Finbox vs Morningstar Investor comparison

Finbox focuses on Stock Ideas, Screeners, and Stock Comparison while Morningstar Investor specializes in Stock Ideas, Screeners, and Stock Comparison. They overlap in 5 categories, so choose based on your preferred workflow and pricing.

Good news—both Finbox 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. Finbox is web-only, so you'll need a browser to access it from mobile devices.

Choose Finbox if you need Stock screener with filters, columns, sorting, saved screens, and “import results to watchlist” workflow; exports are CSV and require Starter + Data Boost or Professional., and Data Explorer with 1,000+ metrics plus metric definitions and example calculations.. 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 Stocks, and ETFs. Morningstar Investor adds coverage for Mutual Funds, Closed-End Funds, and Funds.

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

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

Morningstar Investor offers portfolio tracking features. Finbox is more focused on research and analysis.