Morningstar Investor vs Scalable Capital comparison

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

Both Morningstar Investor and Scalable Capital keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Both Morningstar Investor and Scalable Capital support web and mobile access, making it easy to keep tabs on research away from the desk.

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 Scalable Capital stands out for 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., Earn variable 2% annual interest on uninvested cash, with caps of €50k (FREE) and €500k (PRIME+). Cash is safeguarded with partner banks and money-market funds., and Access to more than 625,000 derivatives (certificates, knock-outs, warrants), with flat-rate trading included in PRIME+..