VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Barron's View Morningstar Investor Back to Home

Head-to-head

Barron's vs Morningstar Investor comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Barron's adds Newsletters, and Videos coverage that Morningstar Investor skips.

Morningstar Investor includes Screeners, Portfolio, Financials, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, and Bulls Say Bear Say categories that Barron's omits.

Barron's highlights: Subscription options: Digital (Barrons.com + apps) or Print + Digital (adds Saturday home delivery)., Weekly Barron's Magazine with each issue available online., and Email newsletters on a range of market and investing topics, with preferences managed through the Customer Center..

Morningstar Investor is known 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)..

Morningstar Investor keeps a free entry point that Barron's lacks.

Barron's

barrons.com

Subscription news and analysis service for investors. Digital plans cover Barrons.com and the mobile/tablet apps, while Print + Digital adds weekly Saturday delivery of the magazine. Most premium content is paywalled. Subscriptions also include newsletters, market alerts, and watchlist functionality.

Platforms

Web

Mobile

Pricing

Subscription

Quick highlights

Subscription options: Digital (Barrons.com + apps) or Print + Digital (adds Saturday home delivery).
Weekly Barron's Magazine with each issue available online.
Email newsletters on a range of market and investing topics, with preferences managed through the Customer Center.
Web and mobile notifications for breaking news and major stories.
Dedicated mobile apps for iOS and Android.

Community votes (overall)

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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.

Platforms

Web

Mobile

Pricing

Free

Subscription

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.

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include News, Alerts, and Watchlist.

Where they differ

Barron's

Distinct strengths include:

Newsletters

Videos

Subscription options: Digital (Barrons.com + apps) or Print + Digital (adds Saturday home delivery).
Weekly Barron's Magazine with each issue available online.
Email newsletters on a range of market and investing topics, with preferences managed through the Customer Center.
Web and mobile notifications for breaking news and major stories.

Morningstar Investor

Distinct strengths include:

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	Barron's	Morningstar Investor
Categories Which research workflows each platform targets	Shared: News, Alerts, Watchlist Unique: Newsletters, Videos	Shared: News, Alerts, Watchlist Unique: Screeners, Portfolio, Financials, 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, ETFs, Mutual Funds	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, Mobile	Web, Mobile
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Subscription options: Digital (Barrons.com + apps) or Print + Digital (adds Saturday home delivery). Weekly Barron's Magazine with each issue available online. Email newsletters on a range of market and investing topics, with preferences managed through the Customer Center. Web and mobile notifications for breaking news and major stories. Dedicated mobile apps for iOS and Android. Podcasts including Streetwise, Barron’s Live, and At Barron’s.	Unique 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. Option to download portfolio holdings in CSV format for backup or analysis.
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 Barron's and Morningstar Investor both support?

Both platforms cover News, Alerts, and Watchlist workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Morningstar Investor offers a free entry point, while Barron's requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Barron's and Morningstar Investor?

Both Barron's and Morningstar Investor support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Barron's differentiates itself with Subscription options: Digital (Barrons.com + apps) or Print + Digital (adds Saturday home delivery)., Weekly Barron's Magazine with each issue available online., and Email newsletters on a range of market and investing topics, with preferences managed through the Customer Center., 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

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.