Stock Rover overlaps on Screeners, Stock Comparison, and Portfolio and pushes into ETF Screeners and ETF Comparison with Morningstar Investor and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Saturday, January 17, 2026
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, Stock Analysis, and Koyfin keep freemium tiers so you can benchmark Morningstar Investor without committing budget.
Morningstar Investor rivals most often add coverage in Financials, Alerts, and Calendar, so focus there when evaluating upgrades.
24
Matchups catalogued
23
Include free tiers
14
Offer mobile access
51%
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.
- Screeners23
- News21
- Portfolio21
- Watchlist21
- ETF Overview14
- Scores14
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Morningstar Investor.
- Financials20
- Alerts19
- Calendar17
- Data Visualizations17
- Analyst Price Targets16
- Analyst Forecasts15
Where Morningstar Investor stands alone
Categories that remain exclusive to Morningstar Investor across these matchups.
- Fund Rating22
- ESG Ratings21
- Fund Holdings20
- Fund Performance20
- Fund Overview19
- ETF Performance17
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
81% overlapEditor’s pick
Hands-on review
Stock Rover overlaps on Screeners, Stock Comparison, and Portfolio, adds ETF Screeners, ETF Comparison, and Data Visualizations coverage, keeps a free plan on the table while matching Morningstar Investor.
Stock Rover adds
- ETF Screeners
- ETF Comparison
- Data Visualizations
- Correlation
Morningstar Investor keeps to itself
- Stock Ideas
- ETF Performance
- ESG Ratings
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Stock Analysis
75% overlapEditor’s pick
Hands-on review
Stock Analysis overlaps on Stock Ideas, Screeners, and Stock Comparison, adds ETF Screeners, Top Analysts, and ETF Comparison coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Stock Analysis adds
- ETF Screeners
- Top Analysts
- ETF Comparison
- Data Visualizations
Morningstar Investor keeps to itself
- Fund Rating
- Valuation Models
- Scores
- ESG Ratings
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Koyfin
63% overlapEditor’s pick
Hands-on review
Koyfin overlaps on Screeners, Portfolio, and Watchlist, adds ETF Screeners, Data Visualizations, and Custom Dashboards coverage, keeps a free plan on the table while matching Morningstar Investor.
Koyfin adds
- ETF Screeners
- Data Visualizations
- Custom Dashboards
- Correlation
Morningstar Investor keeps to itself
- Stock Ideas
- Stock Comparison
- Fund Rating
- Valuation Models
Shared platforms
WebMobile
Shared pricing
FreeSubscription
GuruFocus
56% overlapEditor’s pick
Hands-on review
GuruFocus overlaps on Stock Ideas, Screeners, and Stock Comparison, adds Data Visualizations, Investor Holdings, and US Government Trades coverage, keeps a free plan on the table while matching Morningstar Investor.
GuruFocus adds
- Data Visualizations
- Investor Holdings
- US Government Trades
- Backtesting
Morningstar Investor keeps to itself
- Watchlist
- Fund Overview
- Fund Performance
- Fund Holdings
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Fiscal.ai
56% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Screeners, Stock Comparison, and Portfolio, adds Data Visualizations, Investor Holdings, and ETF Fundamentals coverage, keeps a free plan on the table while matching Morningstar Investor.
Fiscal.ai adds
- Data Visualizations
- Investor Holdings
- ETF Fundamentals
- ETF Valuation
Morningstar Investor keeps to itself
- Stock Ideas
- Fund Overview
- Fund Performance
- Fund Holdings
Shared platforms
Web
Shared pricing
FreeSubscription
Zacks (Zacks.com)
57% overlapHands-on review
Zacks (Zacks.com) overlaps on Screeners, Portfolio, and Watchlist, adds ETF Screeners, Calendar, and Alerts coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Zacks (Zacks.com) adds
- ETF Screeners
- Calendar
- Alerts
- Analyst Forecasts
Morningstar Investor keeps to itself
- Stock Ideas
- Stock Comparison
- Fund Overview
- Fund Performance
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Stock Unlock
50% overlapHands-on review
Stock Unlock overlaps on Screeners, Stock Comparison, and Portfolio, adds Data Visualizations, Dividends, and Insider Data coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Stock Unlock adds
- Data Visualizations
- Dividends
- Insider Data
- Institutional Data
Morningstar Investor keeps to itself
- Stock Ideas
- Fund Overview
- Fund Performance
- Fund Holdings
Shared platforms
Web
Shared pricing
FreeSubscription
FT Markets (Markets data - Financial Times)
54% overlapHands-on review
FT Markets (Markets data - Financial Times) overlaps on Screeners, Portfolio, and Watchlist, adds Alerts, Compounding Calculator, and ETF Screeners coverage, keeps a free plan on the table while matching Morningstar Investor.
FT Markets (Markets data - Financial Times) adds
- Alerts
- Compounding Calculator
- ETF Screeners
- Financials
Morningstar Investor keeps to itself
- Stock Ideas
- Stock Comparison
- ETF Overview
- ETF Performance
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Investing.com
44% overlapHands-on review
Investing.com overlaps on Stock Ideas, Screeners, and Portfolio, adds Alerts, Calendar, and Dividends coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Investing.com adds
- Alerts
- Calendar
- Dividends
- Splits
Morningstar Investor keeps to itself
- Stock Comparison
- Fund Overview
- Fund Performance
- Fund Holdings
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Seeking Alpha
44% overlapEditor’s pick
Hands-on review
Seeking Alpha overlaps on Stock Ideas, Screeners, and Stock Comparison, adds Alerts, Calendar, and Top Analysts coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Seeking Alpha adds
- Alerts
- Calendar
- Top Analysts
- ETF Screeners
Morningstar Investor keeps to itself
- Fund Overview
- Fund Performance
- Fund Holdings
- Fund Rating
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Tickertape
44% overlapHands-on review
Tickertape overlaps on Screeners, Portfolio, and Watchlist, adds Alerts, Dividends, and Splits coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Tickertape adds
- Alerts
- Dividends
- Splits
- Financials
Morningstar Investor keeps to itself
- Stock Ideas
- Stock Comparison
- Fund Overview
- Fund Performance
Shared platforms
WebMobile
Shared pricing
FreeSubscription
TipRanks
44% overlapEditor’s pick
Hands-on review
TipRanks overlaps on Stock Ideas, Screeners, and Stock Comparison, adds Top Analysts, ETF Screeners, and ETF Comparison coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
TipRanks adds
- Top Analysts
- ETF Screeners
- ETF Comparison
- Options & Derivatives
Morningstar Investor keeps to itself
- Fund Overview
- Fund Performance
- Fund Holdings
- Fund Rating
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Dividend Watch
44% overlapEditor’s pick
Hands-on review
Dividend Watch overlaps on Stock Ideas, Screeners, and Stock Comparison, adds Dividends, Calendar, and Dividend coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Dividend Watch adds
- Dividends
- Calendar
- Dividend
- ETF Comparison
Morningstar Investor keeps to itself
- Fund Overview
- Fund Performance
- Fund Holdings
- Fund Rating
Shared platforms
Web
Shared pricing
FreeSubscription
Financial Modeling Prep (FMP)
44% overlapHands-on review
Financial Modeling Prep (FMP) overlaps on Screeners, ETF Overview, and ETF Holdings, adds Data APIs, Calendar, and Dividends coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Financial Modeling Prep (FMP) adds
- Data APIs
- Calendar
- Dividends
- Splits
Morningstar Investor keeps to itself
- Stock Ideas
- Stock Comparison
- Portfolio
- Watchlist
Shared platforms
Web
Shared pricing
FreeSubscription
FINVIZ
44% overlapEditor’s pick
Hands-on review
FINVIZ overlaps on Screeners, Stock Comparison, and Portfolio, adds ETF Screeners, Data Visualizations, and Correlation coverage, keeps a free plan on the table while matching Morningstar Investor.
FINVIZ adds
- ETF Screeners
- Data Visualizations
- Correlation
- Backtesting
Morningstar Investor keeps to itself
- Stock Ideas
- Watchlist
- Fund Overview
- Fund Performance
Shared platforms
Web
Shared pricing
FreeSubscription
TIKR
44% overlapEditor’s pick
Hands-on review
TIKR overlaps on Stock Ideas, Screeners, and Stock Comparison, adds Data Visualizations, Investor Holdings, and Alerts coverage, keeps a free plan on the table while matching Morningstar Investor.
TIKR adds
- Data Visualizations
- Investor Holdings
- Alerts
- Calendar
Morningstar Investor keeps to itself
- Fund Overview
- Fund Performance
- Fund Holdings
- Fund Rating
Shared platforms
Web
Shared pricing
FreeSubscription
Trackinsight
44% overlapTrackinsight overlaps on Portfolio, Watchlist, and ETF Overview, adds ETF Screeners, ETF Comparison, and ETF Fundamentals coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Trackinsight adds
- ETF Screeners
- ETF Comparison
- ETF Fundamentals
- ETF Factors
Morningstar Investor keeps to itself
- Stock Ideas
- Screeners
- Stock Comparison
- Fund Overview
Shared platforms
Web
Shared pricing
FreeSubscription
Value Line
58% overlapValue Line overlaps on Stock Ideas, Screeners, and Watchlist, adds Alerts, Financials, and Data Visualizations coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Value Line adds
- Alerts
- Financials
- Data Visualizations
- Options
Morningstar Investor keeps to itself
- Stock Comparison
- Portfolio
- Fund Performance
- Fund Holdings
Shared platforms
Web
Shared pricing
FreeSubscription
Value Sense
44% overlapValue Sense overlaps on Stock Ideas, Screeners, and Stock Comparison, adds Backtesting, Data Visualizations, and Custom Dashboards coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Value Sense adds
- Backtesting
- Data Visualizations
- Custom Dashboards
- Financials
Morningstar Investor keeps to itself
- Portfolio
- Fund Overview
- Fund Performance
- Fund Holdings
Shared platforms
Web
Shared pricing
FreeSubscription
Nasdaq.com
38% 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
- Stock Ideas
- Stock Comparison
- Fund Overview
- Fund Performance
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Simply Wall St
38% overlapEditor’s pick
Hands-on review
Simply Wall St overlaps on Stock Ideas, Screeners, and Portfolio, adds Data Visualizations, Financials, and Dividends coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Simply Wall St adds
- Data Visualizations
- Financials
- Dividends
- Insider Data
Morningstar Investor keeps to itself
- Stock Comparison
- Fund Overview
- Fund Performance
- Fund Holdings
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Yahoo Finance
38% overlapHands-on review
Yahoo Finance overlaps on Screeners, Stock Comparison, and Portfolio, adds Alerts, Calendar, and Data Visualizations coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Yahoo Finance adds
- Alerts
- Calendar
- Data Visualizations
- Financials
Morningstar Investor keeps to itself
- Stock Ideas
- Fund Overview
- Fund Performance
- Fund Holdings
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Stockopedia
38% overlapEditor’s pick
Hands-on review
Stockopedia overlaps on Stock Ideas, Screeners, and Portfolio, adds Financials, Checklist, and Data Visualizations coverage while matching Morningstar Investor.
Stockopedia adds
- Financials
- Checklist
- Data Visualizations
- Analyst Forecasts
Morningstar Investor keeps to itself
- Stock Comparison
- Fund Overview
- Fund Performance
- Fund Holdings
Shared platforms
WebMobile
Shared pricing
Subscription
Danelfin
75% overlapHands-on review
Danelfin overlaps on Stock Ideas, Screeners, and Portfolio, adds Alerts and Data APIs coverage, keeps a free plan on the table while matching Morningstar Investor.
Shared categories
Danelfin adds
- Alerts
- Data APIs
Morningstar Investor keeps to itself
- Stock Comparison
- Fund Overview
- Fund Performance
- Fund Holdings
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.