain exclusive to Morningstar Investor across these matchups.
- Bulls Say Bear Say23
- Fund Holdings22
- Fund Overview22
- Fund Performance22
- Fund Rating22
- Scores11
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Morningstar Investor into new workflows.
Stock Rover
93% overlapEditor’s pick
Hands-on review
Stock Rover overlaps on Screeners, Portfolio, and Watchlist, adds ETF Screeners, Stock Comparison, and ETF Comparison coverage, keeps a free plan on the table while matching Morningstar Investor.
Stock Rover adds
- ETF Screeners
- Stock Comparison
- ETF Comparison
- Data Visualizations
Morningstar Investor keeps to itself
- Bulls Say Bear Say
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Seeking Alpha
71% overlapEditor’s pick
Hands-on review
Seeking Alpha overlaps on Screeners, Portfolio, and Watchlist, adds ETF Screeners, Stock Comparison, and Data Visualizations coverage, keeps a free plan on the table while matching Morningstar Investor.
Seeking Alpha adds
- ETF Screeners
- Stock Comparison
- Data Visualizations
- Calendar
Morningstar Investor keeps to itself
- Fund Overview
- Fund Performance
- Fund Holdings
- Fund Rating
Shared platforms
WebMobile
Shared pricing
FreeSubscription
FT Markets (Markets data — Financial Times)
69% overlapHands-on review
FT Markets (Markets data — Financial Times) overlaps on Screeners, Portfolio, and Watchlist, adds Compounding Calculator, ETF Screeners, and Insider Data coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
FT Markets (Markets data — Financial Times) adds
- Compounding Calculator
- ETF Screeners
- Insider Data
- Data Visualizations
Morningstar Investor keeps to itself
- News
- ETF Overview
- ETF Holdings
- Scores
Shared platforms
WebMobile
Shared pricing
FreeSubscription
TipRanks
64% overlapEditor’s pick
Hands-on review
TipRanks overlaps on Screeners, Portfolio, and Watchlist, adds Top Analysts, ETF Screeners, and Stock Ideas coverage, keeps a free plan on the table while matching Morningstar Investor.
TipRanks adds
- Top Analysts
- ETF Screeners
- Stock Ideas
- Analyst Forecasts
Morningstar Investor keeps to itself
- Fund Overview
- Fund Performance
- Fund Holdings
- Fund Rating
Shared platforms
WebMobile
Shared pricing
FreeSubscription
YCharts
64% overlapHands-on review
YCharts overlaps on Screeners, Portfolio, and Watchlist, adds Stock Comparison, ETF Comparison, and Data Visualizations coverage while matching Morningstar Investor.
YCharts adds
- Stock Comparison
- ETF Comparison
- Data Visualizations
- Correlation
Morningstar Investor keeps to itself
- Fund Overview
- Fund Performance
- Fund Holdings
- Fund Rating
Shared platforms
Web
Shared pricing
Subscription
GuruFocus
57% overlapEditor’s pick
Hands-on review
GuruFocus overlaps on Screeners, Portfolio, and News, adds Stock Ideas, Stock Comparison, and Backtesting coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
GuruFocus adds
- Stock Ideas
- Stock Comparison
- Backtesting
- Investor Holdings
Morningstar Investor keeps to itself
- Watchlist
- Fund Overview
- Fund Performance
- Fund Holdings
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Investing.com
57% overlapHands-on review
Investing.com overlaps on Screeners, Portfolio, and Watchlist, adds ETF Screeners, Calendar, and Dividends coverage, keeps a free plan on the table while matching Morningstar Investor.
Investing.com adds
- ETF Screeners
- Calendar
- Dividends
- Splits
Morningstar Investor keeps to itself
- Fund Overview
- Fund Performance
- Fund Holdings
- Fund Rating
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Koyfin
57% overlapEditor’s pick
Hands-on review
Koyfin overlaps on Screeners, Portfolio, and Watchlist, adds ETF Screeners, Dividends, and Analyst Forecasts coverage, keeps a free plan on the table while matching Morningstar Investor.
Koyfin adds
- ETF Screeners
- Dividends
- Analyst Forecasts
- Analyst Recommendations
Morningstar Investor keeps to itself
- Fund Overview
- Fund Performance
- Fund Holdings
- Fund Rating
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Tickertape
57% overlapHands-on review
Tickertape overlaps on Screeners, Portfolio, and Watchlist, adds Dividends, Splits, and Analyst Forecasts coverage, keeps a free plan on the table while matching Morningstar Investor.
Tickertape adds
- Dividends
- Splits
- Analyst Forecasts
- Analyst Recommendations
Morningstar Investor keeps to itself
- ETF Holdings
- Fund Overview
- Fund Performance
- Fund Holdings
Shared platforms
WebMobile
Shared pricing
FreeSubscription
TradingView
57% overlapEditor’s pick
Hands-on review
TradingView overlaps on Screeners, Portfolio, and Watchlist, adds Stock Ideas, ETF Screeners, and Data Visualizations coverage, keeps a free plan on the table while matching Morningstar Investor.
TradingView adds
- Stock Ideas
- ETF Screeners
- Data Visualizations
- Options & Derivatives
Morningstar Investor keeps to itself
- Fund Overview
- Fund Performance
- Fund Holdings
- Fund Rating
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Yahoo Finance
57% overlapHands-on review
Yahoo Finance overlaps on Screeners, Portfolio, and Watchlist, adds Calendar, Data Visualizations, and Analyst Recommendations coverage, keeps a free plan on the table while matching Morningstar Investor.
Yahoo Finance adds
- Calendar
- Data Visualizations
- Analyst Recommendations
- Analyst Price Targets
Morningstar Investor keeps to itself
- Fund Overview
- Fund Performance
- Fund Holdings
- Fund Rating
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Zacks (Zacks.com)
57% overlapHands-on review
Zacks (Zacks.com) overlaps on Screeners, Portfolio, and Watchlist, adds ETF Screeners, Calendar, and Analyst Forecasts coverage, keeps a free plan on the table while matching Morningstar Investor.
Zacks (Zacks.com) adds
- ETF Screeners
- Calendar
- Analyst Forecasts
- Analyst Price Targets
Morningstar Investor keeps to itself
- Financials
- Fund Overview
- Fund Performance
- Fund Holdings
Shared platforms
WebMobile
Shared pricing
FreeSubscription
FINVIZ
57% overlapEditor’s pick
Hands-on review
FINVIZ overlaps on Screeners, Portfolio, and Watchlist, adds Data Visualizations, Backtesting, and Data APIs coverage, keeps a free plan on the table while matching Morningstar Investor.
FINVIZ adds
- Data Visualizations
- Backtesting
- Data APIs
- Insider Data
Morningstar Investor keeps to itself
- Fund Overview
- Fund Performance
- Fund Holdings
- Fund Rating
Shared platforms
Web
Shared pricing
FreeSubscription
Fiscal.ai
57% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Screeners, Portfolio, and Watchlist, adds Stock Comparison, Data Visualizations, and Investor Holdings coverage, keeps a free plan on the table while matching Morningstar Investor.
Fiscal.ai adds
- Stock Comparison
- Data Visualizations
- Investor Holdings
- ETF Performance
Morningstar Investor keeps to itself
- Fund Overview
- Fund Performance
- Fund Holdings
- Fund Rating
Shared platforms
Web
Shared pricing
FreeSubscription
MarketWatch
50% overlapHands-on review
MarketWatch overlaps on Screeners, Watchlist, and News, adds Calendar, Data Visualizations, and Paper Trading coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
MarketWatch adds
- Calendar
- Data Visualizations
- Paper Trading
- Options
Morningstar Investor keeps to itself
- Portfolio
- Fund Overview
- Fund Performance
- Fund Holdings
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Nasdaq.com
50% overlapHands-on review
Nasdaq.com overlaps on Screeners, Portfolio, and Watchlist, adds Calendar, Dividends, and Splits coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Nasdaq.com adds
- Calendar
- Dividends
- Splits
- IPO
Morningstar Investor keeps to itself
- Alerts
- Fund Overview
- Fund Performance
- Fund Holdings
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Simply Wall St
50% overlapEditor’s pick
Hands-on review
Simply Wall St overlaps on Screeners, Portfolio, and Watchlist, adds Stock Ideas, Valuation Models, and Analyst Forecasts coverage, keeps a free plan on the table while matching Morningstar Investor.
Simply Wall St adds
- Stock Ideas
- Valuation Models
- Analyst Forecasts
- Analyst Price Targets
Morningstar Investor keeps to itself
- ETF Overview
- ETF Holdings
- Fund Overview
- Fund Performance
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Stock Analysis
50% overlapEditor’s pick
Hands-on review
Stock Analysis overlaps on Screeners, Portfolio, and Watchlist, adds Stock Ideas, ETF Screeners, and Top Analysts coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Stock Analysis adds
- Stock Ideas
- ETF Screeners
- Top Analysts
- IPO
Morningstar Investor keeps to itself
- Alerts
- Fund Overview
- Fund Performance
- Fund Holdings
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Trendlyne
50% overlapHands-on review
Trendlyne overlaps on Screeners, Portfolio, and Watchlist, adds Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage, keeps a free plan on the table while matching Morningstar Investor.
Trendlyne adds
- Analyst Forecasts
- Analyst Price Targets
- Analyst Recommendations
- Data Visualizations
Morningstar Investor keeps to itself
- ETF Overview
- ETF Holdings
- Fund Overview
- Fund Performance
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Stockopedia
50% overlapEditor’s pick
Hands-on review
Stockopedia overlaps on Screeners, Portfolio, and Watchlist, adds Stock Ideas, Checklist, and Data Visualizations coverage while matching Morningstar Investor.
Stockopedia adds
- Stock Ideas
- Checklist
- Data Visualizations
- Analyst Forecasts
Morningstar Investor keeps to itself
- ETF Overview
- ETF Holdings
- Fund Overview
- Fund Performance
Shared platforms
WebMobile
Shared pricing
Subscription
Stock Unlock
50% overlapHands-on review
Stock Unlock overlaps on Screeners, Portfolio, and Watchlist, adds Data Visualizations, Stock Comparison, and Dividends coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Stock Unlock adds
- Data Visualizations
- Stock Comparison
- Dividends
- Insider Data
Morningstar Investor keeps to itself
- News
- Financials
- Fund Overview
- Fund Performance
Shared platforms
Web
Shared pricing
FreeSubscription
Stocknear
50% overlapStocknear overlaps on Screeners, Watchlist, and News, adds Options & Derivatives, Data Visualizations, and Calendar coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Stocknear adds
- Options & Derivatives
- Data Visualizations
- Calendar
- Dark Pool & Off-Exchange
Morningstar Investor keeps to itself
- Portfolio
- Fund Overview
- Fund Performance
- Fund Holdings
Shared platforms
Web
Shared pricing
FreeSubscription
ChartMill
43% overlapHands-on review
ChartMill overlaps on Screeners, Watchlist, and News, adds Stock Ideas, Calendar, and Data Visualizations coverage, keeps a free plan on the table while matching Morningstar Investor.
ChartMill adds
- Stock Ideas
- Calendar
- Data Visualizations
- Insider Data
Morningstar Investor keeps to itself
- Portfolio
- ETF Overview
- ETF Holdings
- Fund Overview
Shared platforms
Web
Shared pricing
FreeSubscription
Danelfin
75% overlapHands-on review
Danelfin overlaps on Screeners, Portfolio, and Watchlist, adds Stock Ideas and Data APIs coverage, keeps a free plan on the table while matching Morningstar Investor.
Danelfin adds
- Stock Ideas
- Data APIs
Morningstar Investor keeps to itself
- News
- Financials
- ETF Holdings
- Fund Overview
Shared platforms
Web
Shared pricing
FreeSubscription
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.