Tool Comparison
Beanvest vs Morningstar Investor
- Paid from
- $6.58/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $6.58/mo instead of $20.75/mo
- Paid from
- $20.75/mo
- Free plan
- No
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want stock comparison, portfolio, and watchlist.
- You've outgrown the basics and want pro-level depth
Pick Beanvest instead if
Beanvest
Free • From $79/yr · Web
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $6.58/mo instead of $20.75/mo
Start here
Morningstar Investor
From $249/yr · Web · Mobile
- You do a lot of your research from your phone
- You want stock comparison, portfolio, and watchlist.
- You've outgrown the basics and want pro-level depth
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Beanvest and Morningstar Investor cover a lot of the same ground (4 shared categories, including screeners, stock ideas, and scores), so for the basics you won't go far wrong with either. Morningstar Investor simply does more: 12 categories to Beanvest's 4, including stock comparison, portfolio, and watchlist, plus a mobile app. Beanvest counters by letting you start free.
What readers say
Beanvest
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Morningstar Investor
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Key differences at a glance
- Free plan
- Beanvest
- Cheaper paid plan
- Beanvest$6.58/mo vs $20.75/mo
- Free trial
- Morningstar Investor7 days
- Broader coverage
- Morningstar Investor12 vs 4 categories
- Mobile app
- Morningstar Investor
- Asset coverage
- Morningstar InvestorAdds ETFs and mutual funds
What Beanvest does best
- Review stock research reports built around Beanvest's overall Quality Score and component scores.
- Break down company quality across moat, pricing power, predictability, financial strength, capital allocation, and management.
- A Quality Stocks list with configurable columns and filters.
- Premium filters for valuation status and individual score components when comparing quality candidates.
- Review fair value labels that compare current price with Beanvest's fair value framework, where those estimates are included.
What Morningstar Investor does best
- Research coverage for stocks, ETFs, mutual funds, and closed-end funds with Morningstar ratings, analyst notes, reports, screeners, watchlists, and portfolio tools.
- Stock research built around Morningstar fair value estimates, Economic Moat Ratings, rating-change coverage, valuation context, commentary, and news.
- Evaluation tools for funds and ETFs with Morningstar star ratings, Morningstar Medalist Ratings, analyst notes, fund reports, performance context, fees, and holdings views.
- Tools for building stock, fund, and ETF screens using more than 200 data points, then save custom views for portfolios, watchlists, and screeners.
- Portfolio X-Ray to inspect asset allocation, sector exposure, fees, risk, stock style, and portfolio-level or fund-level composition.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $79/yr | From $249/yr |
Free tier | Yes | No |
Free trial | — | 7 days |
Plan limits | 3 limits: Premium early bird: free trial: No free trial., Premium early bird: refunds: No refunds. +1 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Retail Traders, Pro Retail +2 more |
Categories covered | 4 | 12 |
Regions | North America | — |
| Data & capabilities | ||
Capabilities | Universe builder | Universe builder |
Security | Status page | — |
| Try it | Visit Beanvest | Visit Morningstar Investor |
Standout features
The best features of Beanvest and Morningstar Investor.ShowHide
Standout features
What Beanvest does best
- Review stock research reports built around Beanvest's overall Quality Score and component scores.
- Break down company quality across moat, pricing power, predictability, financial strength, capital allocation, and management.
- A Quality Stocks list with configurable columns and filters.
- Premium filters for valuation status and individual score components when comparing quality candidates.
- Review fair value labels that compare current price with Beanvest's fair value framework, where those estimates are included.
What Morningstar Investor does best
- Research coverage for stocks, ETFs, mutual funds, and closed-end funds with Morningstar ratings, analyst notes, reports, screeners, watchlists, and portfolio tools.
- Stock research built around Morningstar fair value estimates, Economic Moat Ratings, rating-change coverage, valuation context, commentary, and news.
- Evaluation tools for funds and ETFs with Morningstar star ratings, Morningstar Medalist Ratings, analyst notes, fund reports, performance context, fees, and holdings views.
- Tools for building stock, fund, and ETF screens using more than 200 data points, then save custom views for portfolios, watchlists, and screeners.
- Portfolio X-Ray to inspect asset allocation, sector exposure, fees, risk, stock style, and portfolio-level or fund-level composition.
All details
Every attribute we track for Beanvest and Morningstar Investor.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsMutual FundsClosed-End FundsFunds |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsQuality InvestorsValue Investors | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | North America | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Plans & trust | ||
Security & compliance | Status page | Not specified |
Capability signals | Universe builder | Universe builder |
Vendor & support | Yuki CapitalCountry: FranceFounded 2020 | Morningstar, Inc.Country: United StatesFounded 1984 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | — |
| Entry paid plan | $79/yr≈ $6.58/mo“Premium early bird”free trial: No free trial. · refunds: No refunds. · +1 more | $249/yr≈ $20.75/mo“Investor yearly” |
| Top plan | — | $34.95/mo“Investor monthly” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Beanvest and Morningstar Investor?
Beanvest leans toward screeners, stock ideas, and scores, while Morningstar Investor puts more weight on stock ideas, screeners, and stock comparison. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Beanvest or Morningstar Investor free to use?
Beanvest has a free tier, so you can get started without paying anything. Morningstar Investor is paid-only. If budget matters, start with Beanvest and see how far it takes you before opening your wallet.
Which is better for beginners: Beanvest or Morningstar Investor?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Can I use Beanvest or Morningstar Investor on my phone?
Morningstar Investor lists a dedicated mobile app, so it travels better. Beanvest doesn't list a dedicated mobile app; its documented access is web.
Should I choose Beanvest or Morningstar Investor?
It depends on what you're after. Pick Beanvest if you prefer its overall approach; go with Morningstar Investor if you'd rather have stock comparison and portfolio. And if you only need the basics both share, let price decide.
What asset classes do Beanvest and Morningstar Investor cover?
Both cover stocks. Morningstar Investor adds ETFs, mutual funds, and closed-end funds on top.
Are Beanvest and Morningstar Investor good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Beanvest or Morningstar Investor?
Both Beanvest and Morningstar Investor include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Beanvest or Morningstar Investor?
Morningstar Investor handles portfolio tracking. Beanvest is really a research tool; you'd track your portfolio elsewhere.
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