Tool Comparison
FINVIZ vs Morningstar Investor
- Paid from
- $39.50/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web
Best if
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want ETF screeners, data visualizations, and correlation.
- Paid from
- $34.95/mo, billed monthly
- Free plan
- No
- Platforms
- Web, Mobile
Best if
- You want a lower paid starting price: $34.95/mo, billed monthly instead of $39.50/mo, billed monthly
- You do a lot of your research from your phone
- You want stock ideas, watchlist, and fund analysis.
Pick FINVIZ if
FINVIZ
Free • From $39.50/mo, billed monthly · Web
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want ETF screeners, data visualizations, and correlation.
Pick Morningstar Investor if
Morningstar Investor
From $34.95/mo, billed monthly · Web · Mobile
- You want a lower paid starting price: $34.95/mo, billed monthly instead of $39.50/mo, billed monthly
- You do a lot of your research from your phone
- You want stock ideas, watchlist, and fund analysis.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
FINVIZ and Morningstar Investor cover a lot of the same ground (6 shared categories, including screeners, stock comparison, and portfolio), so for the basics you won't go far wrong with either. FINVIZ simply does more: 15 categories to Morningstar Investor's 12, including ETF screeners, data visualizations, and correlation. Morningstar Investor counters by offering a lower paid starting price at $34.95/mo, billed monthly.
What readers say
FINVIZ
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Morningstar Investor
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Key differences at a glance
- Free plan
- FINVIZ
- Cheaper paid plan
- Morningstar Investor$34.95/mo, billed monthly vs $39.50/mo, billed monthly
- Free trial
- Morningstar Investor7 days
- Broader coverage
- FINVIZ15 vs 12 categories
- Mobile app
- Morningstar Investor
- Real-time data
- FINVIZ
What FINVIZ does best
- Screening for U.S. stocks and ETFs with a mix of valuation, growth, profitability, technical, ownership, dividend, and performance filters.
- Heat maps, sector/group views, and snapshot pages to spot where market strength, weakness, and unusual moves are clustering.
- Saved screener presets with table, chart and snapshot result views.
- Quote pages support ticker-level research with links to financials, charts, news, insider trades, filings, options, short interest, and peer comparisons.
- Review fundamental context with financial statements, EPS and sales charts, ownership pages, insider transactions, and 13F manager holdings.
What Morningstar Investor does best
- Research coverage for stocks, ETFs, mutual funds, and closed-end funds with Morningstar ratings, analyst notes, reports, screeners, watchlists, and portfolio tools.
- Stock research built around Morningstar fair value estimates, Economic Moat Ratings, rating-change coverage, valuation context, commentary, and news.
- Evaluation tools for funds and ETFs with Morningstar star ratings, Morningstar Medalist Ratings, analyst notes, fund reports, performance context, fees, and holdings views.
- Tools for building stock, fund, and ETF screens using more than 200 data points, then save custom views for portfolios, watchlists, and screeners.
- Portfolio X-Ray to inspect asset allocation, sector exposure, fees, risk, stock style, and portfolio-level or fund-level composition.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39.50/mo, billed monthly | From $34.95/mo, billed monthly |
Free tier | Yes | No |
Free trial | — | 7 days |
Plan limits | 16 limits: Free: screener presets: Limited; current public pricing does not state the Free cap, Free: items per page: 20 (table) / 36 (charts) / 10 (snapshots) +14 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | No | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Retail Traders, Pro Retail +2 more |
Categories covered | 15 | 12 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | Latency: Real-time | — |
Capabilities | Universe builder and Correlation | Universe builder |
| Try it | Visit FINVIZ | Visit Morningstar Investor |
Standout features
The best features of FINVIZ and Morningstar Investor.ShowHide
Standout features
What FINVIZ does best
- Screening for U.S. stocks and ETFs with a mix of valuation, growth, profitability, technical, ownership, dividend, and performance filters.
- Heat maps, sector/group views, and snapshot pages to spot where market strength, weakness, and unusual moves are clustering.
- Saved screener presets with table, chart and snapshot result views.
- Quote pages support ticker-level research with links to financials, charts, news, insider trades, filings, options, short interest, and peer comparisons.
- Review fundamental context with financial statements, EPS and sales charts, ownership pages, insider transactions, and 13F manager holdings.
What Morningstar Investor does best
- Research coverage for stocks, ETFs, mutual funds, and closed-end funds with Morningstar ratings, analyst notes, reports, screeners, watchlists, and portfolio tools.
- Stock research built around Morningstar fair value estimates, Economic Moat Ratings, rating-change coverage, valuation context, commentary, and news.
- Evaluation tools for funds and ETFs with Morningstar star ratings, Morningstar Medalist Ratings, analyst notes, fund reports, performance context, fees, and holdings views.
- Tools for building stock, fund, and ETF screens using more than 200 data points, then save custom views for portfolios, watchlists, and screeners.
- Portfolio X-Ray to inspect asset allocation, sector exposure, fees, risk, stock style, and portfolio-level or fund-level composition.
All details
Every attribute we track for FINVIZ and Morningstar Investor.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptions | StocksETFsMutual FundsClosed-End FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term Investors | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | Not specified |
| Access & integrations | ||
Export formats | Excel | Not specified |
| Plans & trust | ||
Capability signals | Universe builderCorrelation | Universe builder |
Vendor & support | Support: Email | Morningstar, Inc.Country: United StatesFounded 1984 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freescreener presets: Limited; current public pricing does not state the Free cap · items per page: 20 (table) / 36 (charts) / 10 (snapshots) · +4 more | — |
| Entry paid plan | $299.50/yrBilled annually≈ $24.96/mo“Elite annual”screener presets: Unlimited · portfolios: 100 · +2 more | $249/yrBilled annually≈ $20.75/mo“Investor yearly” |
| Top plan | $39.50/moBilled monthly“Elite monthly”screener presets: Unlimited · items per page: Up to 100 (table) / 120 (charts) / 50 (snapshots) · +4 more | $34.95/moBilled monthly“Investor monthly” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between FINVIZ and Morningstar Investor?
FINVIZ leans toward screeners, ETF screeners, and stock comparison, while Morningstar Investor puts more weight on stock ideas, screeners, and stock comparison. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
Is FINVIZ or Morningstar Investor free to use?
FINVIZ has a free tier, so you can get started without paying anything. Morningstar Investor is paid-only. If budget matters, start with FINVIZ and see how far it takes you before opening your wallet.
Can I use FINVIZ or Morningstar Investor on my phone?
Morningstar Investor lists a dedicated mobile app, so it travels better. FINVIZ doesn't list a dedicated mobile app; its documented access is web.
Should I choose FINVIZ or Morningstar Investor?
It depends on what you're after. Pick FINVIZ if ETF screeners and data visualizations matter to you; go with Morningstar Investor if you'd rather have stock ideas and watchlist. And if you only need the basics both share, let price decide.
What asset classes do FINVIZ and Morningstar Investor cover?
Both cover stocks and ETFs. FINVIZ also handles options. Morningstar Investor adds mutual funds, closed-end funds, and funds on top.
Does FINVIZ or Morningstar Investor have real-time data?
FINVIZ offers real-time data, which matters if you trade actively. Morningstar Investor runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from FINVIZ and Morningstar Investor?
FINVIZ exports to Excel. Morningstar Investor is stingier about getting data out.
Is FINVIZ or Morningstar Investor better for day trading?
FINVIZ is the one positioned more for active traders. Morningstar Investor is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: FINVIZ or Morningstar Investor?
Both FINVIZ and Morningstar Investor include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with FINVIZ or Morningstar Investor?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.