VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, October 28, 2025

Tool Comparison

Fintel vs Morningstar Investor comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Fintel adds Short Interest, Insider Data, 13F, 13D/13G, Which ETF includes this Stock?, Improved Filings, Options, Data APIs, Dark Pool & Off-Exchange, and Dividend coverage that Morningstar Investor skips.

Morningstar Investor includes Financials, ETF Overview, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, and Bulls Say Bear Say categories that Fintel omits.

Morningstar Investor offers mobile access, which Fintel skips.

In depth comparison

Fintel logo

Fintel

fintel.io

Platform for ownership, filings, short interest, and options sentiment with broad global coverage. Plans range from Free through Bronze, Silver, and Gold, with premium features like the Workbench, Portfolio Builder, and custom quant models reserved for higher tiers. Real-time options flow, unusual options activity, and Excel export are available on paid plans. Broker account linking is supported via Plaid (U.S. only).

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages.
  • Off-exchange and dark pool short volume reported from FINRA feeds.
  • Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data.
  • Dedicated “Which ETF holds this stock?” pages showing ETF-level exposure by ticker.
  • Insider trading data from Forms 3, 4, and 5, with real-time alerts and identification of 10b5-1 trading plans.

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Morningstar Investor logo

Morningstar Investor

morningstar.com

Hands-on review

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.

Platforms

WebMobile

Pricing

FreeSubscription

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.

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Where they differ

Fintel

Distinct strengths include:

  • Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages.
  • Off-exchange and dark pool short volume reported from FINRA feeds.
  • Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data.
  • Dedicated “Which ETF holds this stock?” pages showing ETF-level exposure by ticker.

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

AttributeFintelMorningstar Investor
Categories

Which research workflows each platform targets

Shared: ETF Holdings, Screeners, Portfolio, Watchlist, Alerts, News

Unique: Short Interest, Insider Data, 13F, 13D/13G, Which ETF includes this Stock?, Improved Filings, Options, Data APIs, Dark Pool & Off-Exchange, Dividend

Shared: ETF Holdings, Screeners, Portfolio, Watchlist, Alerts, News

Unique: Financials, ETF Overview, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, Bulls Say Bear Say

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Options, Bonds

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

  • Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages.
  • Off-exchange and dark pool short volume reported from FINRA feeds.
  • Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data.
  • Dedicated “Which ETF holds this stock?” pages showing ETF-level exposure by ticker.
  • Insider trading data from Forms 3, 4, and 5, with real-time alerts and identification of 10b5-1 trading plans.
  • Unusual options activity and sentiment monitoring, with real-time options flow available to premium users.

Unique

  • 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.
  • Option to download portfolio holdings in CSV format for backup or analysis.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do Fintel and Morningstar Investor both support?

Both platforms cover ETF Holdings, Screeners, Portfolio, Watchlist, Alerts, and News workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Fintel and Morningstar Investor require subscriptions?

Both Fintel 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 Fintel focuses on web or desktop access.

What unique strengths set the two platforms apart?

Fintel differentiates itself with Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages., Off-exchange and dark pool short volume reported from FINRA feeds., and Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data., 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)..

Keep exploring

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.