Tool Comparison
Morningstar Investor vs PortfoliosLab
- Paid from
- $249/yr, billed annually
- Free plan
- No
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want stock ideas, ETF analysis, and valuation models.
- Paid from
- $100/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- You want a lower paid starting price: $100/yr, billed annually instead of $249/yr, billed annually
- You want an API so you can script or automate things
Pick Morningstar Investor if
Morningstar Investor
From $249/yr, billed annually · Web · Mobile
- You do a lot of your research from your phone
- You want stock ideas, ETF analysis, and valuation models.
Pick PortfoliosLab if
PortfoliosLab
Free • From $100/yr, billed annually · Web · API
- You'd rather start free and only pay if you outgrow it
- You want a lower paid starting price: $100/yr, billed annually instead of $249/yr, billed annually
- You want an API so you can script or automate things
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Morningstar Investor and PortfoliosLab cover a lot of the same ground (5 shared categories, including screeners, stock comparison, and portfolio), so for the basics you won't go far wrong with either. PortfoliosLab simply does more: 17 categories to Morningstar Investor's 12, including backtesting, correlation, and risk metrics. Morningstar Investor counters by keeping things simpler.
What readers say
Morningstar Investor
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PortfoliosLab
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Key differences at a glance
- Free plan
- PortfoliosLab
- Cheaper paid plan
- PortfoliosLab$100/yr, billed annually vs $249/yr, billed annually
- Free trial
- Morningstar Investor7 days
- Broader coverage
- PortfoliosLab17 vs 12 categories
- Mobile app
- Morningstar Investor
- API access
- PortfoliosLab
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.
What PortfoliosLab does best
- Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
- Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Correlation, alpha and beta, factor, diversification, and optimization tools, including mean-variance, risk parity, HRP, and HERC.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
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 | From $249/yr, billed annually | Free • From $100/yr, billed annually |
Free tier | No | Yes |
Free trial | 7 days | — |
Plan limits | — | 25 limits: Free: watchlists: 1, Free: watchlist symbols: 100 +23 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | Yes |
Broker sync | — | No |
Integrations | — | MCP, ChatGPT +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +6 more |
Categories covered | 12 | 17 |
Regions | — | North America, Europe |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Capabilities | Universe builder | 6 signals: Factor exposure, VaR/ES +4 more |
| Try it | Visit Morningstar Investor | Visit PortfoliosLab |
Standout features
The best features of Morningstar Investor and PortfoliosLab.ShowHide
Standout features
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.
What PortfoliosLab does best
- Backtest portfolios and single instruments with configurable rebalancing, benchmark comparisons, and longer historical windows on paid plans.
- Analysis of performance, drawdowns, volatility, VaR, CVaR, Sharpe, Sortino, Omega, Calmar, Martin, Treynor, and related risk-adjusted ratios.
- Comparison tools for stocks, ETFs, mutual funds, funds, crypto, and currency instruments across performance, risk, drawdown, and diversification views.
- Correlation, alpha and beta, factor, diversification, and optimization tools, including mean-variance, risk parity, HRP, and HERC.
- Screening for stocks, ETFs, and mutual funds with daily-recalculated filters, then export results where the selected plan allows it.
All details
Every attribute we track for Morningstar Investor and PortfoliosLab.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsFunds | StocksETFsMutual FundsFundsCryptosCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue Investors | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsQuants/DevelopersAnalystsFinancial Advisors |
Regions | Not specified | North AmericaEurope |
Coverage details | Identifiers: Ticker | Countries: US and GBIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: NoneDocs |
Import methods | Not specified | ManualCSV |
Integrations | Not specified | MCPChatGPTClaude |
| Plans & trust | ||
Capability signals | Universe builder | Factor exposureVaR/ESPerformance attributionRebalancingPortfolio factor exposureCorrelation |
Vendor & support | Morningstar, Inc.Country: United StatesFounded 1984 | PortfoliosLab Analytics FZCOCountry: United Arab EmiratesSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Freewatchlists: 1 · watchlist symbols: 100 · +4 more |
| Entry paid plan | $249/yrBilled annually≈ $20.75/mo“Investor yearly” | $100/yrBilled annually≈ $8.33/mo“Plus”watchlists: 5 · private portfolios: 5 · +4 more |
| Tier 2 | $34.95/moBilled monthly“Investor monthly” | $250/yrBilled annually≈ $20.83/mo“Pro”watchlists: 10 · private portfolios: Unlimited · +4 more |
| Top plan | — | $900/yrBilled annually≈ $75/mo“Max”watchlists: 10 · watchlist symbols: 2,000 · +5 more |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Morningstar Investor and PortfoliosLab?
Morningstar Investor leans toward stock ideas, screeners, and stock comparison, while PortfoliosLab puts more weight on portfolio, watchlist, and backtesting. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is Morningstar Investor or PortfoliosLab free to use?
PortfoliosLab has a free tier, so you can get started without paying anything. Morningstar Investor is paid-only. If budget matters, start with PortfoliosLab and see how far it takes you before opening your wallet.
Can I use Morningstar Investor or PortfoliosLab on my phone?
Morningstar Investor lists a dedicated mobile app, so it travels better. PortfoliosLab doesn't list a dedicated mobile app; its documented access is web and API.
Does Morningstar Investor or PortfoliosLab have an API?
PortfoliosLab has an API for programmatic access and custom integrations. Morningstar Investor doesn't, so you're working through its interface.
Should I choose Morningstar Investor or PortfoliosLab?
It depends on what you're after. Pick Morningstar Investor if stock ideas and ETF analysis matter to you; go with PortfoliosLab if you'd rather have backtesting and correlation. And if you only need the basics both share, let price decide.
What asset classes do Morningstar Investor and PortfoliosLab cover?
Both cover stocks, ETFs, mutual funds, and funds. Morningstar Investor also handles closed-end funds. PortfoliosLab adds cryptos and currencies on top.
Are Morningstar Investor and PortfoliosLab good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: Morningstar Investor or PortfoliosLab?
Both Morningstar Investor and PortfoliosLab 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 Morningstar Investor or PortfoliosLab?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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