VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Danelfin and Morningstar Investor will find that Both Danelfin and Morningstar Investor concentrate on Screeners, Portfolio, and Watchlist workflows, making them natural alternatives for similar investment research jobs. Danelfin leans into Stock Ideas, and Data APIs, which can be decisive for teams that need depth over breadth. Morningstar Investor stands out with News, Financials, and ETF Holdings that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Danelfin vs Morningstar Investor
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Danelfin adds Stock Ideas, and Data APIs coverage that Morningstar Investor skips.
- Morningstar Investor includes News, Financials, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, and Bulls Say Bear Say categories that Danelfin omits.
- Danelfin highlights: AI Score (1–10) estimates the probability of a stock or ETF outperforming the market over the next three months, based on daily analysis of ~10,000 features per stock across technical, fundamental, and sentiment data., Coverage includes U.S.-listed stocks and ETFs as well as STOXX 600 European stocks, with historical daily AI Scores available since 2017., and REST API with API key authentication and JSON output. Endpoints include rankings, filters (date, ticker, sector, industry, asset type), buy/sell track record filters, and sector/industry breakdowns..
- 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 offers mobile access, which Danelfin skips.
Danelfin
danelfin.com
AI-driven scoring and ranking platform for U.S.-listed stocks, ETFs, and the STOXX 600 in Europe. Offers Free, Plus, and Pro web tiers alongside API-only plans. Historical daily AI Scores are available back to 2017 for Pro/API users. Scores refresh end-of-day, typically about 15 hours after the U.S. close. CSV export and JSON API access are plan-gated.
Platforms
Pricing
Quick highlights
- AI Score (1–10) estimates the probability of a stock or ETF outperforming the market over the next three months, based on daily analysis of ~10,000 features per stock across technical, fundamental, and sentiment data.
- Coverage includes U.S.-listed stocks and ETFs as well as STOXX 600 European stocks, with historical daily AI Scores available since 2017.
- REST API with API key authentication and JSON output. Endpoints include rankings, filters (date, ticker, sector, industry, asset type), buy/sell track record filters, and sector/industry breakdowns.
- API plans (Basic, Expert, Elite) differ by monthly call quotas and rate limits — ranging from 1,000 to 50,000 calls per month.
- Web tiers: Free, Plus, and Pro. Plus unlocks unlimited rankings and reports, while Pro adds CSV export of scores and indicators, historical AI Scores since 2017, alpha signals, trading parameters, and price forecasts (1M/3M/6M horizons).
Morningstar Investor
morningstar.com
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
Pricing
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.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Danelfin
Distinct strengths include:
- AI Score (1–10) estimates the probability of a stock or ETF outperforming the market over the next three months, based on daily analysis of ~10,000 features per stock across technical, fundamental, and sentiment data.
- Coverage includes U.S.-listed stocks and ETFs as well as STOXX 600 European stocks, with historical daily AI Scores available since 2017.
- REST API with API key authentication and JSON output. Endpoints include rankings, filters (date, ticker, sector, industry, asset type), buy/sell track record filters, and sector/industry breakdowns.
- API plans (Basic, Expert, Elite) differ by monthly call quotas and rate limits — ranging from 1,000 to 50,000 calls per month.
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 | Danelfin | Morningstar Investor |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Portfolio, Watchlist, Alerts, Scores, ETF Overview Unique: Stock Ideas, Data APIs | Shared: Screeners, Portfolio, Watchlist, Alerts, Scores, ETF Overview Unique: News, Financials, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Bulls Say Bear Say |
Asset types Supported asset classes and universes | Stocks, ETFs | 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 | Yes | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Danelfin and Morningstar Investor both support?
Both platforms cover Screeners, Portfolio, Watchlist, Alerts, Scores, and ETF Overview workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Danelfin and Morningstar Investor require subscriptions?
Both Danelfin 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 Danelfin focuses on web or desktop access.
What unique strengths set the two platforms apart?
Danelfin differentiates itself with AI Score (1–10) estimates the probability of a stock or ETF outperforming the market over the next three months, based on daily analysis of ~10,000 features per stock across technical, fundamental, and sentiment data., Coverage includes U.S.-listed stocks and ETFs as well as STOXX 600 European stocks, with historical daily AI Scores available since 2017., and REST API with API key authentication and JSON output. Endpoints include rankings, filters (date, ticker, sector, industry, asset type), buy/sell track record filters, and sector/industry breakdowns., 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)..
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.