Alpha Spread adds Stock Comparison, Stock Ideas, Valuation Models, Transcripts, Analyst Price Targets, Analyst Forecasts, and APIs & SDKs coverage that Morningstar Investor skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Wednesday, October 29, 2025
Tool Comparison
Alpha Spread vs Morningstar Investor comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Morningstar Investor includes ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, and Bulls Say Bear Say categories that Alpha Spread omits.
Morningstar Investor offers mobile access, which Alpha Spread skips.
In depth comparison
Alpha Spread
alphaspread.com
Stock‑valuation platform centered on intrinsic value. Combines DCF and relative valuation into a scenario range (bear/base/bull), adds Wall Street estimates/targets, profitability & solvency scoring, a flexible screener (with alerts), watchlists, an investment journal, curated news, and side‑by‑side comparisons. Enterprise plan advertises API access (currently limited/waitlisted), with public self‑serve tiers Free, Premium, and Unlimited.
Categories
Platforms
WebAPI
Pricing
FreeSubscription
Quick highlights
- Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views.
- Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator.
- Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts.
- Watchlists plus targeted alerts: price/valuation thresholds, analyst price‑target changes, and insider activity.
- Analyst section with price targets and forward estimates; earnings‑calls section; AI assistant for natural‑language summaries/questions.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
Morningstar Investor
morningstar.com
Hands-on review
Morningstar’s flagship research and portfolio platform for individual investors. Free users get access to screeners and quotes, while subscribers unlock analyst reports, expanded data, and premium ratings. A 7-day trial is available. Canceling a subscription also removes access to saved portfolios, watchlists, and screens.
Categories
Platforms
WebMobile
Pricing
FreeSubscription
Quick highlights
- Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists.
- Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings.
- Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature).
- Quote pages enriched with Morningstar Star Ratings and detailed analysis for subscribers.
- Portfolio and watchlist alerts delivered via email to keep you informed on holdings you track.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
Where they differ
Alpha Spread
Distinct strengths include:
Stock ComparisonStock IdeasValuation ModelsTranscriptsAnalyst Price TargetsAnalyst ForecastsAPIs & SDKs
- Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views.
- Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator.
- Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts.
- Watchlists plus targeted alerts: price/valuation thresholds, analyst price‑target changes, and insider activity.
Morningstar Investor
Distinct strengths include:
ETF OverviewETF HoldingsFund OverviewFund PerformanceFund HoldingsFund RatingScoresBulls Say Bear Say
- Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists.
- Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings.
- Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature).
- Quote pages enriched with Morningstar Star Ratings and detailed analysis for subscribers.
Feature-by-feature breakdown
| Attribute | Alpha Spread | Morningstar Investor |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Financials, Watchlist, Portfolio, Alerts, News Unique: Stock Comparison, Stock Ideas, Valuation Models, Transcripts, Analyst Price Targets, Analyst Forecasts, APIs & SDKs | Shared: Screeners, Financials, Watchlist, Portfolio, Alerts, News Unique: ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, Bulls Say Bear Say |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs, Mutual Funds, Closed-End Funds |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, Mobile |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Alpha Spread and Morningstar Investor both support?
Both platforms cover Screeners, Financials, Watchlist, Portfolio, Alerts, and News workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Alpha Spread and Morningstar Investor require subscriptions?
Both Alpha Spread and Morningstar Investor keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Morningstar Investor ships a dedicated mobile experience, while Alpha Spread focuses on web or desktop access.
What unique strengths set the two platforms apart?
Alpha Spread differentiates itself with Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., and Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts., whereas Morningstar Investor stands out for Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists., Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings., and Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature)..
Keep exploring
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- Stock RoverEditor's pickHands-on review
Overlap: Screeners, Stock Comparison, and Portfolio.
ScreenersStock ComparisonPortfolio - Seeking AlphaEditor's pickHands-on review
Overlap: Screeners, Stock Comparison, and Portfolio.
ScreenersStock ComparisonPortfolio - GuruFocusEditor's pickHands-on review
Overlap: Screeners, Stock Ideas, and Stock Comparison.
ScreenersStock IdeasStock Comparison - TipRanksEditor's pickHands-on review
Overlap: Screeners, Stock Ideas, and Analyst Forecasts.
ScreenersStock IdeasAnalyst Forecasts - Fiscal.aiEditor's pickHands-on review
Overlap: Screeners, Stock Comparison, and Portfolio.
ScreenersStock ComparisonPortfolio - YChartsHands-on review
Overlap: Screeners, Stock Comparison, and Portfolio.
ScreenersStock ComparisonPortfolio
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.