Tool Comparison
Danelfin vs Morningstar Investor
- Paid from
- $22/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You want APIs & data feeds.
- Paid from
- $20.75/mo
- Free plan
- No
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $20.75/mo instead of $22/mo
- You want stock comparison, fund analysis, and valuation models.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Danelfin instead if
Danelfin
Free • From $264/yr · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
Start here
Morningstar Investor
From $249/yr · Web · Mobile
- You want the cheaper way in: plans start at $20.75/mo instead of $22/mo
- You want stock comparison, fund analysis, and valuation models.
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Danelfin and Morningstar Investor cover a lot of the same ground (7 shared categories, including stock ideas, screeners, and portfolio), so for the basics you won't go far wrong with either. Morningstar Investor simply does more: 12 categories to Danelfin's 8, including stock comparison, fund analysis, and valuation models. Danelfin counters by letting you start free.
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Key differences at a glance
- Free plan
- Danelfin
- Cheaper paid plan
- Morningstar Investor$20.75/mo vs $22/mo
- Broader coverage
- Morningstar Investor12 vs 8 categories
- API access
- Danelfin
- Asset coverage
- Morningstar InvestorAdds mutual funds and closed-end funds
What Danelfin does best
- Rank U.S.-listed stocks, U.S.-listed ETFs, and selected European stocks by Danelfin AI Score, which estimates three-month market-outperformance probability.
- Screen by asset type, ticker, sector, industry, AI Score, sub-scores, buy or sell signals, trade ideas, and plan-specific ranking filters.
- Review stock and ETF pages with AI Score context, historical score behavior, rankings, ratings, and supporting technical, fundamental, and sentiment inputs.
- Review top lists, themes, sector and industry views, and a daily Top 10 stocks newsletter.
- Monitor portfolios with score-upgrade and score-downgrade alerts, with portfolio count and holding limits increasing by plan.
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 $264/yr | From $249/yr |
Free tier | Yes | No |
Free trial | 14 days | 7 days |
Plan limits | 15 limits: Free (Web): reports: 10/month, Free (Web): portfolios: 1 +13 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | — |
Integrations | MCP Server | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +2 more |
Categories covered | 8 | 12 |
Regions | North America, Europe | — |
| Data & capabilities | ||
Data quality | Latency: End of Day and Granularity: EOD | — |
Capabilities | Universe builder and Broker sync | Universe builder |
| Try it | Visit Danelfin | Visit Morningstar Investor |
Standout features
The best features of Danelfin and Morningstar Investor.ShowHide
Standout features
What Danelfin does best
- Rank U.S.-listed stocks, U.S.-listed ETFs, and selected European stocks by Danelfin AI Score, which estimates three-month market-outperformance probability.
- Screen by asset type, ticker, sector, industry, AI Score, sub-scores, buy or sell signals, trade ideas, and plan-specific ranking filters.
- Review stock and ETF pages with AI Score context, historical score behavior, rankings, ratings, and supporting technical, fundamental, and sentiment inputs.
- Review top lists, themes, sector and industry views, and a daily Top 10 stocks newsletter.
- Monitor portfolios with score-upgrade and score-downgrade alerts, with portfolio count and holding limits increasing by plan.
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 Danelfin and Morningstar Investor.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsMutual FundsClosed-End FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | North AmericaEurope | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey | Not specified |
Import methods | Manual | Not specified |
Integrations | MCP Server | Not specified |
Export formats | CSVJSON | Not specified |
| Plans & trust | ||
Capability signals | Universe builderBroker sync | Universe builder |
Vendor & support | Danelfin Technologies, S.L.Country: SpainSupport: Email | Morningstar, Inc.Country: United StatesFounded 1984 |
Curation ratings | Methodology 4/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Free (Web)”reports: 10/month · portfolios: 1 · +1 more | — |
| Entry paid plan | $264/yr≈ $22/mo“Plus (Web Annual)”portfolios: 3 portfolios, 25 stocks/ETFs per portfolio | $249/yr≈ $20.75/mo“Investor yearly” |
| Tier 2 | $624/yr≈ $52/mo“API Basic (Annual)”calls: 2,500/month · rate limit: 60/minute | $34.95/mo“Investor monthly” |
| Tier 3 | $708/yr≈ $59/mo“Pro (Web Annual)”portfolios: 10 portfolios, 50 stocks/ETFs per portfolio | — |
| Tier 4 | $1608/yr≈ $134/mo“Elite (Web Annual)”api: API Expert included · portfolios: Unlimited | — |
| Tier 5 | $1788/yr≈ $149/mo“API Expert (Annual)”calls: 10,000/month · rate limit: 120/minute | — |
| Top plan | $5388/yr≈ $449/mo“API Max (Annual)”calls: 50,000/month · rate limit: 180/minute | — |
| Free trial | 14 days | 7 days |
Questions we keep getting
What's the difference between Danelfin and Morningstar Investor?
Danelfin leans toward stock ideas, screeners, and portfolio, while Morningstar Investor puts more weight on stock ideas, screeners, and stock comparison. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
Is Danelfin or Morningstar Investor free to use?
Danelfin has a free tier, so you can get started without paying anything. Morningstar Investor is paid-only. If budget matters, start with Danelfin and see how far it takes you before opening your wallet.
Does Danelfin or Morningstar Investor have an API?
Danelfin has an API for programmatic access and custom integrations. Morningstar Investor doesn't, so you're working through its interface.
Should I choose Danelfin or Morningstar Investor?
It depends on what you're after. Pick Danelfin if APIs & data feeds matter to you; go with Morningstar Investor if you'd rather have stock comparison and fund analysis. And if you only need the basics both share, let price decide.
What asset classes do Danelfin and Morningstar Investor cover?
Both cover stocks and ETFs. Morningstar Investor adds mutual funds, closed-end funds, and funds on top.
Can I export data from Danelfin and Morningstar Investor?
Danelfin exports to CSV. Morningstar Investor is stingier about getting data out.
Which has a better stock screener: Danelfin or Morningstar Investor?
Both Danelfin 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 Danelfin or Morningstar Investor?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.