VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, June 3, 2026
Tool Comparison · Wednesday, June 3, 2026
Morningstar Investor vs Scalable Capital
Morningstar Investor vs Scalable Capital: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
Morningstar Investor
morningstar.com
Best for stock ideas, and screeners
- Pricing
- From $249/yr
- Platforms
- Web, Mobile
Scalable Capital
scalable.capital
Best for brokerage, and wealth management
- Pricing
- Free
- Platforms
- Web, Mobile
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
Morningstar Investor if…
- You’re a long-term or value-focused investor
- You need screeners: create your own screens using 200+ unique data points; save custom views for portfolios, watchlists, and screeners.
- You need investment discovery: pre‑filtered investment lists plus the ability to find/compare securities using valuation and performance metrics (described as spanning global company & share‑class data).
- You need funds & etfs: morningstar rating for funds (“star rating”) based on a quantitative evaluation of past performance; plus morningstar medalist rating (gold/silver/bronze/neutral/negative) for forward‑looking conviction.
Choose
Scalable Capital if…
- You need transparent pricing: free plan at €0.99 per trade (gettex/eie, min. €250) and prime+ at €4.99/month flat for trades above €250. xetra available at €3.99/trade. savings plans are always free.
- You need earn variable 2.5% annual interest on uninvested cash per current eu pricing pages; prime+ can distribute cash across up to five banks for up to 5 x €100,000 statutory deposit protection, otherwise cash may be held at banks or in money-market funds.
- You need access to more than 625,000 derivatives (certificates, knock-outs, warrants), with flat-rate trading included in prime+.
- You need crypto exposure through regulated exchange-traded products in germany, no wallet needed. savings plans start from as little as €1.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | Morningstar Investor | Scalable Capital |
|---|---|---|
Asset types | StocksETFsMutual FundsClosed-End FundsFunds | StocksETFsMutual FundsBonds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | Not specified | Europe |
Data freshness | Not specified | Not specified |
API access | Not specified | Not specified |
Export formats | Not specified | CSVPDF |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
Morningstar Investor
$20.75/mo
Starting price
Plans & pricing
Tool
Scalable Capital
—
Starting price
Plans & pricing
Coverage overlap
Categories covered by Morningstar Investor only.
Categories covered by Scalable Capital only.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between Morningstar Investor and Scalable Capital?
Morningstar Investor focuses on Stock Ideas, Screeners, and Stock Comparison while Scalable Capital specializes in Brokerage, Wealth Management, and Portfolio. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
How much do Morningstar Investor and Scalable Capital cost?
Good news—both Morningstar Investor and Scalable Capital offer free plans. You can try each platform without commitment and only pay when you need premium features.
Should I choose Morningstar Investor or Scalable Capital?
Choose Morningstar Investor if you need Screeners: create your own screens using 200+ unique data points; save custom views for portfolios, watchlists, and screeners., and Investment discovery: pre‑filtered investment lists plus the ability to find/compare securities using valuation and performance metrics (described as spanning global company & share‑class data).. Go with Scalable Capital if Transparent pricing: FREE plan at €0.99 per trade (gettex/EIE, min. €250) and PRIME+ at €4.99/month flat for trades above €250. Xetra available at €3.99/trade. Savings plans are always free., and Earn variable 2.5% annual interest on uninvested cash per current EU pricing pages; PRIME+ can distribute cash across up to five banks for up to 5 x €100,000 statutory deposit protection, otherwise cash may be held at banks or in money-market funds. better fits how you invest.
What asset classes do Morningstar Investor and Scalable Capital cover?
Both cover Stocks, ETFs, and Mutual Funds. Morningstar Investor also includes Closed-End Funds, and Funds. Scalable Capital adds coverage for Bonds.
Can I export data from Morningstar Investor and Scalable Capital?
Scalable Capital supports data exports to CSV, and PDF. Morningstar Investor has more limited export options.
Which has a better stock screener—Morningstar Investor or Scalable Capital?
Morningstar Investor includes a stock screener for finding investment ideas. Scalable Capital focuses on other analytical tools.
Can I track my portfolio with Morningstar Investor or Scalable Capital?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.