VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Insider Screener vs Morningstar Investor comparison

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

Quick takeaways

Insider Screener adds Insider Data coverage that Morningstar Investor skips.

Morningstar Investor includes Portfolio, News, Financials, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, and Bulls Say Bear Say categories that Insider Screener omits.

Insider Screener highlights: Insider-trading coverage across multiple regions, including the US, Canada, and major European and Asia-Pacific markets, with data standardized across jurisdictions., Updates appear within minutes of regulatory filings, collected directly from regulators and exchanges., and Powerful screeners for insider buys and sells, cluster activity, “buying the dip,” executive transactions, and earnings-related trades..

Morningstar Investor is known 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)..

Morningstar Investor offers mobile access, which Insider Screener skips.

Insider Screener logo

Insider Screener

insiderscreener.com

Covers global insider trading activity with standardized data across markets. Paid tiers unlock additional screening power, tracking capacity, exports, and performance rankings. Plus allows 25 tracked stocks; Pro adds earnings data and 50 tracked stocks; Premium goes up to 500 tracked stocks with detailed insider performance metrics and priority support. There’s no free trial, but refunds are available within 7 days of purchase.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Insider-trading coverage across multiple regions, including the US, Canada, and major European and Asia-Pacific markets, with data standardized across jurisdictions.
  • Updates appear within minutes of regulatory filings, collected directly from regulators and exchanges.
  • Powerful screeners for insider buys and sells, cluster activity, “buying the dip,” executive transactions, and earnings-related trades.
  • Advanced search tools with saved searches, plus daily email reports and alerts.
  • Export functionality for Excel and CSV, available directly from transaction tables.

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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

Web
Mobile

Pricing

Free
Subscription

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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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Screeners, Watchlist, and Alerts plus 1 more area.

Where they differ

Insider Screener

Distinct strengths include:

  • Insider-trading coverage across multiple regions, including the US, Canada, and major European and Asia-Pacific markets, with data standardized across jurisdictions.
  • Updates appear within minutes of regulatory filings, collected directly from regulators and exchanges.
  • Powerful screeners for insider buys and sells, cluster activity, “buying the dip,” executive transactions, and earnings-related trades.
  • Advanced search tools with saved searches, plus daily email reports and alerts.

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

AttributeInsider ScreenerMorningstar Investor
Categories

Which research workflows each platform targets

Shared: Screeners, Watchlist, Alerts, Scores

Unique: Insider Data

Shared: Screeners, Watchlist, Alerts, Scores

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

Asset types

Supported asset classes and universes

Stocks

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

Web, Mobile

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Insider-trading coverage across multiple regions, including the US, Canada, and major European and Asia-Pacific markets, with data standardized across jurisdictions.
  • Updates appear within minutes of regulatory filings, collected directly from regulators and exchanges.
  • Powerful screeners for insider buys and sells, cluster activity, “buying the dip,” executive transactions, and earnings-related trades.
  • Advanced search tools with saved searches, plus daily email reports and alerts.
  • Export functionality for Excel and CSV, available directly from transaction tables.
  • Premium “Top Insiders” ranking that highlights individuals by average return, success rate, and transaction count, excluding pre-planned trades.

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

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Insider Screener and Morningstar Investor both support?

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

Do Insider Screener and Morningstar Investor require subscriptions?

Both Insider Screener 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 Insider Screener focuses on web or desktop access.

What unique strengths set the two platforms apart?

Insider Screener differentiates itself with Insider-trading coverage across multiple regions, including the US, Canada, and major European and Asia-Pacific markets, with data standardized across jurisdictions., Updates appear within minutes of regulatory filings, collected directly from regulators and exchanges., and Powerful screeners for insider buys and sells, cluster activity, “buying the dip,” executive transactions, and earnings-related trades., 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)..

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.