Finbox vs Morningstar Investor comparison

Both platforms cover Screeners, Stock Ideas, Stock Comparison, Watchlist, and Valuation Models workflows, so you can research those use cases in either tool before digging into the feature differences below.

Morningstar Investor offers a free entry point, while Finbox requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Morningstar Investor ships a dedicated mobile experience, while Finbox focuses on web or desktop access.

Finbox differentiates itself with Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa., Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics., and CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional)., whereas Morningstar Investor stands out for Screeners: create your own screens using 200+ unique data points; save custom views for portfolios, watchlists, and screeners., 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)., and Funds & ETFs: Morningstar Rating for Funds (“star rating”) based on a quantitative evaluation of past performance; plus Morningstar Medalist Rating (Gold/Silver/Bronze/Neutral/Negative) for forward‑looking conviction..