Morningstar Investor adds Portfolio, Financials, ETF Overview, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, and Bulls Say Bear Say coverage that Quiver Quantitative skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
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Sunday, December 7, 2025
Tool Comparison
Morningstar Investor vs Quiver Quantitative comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Quiver Quantitative includes Backtesting, US Government Trades, Investor Holdings, Reddit, Data APIs, Splits, Insider Data, Institutional Data, Which ETF includes this Stock?, 13F, Patents / USPTO, and Dark Pool & Off-Exchange categories that Morningstar Investor omits.
In depth comparison
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.
Categories
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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Quiver Quantitative
quiverquant.com
Hands-on review
Premium unlocks stock screeners, alerts, backtesters for Congress and institutional trades, strategy dashboards, Smart Score/Bull–Bear ratings, customizable watchlists, early access to news/videos, and data export samples. Copytrading is available through partner Quantbase. Premium runs $25/month or $300/year with a free trial (7 days on monthly, 30 days on annual). The Quiver API is sold separately under tiered plans (Hobbyist, Trader, Institution).
Categories
Platforms
WebMobileAPI
Pricing
FreeSubscription
Quick highlights
- Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more.
- Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians.
- Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time.
- Premium adds advanced tools like stock screeners, alerts, institutional and congressional backtesters, Smart Score/Bull–Bear metrics, watchlists, exportable data samples, and early access to curated content. Pricing is $25/month or $300/year, with free trials (7 or 30 days).
- Strategy copytrading offered via Quantbase integration (Premium).
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Where they differ
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.
Quiver Quantitative
Distinct strengths include:
- Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more.
- Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians.
- Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time.
- Premium adds advanced tools like stock screeners, alerts, institutional and congressional backtesters, Smart Score/Bull–Bear metrics, watchlists, exportable data samples, and early access to curated content. Pricing is $25/month or $300/year, with free trials (7 or 30 days).
Feature-by-feature breakdown
| Attribute | Morningstar Investor | Quiver Quantitative |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Watchlist, News, Alerts, ETF Holdings Unique: Portfolio, Financials, ETF Overview, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, Bulls Say Bear Say | Shared: Screeners, Watchlist, News, Alerts, ETF Holdings Unique: Backtesting, US Government Trades, Investor Holdings, Reddit, Data APIs, Splits, Insider Data, Institutional Data, Which ETF includes this Stock?, 13F, Patents / USPTO, Dark Pool & Off-Exchange |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Closed-End Funds | Stocks, ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile | Web, Mobile, API |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Morningstar Investor and Quiver Quantitative both support?
Both platforms cover Screeners, Watchlist, News, Alerts, and ETF Holdings workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Morningstar Investor and Quiver Quantitative require subscriptions?
Both Morningstar Investor and Quiver Quantitative keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Morningstar Investor and Quiver Quantitative?
Both Morningstar Investor and Quiver Quantitative support web and mobile access, making it easy to keep tabs on research away from the desk.
What unique strengths set the two platforms apart?
Morningstar Investor differentiates itself with 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)., whereas Quiver Quantitative stands out for Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., and Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time..
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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.