VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View BloombergView Morningstar InvestorBack to Home

Head-to-head

Bloomberg vs Morningstar Investor comparison

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

Quick takeaways

Bloomberg 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 Bloomberg omits.

Bloomberg highlights: Digital Access plan includes unlimited Bloomberg.com and app usage, with live TV, radio, podcasts, and audio articles., Annual + Businessweek Print subscription adds the weekly magazine in print form, alongside full digital access., and Catalog of newsletters such as *Markets Daily*, *Morning Briefing*, and *Money Stuff*; some are subscriber-only, while others are free..

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 Bloomberg lacks.

Bloomberg logo

Bloomberg

bloomberg.com

Bloomberg’s consumer subscription service provides unlimited access to Bloomberg.com and the mobile app. Digital Access includes news, analysis, live TV/radio, podcasts, and audio articles. An Annual + Businessweek Print plan adds the weekly magazine in print. Most content is paywalled, though a selection of newsletters is free. Registered users can create watchlists (up to 10 lists with 25 securities each) and opt into alerts. Browser push notifications and mobile app alerts are supported.

Platforms

Web
Mobile

Pricing

Subscription

Quick highlights

  • Digital Access plan includes unlimited Bloomberg.com and app usage, with live TV, radio, podcasts, and audio articles.
  • Annual + Businessweek Print subscription adds the weekly magazine in print form, alongside full digital access.
  • Catalog of newsletters such as *Markets Daily*, *Morning Briefing*, and *Money Stuff*; some are subscriber-only, while others are free.
  • Market Data watchlist functionality: up to 10 lists, each with 25 securities and 100 lots. Supports stocks, funds, and currencies.
  • Watchlist alerts allow subscribers to receive notifications when a U.S. equity closes.

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Morningstar Investor logo

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

Bloomberg

Distinct strengths include:

Newsletters
Videos
  • Digital Access plan includes unlimited Bloomberg.com and app usage, with live TV, radio, podcasts, and audio articles.
  • Annual + Businessweek Print subscription adds the weekly magazine in print form, alongside full digital access.
  • Catalog of newsletters such as *Markets Daily*, *Morning Briefing*, and *Money Stuff*; some are subscriber-only, while others are free.
  • Market Data watchlist functionality: up to 10 lists, each with 25 securities and 100 lots. Supports stocks, funds, and currencies.

Morningstar Investor

Distinct strengths include:

Screeners
Portfolio
Financials
ETF Overview
ETF Holdings
Fund Overview
Fund Performance
Fund Holdings
  • 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

AttributeBloombergMorningstar 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, Currencies

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

  • Digital Access plan includes unlimited Bloomberg.com and app usage, with live TV, radio, podcasts, and audio articles.
  • Annual + Businessweek Print subscription adds the weekly magazine in print form, alongside full digital access.
  • Catalog of newsletters such as *Markets Daily*, *Morning Briefing*, and *Money Stuff*; some are subscriber-only, while others are free.
  • Market Data watchlist functionality: up to 10 lists, each with 25 securities and 100 lots. Supports stocks, funds, and currencies.
  • Watchlist alerts allow subscribers to receive notifications when a U.S. equity closes.
  • Browser push alerts provide regional and global news broadcasts, available on an opt-in basis.

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 Bloomberg 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 Bloomberg requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Bloomberg and Morningstar Investor?

Both Bloomberg 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?

Bloomberg differentiates itself with Digital Access plan includes unlimited Bloomberg.com and app usage, with live TV, radio, podcasts, and audio articles., Annual + Businessweek Print subscription adds the weekly magazine in print form, alongside full digital access., and Catalog of newsletters such as *Markets Daily*, *Morning Briefing*, and *Money Stuff*; some are subscriber-only, while others are free., 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.

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.