ETF Action vs Morningstar Investor comparison

ETF Action focuses on ETF Overview, ETF Performance, and ETF Holdings while Morningstar Investor specializes in Stock Ideas, Screeners, and Stock Comparison. They overlap in 6 categories, so choose based on your preferred workflow and pricing.

Good news—both ETF Action and Morningstar Investor offer free plans. You can try each platform without commitment and only pay when you need premium features.

Morningstar Investor has a mobile app so you can check your research on the go. ETF Action is web-only, so you'll need a browser to access it from mobile devices.

ETF Action provides API access for programmatic data retrieval and custom integrations. Morningstar Investor doesn't currently offer an API, so you'll need to use their web interface.

Choose ETF Action if you need Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., and Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models.. Go with Morningstar Investor if Screeners: create your own screens using 200+ unique data points; save custom views for portfolios, watchlists, and screeners., and Investment discovery: pre‑filtered investment lists plus the ability to find/compare securities using valuation and performance metrics (described as spanning global company & share‑class data). better fits how you invest.

Both cover ETFs, and Stocks. Morningstar Investor adds coverage for Mutual Funds, Closed-End Funds, and Funds.

ETF Action offers real-time data feeds, which is essential for active traders. Morningstar Investor uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

ETF Action supports data exports to Excel, CSV, and PDF. Morningstar Investor has more limited export options.

Both ETF Action and Morningstar Investor include stock screeners. Try each to see which filtering options and interface you prefer.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.